Analysts

Analysts

Markets

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.

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

Markets

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.

Racks of mining machines.

Markets

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.

Executive Chairman of Strategy Michael Saylor

Markets

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.

Bitwise Chief Investment Officer Matt Hougan (CoinDesk Archives)

Markets

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.

Solana News

Markets

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.

Bitcoin mining machines (Shutterstock, modified by CoinDesk)

Markets

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.

(Unsplash)

Markets

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.

Bitcoin Logo

Markets

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.

Stylized network of light focii covering Earth (geralt/Pixabay)