JPMorgan

January rally bolsters near-term outlook for bitcoin mining stocks, JPMorgan says
Shares of mining companies rose last month despite softer bitcoin prices as storms cut the network hashrate and AI optimism grew, the bank said.

Weaker dollar fails to spur bitcoin gains, but there's a reason for that
Gold and other hard assets are rallying on dollar weakness, but bitcoin is lagging as markets continue to treat it as a liquidity-sensitive risk asset.

Citi sounds the alarm on ‘address poisoning’ scams flooding the Ethereum network
A record surge in activity on the Ethereum network is likely being driven by scam-related behavior rather than genuine user growth, according to the bank's analysts.

Ethereum upgrade sparks activity spike, but JPMorgan doubts it will last
The Fusaka upgrade raised usage, but pressure from layer-2 networks and rival blockchains continues to cloud Ethereum's long-term growth outlook.

Early 2026 tailwinds for bitcoin miners as hashrate falls, profitability improves: JPMorgan
U.S.-listed bitcoin miners entered 2026 with rising revenues, improving margins and recovering valuations, setting a more constructive near-term backdrop.

Bank of America CEO says stablecoins could drain trillions in bank deposits
BofA CEO Brian Moynihan echoed other banks in warning that $6 trillion in bank deposits were at stake, even as he said the bank will “be fine.”

JPMorgan sees 2026 crypto inflows topping the $130 billion hit in 2025
The bank said global capital moving into digital assets hit a record last year and is poised to grow further as institutional investors return.

JPMorgan sees Fed's next move an interest-rate increase, crypto bulls talk about cuts
JPMorgan predicted the Federal Reserve will hold rates unchanged this year, followed by a hike next year.

JPMorgan downplays stablecoin threat as local bankers warn of $6.6 trillion risk
The ABA sent a letter to the U.S. Senate, saying stablecoins that offer yields will affect its banking members ability to grant loans, but JPMorgan disagrees.


