Analysts


Mercati

Institutions Are Still Buying Bitcoin ETFs, Bitwise Says

The number of institutional investors holding bitcoin ETFs rose 14% in the second quarter of the year to 1,100, the report said.

Scrabble tiles spelling out "ETF GROWTH"

Mercati

U.S.-Listed Bitcoin Miners Have the Upper Hand Over Unlisted Peers: Bernstein

The ability to raise debt or equity in the world's deepest capital markets is a large advantage, the report said.

bitcoin miner (Shutterstock)

Mercati

Bitcoin Mining Profitability Fell to All Time Lows in August, JPMorgan Analyst Says

U.S.-listed miners' share of the network hashrate increased to 26% this month, the highest level on record, the report said.

Bitmain Antminer mining rigs (Christie Harkin/CoinDesk)

Politiche

Stablecoin Regulations Could Pose Problems for Tether, JPMorgan Says; USDT Issuer Claims Sour Grapes

Stablecoin issuer Tether has attracted regulatory scrutiny in the past due to its lack of transparency about the composition of its reserves, the JPMorgan report said.

Tether CEO Paolo Ardoino (Tether)

Mercati

Stablecoin Supply Growth Isn't Eating Into Crypto Market Share: JPMorgan

The share of stablecoins versus total cryptocurrency market capitalization is relatively unchanged this year, the report said.

(Shutterstock)

Finanza

JPMorgan Remains Cautious on Bitcoin as Positive Catalysts Mostly Priced-In

Retail investors seems to have played large role in recent crypto selloff that saw sharpest correction since FTX, the bank said.

(Shutterstock)

Mercati

Coinbase's 'Solid' Earnings May Get Derailed by Low Volume, Fed Headwinds, Analysts Say

The company reported better-than-expected second-quarter earnings on Thursday but saw a strong downtick in revenue from transaction fees, its main source of income.

Coinbase (PiggyBank/Unsplash)

Mercati

Bitcoin Miners Have Considerable Upside From Their Power Portfolios: Bernstein

Investors can benefit by valuing the companies as efficient power shells with data center capabilities, as opposed to just bitcoin mining operations, the report said.

Bitcoin mining rigs at Kryptovault's facility in Hønefoss, Norway. (Image credit: Eliza Gkritsi/CoinDesk)

Mercati

Bitcoin Mining Cost Drops to $45K as Inefficient Miners Exit: JPMorgan

The bank sees limited upside for the bitcoin price in the near term due to a number of headwinds.

(Shutterstock)

Finanza

Bitcoin Could Drop Further to as Low as $50K, Standard Chartered Says

The cryptocurrency is now trading below the average spot ETF purchase price of about $58K, and this could trigger liquidations, the bank said in a report.

BBitcoin faces headwinds (Pixabay)