Analysts
Semler Scientific Still Has Nearly 170% Upside After Strive Buyout Deal: Benchmark
Semler (SMLR) rose to just $32.06 yesterday even as the implied acquisition value was above $86, an unusually wide arbitrage spread, said analyst Mark Palmer.
Bitcoin to Join Gold on Central Bank Reserve Balance Sheets by 2030: Deutsche Bank
As investors look for alternatives to traditional assets, bitcoin could evolve from a speculative bet into a legitimate pillar of the global financial system, the bank said.
'Am I Too Late to Invest' in Crypto? Here's What TradFi Is Asking Wall Street Analysts
Jefferies says most institutional investors remain on the sidelines despite growing token infrastructure, but that's changing, and it's a good thing for the industry.
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.
