Analysts

Leveraged Liquidations Underscore Bitcoin’s Equity Sensitivity, Citi Says
The bank said U.S./China trade tensions triggered a sharp crypto selloff, but resilient ETF inflows are keeping its BTC and ETH forecasts intact.

Bitcoin Miners Emerge as Key AI Infrastructure Partners Amid Power Crunch: Bernstein
Miners’ secured grid capacity and high-density sites offer hyperscalers a faster, cheaper path to expand AI data centers as interconnection delays mount.

Michael Saylor's Strategy the Architect of New Bitcoin-Backed Fixed Income Market: Benchmark
The company's bitcoin-linked perpetual preferred shares give it a lasting capital edge, analyst Mark Palmer said.

Bitcoin ETF Inflows Poised to Smash Records in Q4, Says Crypto Asset Manager Bitwise
Institutional access, a surging debasement trade, and bitcoin’s rally above $125,000 are setting the stage for the strongest quarter ever for ETF flows.

JPMorgan Sees Modest Inflows for Solana ETFs Despite Likely SEC Approval
The bank expects solana exchange-traded funds to attract only a fraction of ether’s inflows.

Bitcoin Miners Posted Record Profits in 2Q as HPC Push Accelerated, JPMorgan Says
Rising bitcoin prices, improved efficiency, and heavy investment in high-performance computing fueled a strong second quarter for miners, the bank said.

Stablecoin Surge Could Trigger $1T Exit From Emerging Market Banks: Standard Chartered
Rising stablecoin usage could offer savers in weak economies a safer alternative to local banks.

Citi Sees Bitcoin Hitting $181K in 2026 as ETF Flows Drive Crypto Higher
The bank forecasts bitcoin at $133,000 by year-end and $181,000 in 12 months.

Canton Network Activity Surges as Exchanges Join Validators: Copper Research
The institutional blockchain has reached more than 500,000 daily transactions, with major banks and U.S. crypto exchanges fueling unprecedented growth.


