Analysts

Bitcoin Miners Emerge as Key AI Infrastructure Partners Amid Power Crunch Bernstein
Bitcoin Miners Emerge as Key AI Infrastructure Partners Amid Power Crunch Bernstein

A tightening U.S. power grid is driving bitcoin (BTC) miners and AI developers into closer alignment, according to Wall Street broker Bernstein. Soaring demand from AI and digital workloads has made g...

Published Date: October 10, 2025

Michael Saylors Strategy the Architect of New BitcoinBacked Fixed Income Market Benchmark
Michael Saylors Strategy the Architect of New BitcoinBacked Fixed Income Market Benchmark

Wall Street broker Benchmark remains bullish on Strategy (MSTR) despite the stock’s recent struggles, arguing that its bitcoin-linked perpetual preferred shares give it something no other digita...

Published Date: October 9, 2025

Bitcoin ETF Inflows Poised to Smash Records in Q4 Says Crypto Asset Manager Bitwise
Bitcoin ETF Inflows Poised to Smash Records in Q4 Says Crypto Asset Manager Bitwise

Flows into bitcoin (BTC) exchange-traded funds (ETFs) are on track to set a new quarterly record, according to crypto asset manager Bitwise, which expects a surge in Q4 as institutional access broaden...

Published Date: October 9, 2025

JPMorgan Sees Modest Inflows for Solana ETFs Despite Likely SEC Approval
JPMorgan Sees Modest Inflows for Solana ETFs Despite Likely SEC Approval

Spot solana (SOL) exchange-traded funds (ETFS) are unlikely to draw major investor inflows even if approved this week, according to a Wednesday report from Wall Street bank JPMorgan (JPM). Solana ETFs...

Published Date: October 9, 2025

Bitcoin Miners Posted Record Profits in 2Q as HPC Push Accelerated JPMorgan Says
Bitcoin Miners Posted Record Profits in 2Q as HPC Push Accelerated JPMorgan Says

Wall Street bank JPMorgan (JPM) said the second quarter and summer of 2025 were transformative for bitcoin (BTC) miners, marked by record cash operating profits and a pivot toward high-performance com...

Published Date: October 7, 2025

Citi Sees Bitcoin Hitting 181K in 2026 as ETF Flows Drive Crypto Higher
Citi Sees Bitcoin Hitting 181K in 2026 as ETF Flows Drive Crypto Higher

Citi (C) sees crypto heading into the new year with modest but meaningful momentum, projecting upside for both bitcoin (BTC) and ether (ETH) into year-end and beyond, the Wall Street bank said in a re...

Published Date: October 2, 2025

Cryptos Value Lies in TrillionDollar Markets Bitwise Says
Cryptos Value Lies in TrillionDollar Markets Bitwise Says

Bitwise chief investment officer Matt Hougan said crypto’s critics often miss the scale of what’s at stake, in a report published Monday. Bitcoin (BTC), with a $2.3 trillion market value, is often...

Published Date: October 1, 2025

Cipher Is the Latest Bitcoin Miner to Pivot to AI Price Target Raised to 16 Canaccord
Cipher Is the Latest Bitcoin Miner to Pivot to AI Price Target Raised to 16 Canaccord

Cipher Mining (CIFR) just delivered one of the most consequential weeks in its history, announcing a major AI hosting deal for its Barber Lake facility and a $1.1 billion convertible note offering, mo...

Published Date: September 29, 2025

Chainlink Poised to Power TradFi Shift to Blockchain Jefferies Says
Chainlink Poised to Power TradFi Shift to Blockchain Jefferies Says

Chainlink could become a foundational layer for traditional finance as capital markets increasingly embrace blockchain infrastructure, according to a report from investment bank Jefferies following a ...

Published Date: September 29, 2025

Semler Scientific Still Has Nearly 170 Upside After Strive Buyout Deal Benchmark
Semler Scientific Still Has Nearly 170 Upside After Strive Buyout Deal Benchmark

Shares of Semler Scientific (SMLR) closed at $32.06, well below the implied $86.30 takeout value in its announced all-stock acquisition by Strive (ASST), a discount Benchmark analyst Mark Palmers say ...

Published Date: September 23, 2025