Analysts

Analysts

Markets

Why Coinbase Shares Still Have 90% Upside Despite Crypto Pullback, According to Wall Street Analyst

Bernstein kept its Street-high $510 price target on Coinbase, citing strong fundamentals and product expansion.

Coinbase

Tech

Ethereum’s Fusaka Upgrade Signals New Era for Value Accrual: Fidelity Digital Assets

The upgrade marks a sharper strategic turn for the blockchain, aligning protocol development with economic intent and strengthening the case for ether.

Ethereum Logo

Markets

B. Riley Cuts Digital Asset Treasury Company Price Targets as Crypto Slump Deepens

The investment bank slashed price targets across so-called Datcos, citing sector-wide pressure and weaker accumulation trends.

Computer monitors and a laptop screen show trading charts on a desk overlooking an expanse of water at sunset. (sergeitokmakov/Pixabay, modified by CoinDesk)

Markets

JPMorgan Warns MSCI Decision Could Force Strategy Out of Top Equity Indices

The bank said billions in passive flows could unwind if MSCI removes Strategy from major equity benchmarks, heightening pressure on the bitcoin-levered firm.

Michael Saylor, Executive Chairman of Strategy (MSTR)

Markets

Circle’s USDC Keeps Climbing; William Blair Reiterates Outperform After 3Q Results

The bank said USDC remains the frontrunner to dominate digital dollars as the company's third-quarter results topped forecasts.

Jeremy Allaire, Co-Founder, Chairman and CEO, Circle Speaks at Hong Kong Fintech Week in 2024 (HK Fintech Week)

Markets

Core Scientific Upgraded to Outperform Following Failed CoreWeave Merger: Macquarie

The bitcoin miner turned AI infrastructure play has more than 50% upside, said the bank.

Core Scientific's Marble facility in North Carolina. (Core Scientific)

Finance

Crypto M&A Heats Up as Big Banks and Fintechs Race to Scale: Citizens

Citizens says blockchain deals are accelerating as firms buy rather than build to keep pace with regulatory clarity and customer demand.

(Christian Dubovan/Unsplash, modified by CoinDesk)

Markets

Bernstein Sees 75% Upside for Ether Treasury Firm SharpLink, Initiates at Outperform

The Wall Street broker said SharpLink is a compliant, institutional gateway to Ethereum, and gave the stock a $24 price target, offering 75% potential upside.

Ethereum Logo

Markets

William Blair Analysts Sees Upside in Western Union’s Solana-Based Stablecoin Launch

Western Union’s new Solana-based stablecoin and crypto cash-out network mark a smart step into blockchain-enabled remittances, the report said.

DeFi networks are global. (NASA/Unsplash, modified by CoinDesk)

Markets

Citi Says Crypto’s Correlation With Stocks Tightens as Volatility Returns

The bank noted that bitcoin and ether are once again moving in step with U.S. equities and gold.

A pair of hands resting on a keyboard with an iPad showing graphs and price quotes. (Kanchanara/Unsplash/Modified by CoinDesk)