JPMorgan

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.

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.

Riot Platforms Gets Double Upgrade on AI Pivot as JPMorgan, Citi Hike Targets
Alongside, JPMorgan downgraded IREN and CleanSpark

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.

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.

Wall Street Sees U.S. Entry as Catalyst for Bullish’s Next Leg Up
The crypto exchange received two buys, one market-perform, and one neutral rating from Wall Street analysts.

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.

Bitcoin Undervalued Versus Gold as Volatility Collapses, JPMorgan Says
Bitcoin volatility has plummeted from around 60% at the beginning of the year to a current record low of 30%, the report said.


