Analysts

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.

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.


