Analysts
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.
Risks Ahead for Crypto in Q4 Even With Macro Tailwinds: Grayscale
The firm's analysts said Fed rate cuts and regulatory momentum support digital assets, though slowing growth and political roadblocks could weigh on valuations.
