Analysts


Финансы

Coinbase Revenue May Be Hurt by Lower Trading Volumes, Regulatory Uncertainty, Analysts Say

The crypto exchange may also see lower staking revenue when it reports its Q3 earnings as ether underperformed in the quarter.

Coinbase (PiggyBank/Unsplash)

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MicroStrategy’s Current Premium Relative to Its Bitcoin Stack Is Unlikely to Last: Steno Research

The launch of options on spot bitcoin exchange-traded funds in the U.S. will reduce the incentives for investors to hold MicroStrategy stock over these ETFs, the report said.

Michael Saylor at Bitcoin 2024 in Nashville, Tennessee

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Tokenized Treasuries Like Blackrock's BUIDL Will Challenge Stablecoins But Won't Fully Replace Them: JPMorgan

Tokens such as BUIDL are at a regulatory disadvantage to stablecoins due to their classification as securities, the report said.

(Shutterstock)

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Stripe's Acquisition of Bridge Validates the Usage of Stablecoins: Bernstein

Stablecoins have emerged as the main use case for blockchains, especially for cross-border payments, the report said.

The supply of stablecoins USDT and USDC  grew by $10 billion in a month, 10x research noted. (Shubham Dhage/Unsplash)

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Republican Sweep in U.S. Election Would be the Most Bullish Outcome for Coinbase and the Crypto Market: Citi

Republican control of the Senate would be key to passing bills such as FIT21 and appointing pro-crypto agency leaders, and digital asset reform would likely happen sooner with both chambers aligned, the report said.

Trump sending bitcoin transaction at PubKey bar in NYC (Fox News/Modified by CoinDesk)

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U.S.-Listed Bitcoin Miners Hit Record 29% of Network Hashrate in October: JPMorgan

The network hashrate has risen 4% so far this month, while the hashprice is up less than 1%, the report said.

(Shutterstock)

Финансы

Bitcoin Mining Profitability Fell in September, Jefferies Says

October could be a harder month for the miners as the network hashrate is currently 11% higher while the bitcoin price is up only about 5%, the report said.

(Shutterstock)

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Bitcoin, Gold Could Benefit From Rising Geopolitical Tension and U.S. Election: JPMorgan

Geopolitical risk and the upcoming U.S. election are likely to reinforce the 'debasement trade,' to the benefit of both bitcoin and gold, the report said.

(Shutterstock)

Финансы

Bitcoin Not a Safe Haven From Geopolitical Risks, but Still Buy the Dip: Standard Chartered

Risks stemming from the Middle East conflict are likely to push bitcoin below $60K before the weekend, the report said.

Standard Chartered. (Shutterstock)

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Bitcoin Mining Profitability Fell for Third Straight Month in September: JPMorgan

Daily block reward gross profit fell to the lowest "on recent record" last month, the report said.

(Shutterstock)