Analysts


Marchés

DeFi Summer Is Making a Comeback, Steno Research Says

Total value locked across the crypto ecosystem is expected to reach an all-time high in the first half of next year, the report said.

Decentralized finance activity is starting to pick up. (Alina Grubnyak/Unsplash)

Marchés

Cipher's Bitcoin Mining Business Remains Compelling, Canaccord Says

The mining business is a standout in the sector in terms of exahash growth, operating performance and low power costs, the report said.

Alta Novella's turbine room with 40 ASIC bitcoin miners.

Marchés

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"

Marchés

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)

Marchés

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)

Juridique

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)

Marchés

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)

Finance

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)

Marchés

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)

Marchés

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)