Bernstein


Рынки

Stablecoin Market to Soar to Almost $3T in Next 5 Years: Bernstein

That's up from $125 million now as use should grow with more co-branded partnerships, a report from the firm said.

Ratings company S&P Global has started ranking stablecoins' ability to hold their pegs. (eswaran arulkumar/Unsplash)

Рынки

XRP Ruling a ‘Landmark’ Judgment, Weakens SEC's Stance Against Crypto: Bernstein

The court’s decision weakens the SEC’s stance that the securities law is clear and no separate clarity is required for digital assets, the report said.

The U.S. court's ruling on XRP is a blow to the SEC's stance of crypto being considered a security, Bernstein says. (the_burtons/Getty)

Финансы

MicroStrategy Only Needs to Liquidate Bitcoin in Extreme Price Corrections: Bernstein

A more robust bitcoin price means the company has a stronger balance sheet, a higher share price and easier debt repayment without the need to sell down its cryptocurrency holdings, the report said.

Michael Saylor (Anna Baydakova/CoinDesk)

Финансы

Bitcoin Mining Is a Game of Survival, Consolidation and Potential AI Diversification: Bernstein

Mining stocks have been resurgent this year due to improving sentiment from institutional ETF filings and potential revenue diversification into high-performance computing and AI, the report said.

A Hut 8 mining facility (hut8.io)

Политика

Probability for U.S. Approval of a Spot Bitcoin ETF Is Fairly High: Bernstein

The lack of a spot ETF leads to the growth of over-the-counter products like the Grayscale Bitcoin Trust, which are more expensive, illiquid and inefficient, the report said.

U.S. Securities and Exchange building (Shutterstock)

Видео

U.S. Has Room for Compliant Crypto ETF to 'Grow Its Share' as a Bitcoin On-Ramp: Bernstein

Bernstein said in a research report that the Grayscale Bitcoin Trust (GBTC) is only 3% of the total bitcoin market cap, which means there is the “headroom for a compliant ETF to grow its share as a bitcoin on-ramp solving the pain of custody.” "The Hash" panel discusses how the TradFi giants like BlackRock filing for a spot bitcoin ETF application in the U.S. could impact the crypto industry. Grayscale is owned by CoinDesk’s parent company, Digital Currency Group (DCG).

CoinDesk placeholder image

Видео

Tokenization Opportunity Could Reach $5T Over Next Five Years: Bernstein

The CoinDesk Market Index performance has been mixed this week, with more than half of the 152 assets having positive returns. This comes amid a recent research report from Bernstein estimating the size of the tokenization opportunity to be as much as $5 trillion over the next 5 years, led by stablecoins, CBDCs, private market funds, securities and real estate. CoinDesk's Jennifer Sanasie presents "The Chart of the Day."

CoinDesk placeholder image

Рынки

The Biggest Crypto Bull Cycle Is Upon Us: Bernstein

Macro catalysts are lining up for bitcoin, a new report from the brokerage firm said.

(Spencer Platt/Getty Images)

Рынки

Ether Breaking Out Ahead of Ethereum’s Shanghai Upgrade: Bernstein

The rally in the price of ether is similar to the move seen before the blockchain’s last upgrade, the Merge, the report said.

Shanghai (Unsplash)

Видео

CFTC May Force Binance to Shut Down U.S. Operations as Part of Settlement: Bernstein

The U.S. Commodity Futures Trading Commission (CFTC) could require Binance to cease operations in the U.S. as part of a potential settlement, Bernstein said in a research report on Tuesday. Timothy Massad, Harvard Kennedy School Research Fellow and former CFTC Chair, discusses the potential outcomes.

CoinDesk placeholder image

Pageof 8