Analysts
U.S. Stablecoin Battle Could Be Zero-Sum Game: JPMorgan
Without significant expansion, the new wave of stablecoin launches may simply redistribute market share rather than grow the pie, said the bank.
Bullish Shares Jump as Citi, Canaccord Praise IPO Debut and BitLicense Win
Wall Street analysts see upside in Bullish’s early execution, citing accelerating SS&O growth, regulatory progress and options trading on the horizon.
Wall Street Bank Citigroup Sees Ether Falling to $4,300 by Year-End
Network activity remains the key driver of ether’s value, but much of the recent growth has been on layer-2s, the report noted.
Bitcoin Mining Profitability Fell in August, Jefferies Says
U.S.-listed mining companies accounted for 26% of the Bitcoin network last month, unchanged from July, the report said.
Ether Bigger Beneficiary of Digital Asset Treasuries Than Bitcoin or Solana: StanChart
The strongest DATs will be those with cheap funding, scale, and staking yield, which favors ether and solana treasuries over bitcoin, analyst Geoff Kendrick said.
Crypto Bull Market Still Has Room to Run, Coinbase Says
A mix of strong liquidity, a benign macro backdrop and supportive regulatory signals could keep the crypto market rally alive in the fourth quarter, the report said.
Strategy's S&P 500 Snub Is a Cautionary Signal for Corporate Bitcoin Treasuries: JPMorgan
The company's bid to join the S&P 500 index was rejected, despite meeting eligibility criteria, the report said.
Crypto Institutional Adoption Appears to Be in the Early Phases: JPMorgan
Institutions hold about 25% of bitcoin ETPs, and according to one survey, 85% of firms already allocate to digital assets or plan to in 2025.
Tokenization Offers ‘Enhanced Liquidity,’ but Faces Major Hurdles, BofA Says
One of the most important benefits these vehicles offer is enhanced liquidity, the report said.
Tokenization Is 'Mutual Fund 3.0,' Bank of America Says
Tokenized money market funds are expected to lead adoption thanks to their attractive yields relative to stablecoins, the report said.
