Bernstein
Bitcoin Miners Are Attractive Partners to Build Artificial Intelligence Data Centers: Bernstein
The broker initiated coverage on miners Iris Energy and Core Scientific with outperform ratings.
Ether Spot ETFs Could See Lower Demand Compared to Bitcoin Peers: Bernstein
Ether and other digital assets need a better regulatory regime and the narrative is expected to improve around the U.S. elections later this year, the report said.
Bitcoin, Crypto-Related Stocks Are Ripe for Institutional Adoption: Bernstein
Spot bitcoin ETFs are expected to be approved by major wirehouses and large private bank platforms in the third and fourth quarters, the report said.
MicroStrategy Is Pioneering Bitcoin Capital Markets, Bernstein Says
Michael Saylor’s firm is the only corporation that has developed institutional demand for bitcoin linked convertibles, the report said.
First Mover: Bitcoin Struggles Near $67,000 as Cryptos Lag Behind Stocks
The latest price moves in crypto markets in context for June 14, 2024.
Bitcoin Could Hit $1M Within 10 Years, Bernstein Says as It Initiates Coverage of MicroStrategy
The broker assigned the software company an outperform rating and a $2,890 price target.
Bitcoin and Ether ETF Markets Expected to Grow to $450B: Bernstein
Crypto ETFs could see over $100 billion of inflows in the next two years, the report said.
Bitcoin ETF Slowdown Is a Short-Term Pause Not the Beginning of a Negative Trend: Bernstein
Investment platforms will take some time to establish the necessary compliance framework to sell bitcoin ETF products, the report said.
Bitcoin Miners Have Raked in Abnormal Transaction Fees Since Halving: Bernstein
The spike in network fees was driven by speculative activity to mint new meme tokens following the launch of the Runes protocol, the report said.
Buy Bitcoin Miners' Stocks Ahead of the Halving, Bernstein Says
Bitcoin’s bullish trajectory is expected to resume after the halving once mining hashrates have adjusted to the lower rewards and ETF inflows resume, the report said.
