Analysts
Stablecoin Market Surges on U.S. Regulation, With Circle's USDC Gaining Ground: JPMorgan
The bank's analysts said the GENIUS Act has fueled a 42% jump in stablecoin growth this year, with Circle’s USDC chipping away at Tether’s dominance.
Bakkt Shares Still Look Cheap After 170% Rally: Benchmark
The firm has opportunities in three areas: crypto infrastructure, stablecoin payments and its bitcoin treasury strategy.
Cipher Is the Latest Bitcoin Miner to Pivot to AI; Price Target Raised to $16: Canaccord
The broker maintained its buy rating on the stock and raised its price objective to $16 from $12.
Chainlink Poised to Power TradFi Shift to Blockchain, Jefferies Says
The network secures $103 billion across more than 2,500 projects with partners such as Swift, DTCC and JPMorgan.
Riot Platforms Gets Double Upgrade on AI Pivot as JPMorgan, Citi Hike Targets
Alongside, JPMorgan downgraded IREN and CleanSpark
Ether Treasuries Are Going Mainstream: Crypto Investment Firm Bitwise
Digital asset treasuries are now allocating to ether at scale, creating structural demand that exceeds new supply, the report said.
Bitcoin Miner IREN Has 80% Potential Upside Thanks to Big Bet on AI Cloud: Bernstein
The broker hiked its IREN price target to $75 from $20 while reiterating its outperform rating on the stock.
Semler Scientific Still Has Nearly 170% Upside After Strive Buyout Deal: Benchmark
Semler (SMLR) rose to just $32.06 yesterday even as the implied acquisition value was above $86, an unusually wide arbitrage spread, said analyst Mark Palmer.
Bitcoin to Join Gold on Central Bank Reserve Balance Sheets by 2030: Deutsche Bank
As investors look for alternatives to traditional assets, bitcoin could evolve from a speculative bet into a legitimate pillar of the global financial system, the bank said.
'Am I Too Late to Invest' in Crypto? Here's What TradFi Is Asking Wall Street Analysts
Jefferies says most institutional investors remain on the sidelines despite growing token infrastructure, but that's changing, and it's a good thing for the industry.
