Analysts
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.
Bitcoin Miners' Market Cap Hit a Record in September: JPMorgan
The average network hashrate rose 9% to an average of 1,031 EH/s last month, according to the bank.
Crypto's Value Lies in Trillion-Dollar Markets, Bitwise Says
The value of crypto comes from the massive markets it aims to disrupt, not small, niche plays, the report said.
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.
