Analysts
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.
Bitcoin Network Hashrate Returned to All-Time Highs in August: JPMorgan
The combined market cap of the 13 U.S.-listed bitcoin miners the bank tracks reached a record high last month.
Strategy’s Equity Shift Is No Retreat From Bitcoin Strategy, Benchmark Says
Analyst Mark Palmer reiterated his buy rating and $705 price target on the Michael Saylor-led company, which is more than a double from current levels.
