More than 71% of bitcoin supply is now in profit, approaching a level that has typically marked bear-to-bull transitions, Bitfinex said.
Bernstein sees 31% upside for Robinhood as its new chain tops Solana in fees, generating $33 million over 15 days.
The odds of a September Fed rate hike returned to around 60% following Friday's jobs report, with U.S. inflation data due later this week.
Glassnode is less convinced by bitcoin's recent divergence from U.S. equities, saying similar moves have previously been short-lived.
IREN has $4 billion in contracted cloud ARR for 2026 capacity and has secured over $20M in annual revenue per IT megawatt on recent deals.
Chainalysis estimates at least $457 billion in onchain taxable crypto activity in 2025, with CARF covering only 14%.
Renewed spot ETF inflows and bitcoin's declining correlation with equities are also constructive signs, according to analysts.
"Historically, bitcoin's bull markets have 'officially' begun when price crosses above its 365-day moving average," CryptoQuant said.
Bitwise CIO Matt Hougan said Treasury Secretary Scott Bessent's recent actions provide an additional macro catalyst.
Bernstein expects bitcoin to reach $150,000 by mid-2027 in its base case, before reaching a cycle peak of around $300,000 in 2029.
Bernstein says Circle can sustain growth without the Clarity Act as USDC supply rebounds and stablecoin volumes continue expanding.
U.S. spot bitcoin ETF flows have also rebounded, while Strategy's bitcoin holdings are now back above their average purchase price.
Mizuho views the company as a "high-growth/recurring revenue business," citing a 27% year-over-year increase in the customer base.
Bitcoin flattened under $64,000 as flat July PPI and in-line CPI both failed to spark a rally, with Glassnode flagging absent buyers.
Bitwise CIO sees crypto valuations doubling as decentralized finance apps and protocols adopt revenue-driven token buybacks.
Bitcoin fell under $64,000 after July CPI matched forecasts at 3.4%, with analysts saying the in-line print keeps the Fed patient.
Elevated open interest leaves the market exposed to sharper liquidation-driven moves, K33 said, as traders await Wednesday's U.S. CPI report.
Bitcoin eased toward $64,000 before Wednesday's US CPI report, with analysts split on whether the stall breaks higher or reverses.
Benchmark sees over 150% upside for Bitdeer as bitcoin mining operations fund its $4.7 billion AI data-center buildout.
The firm's analysts estimate AI colocation now accounts for 84% of Riot's target enterprise value, versus 11% for bitcoin mining.
Standard Chartered bets Chainlink owns the rails for tokenized finance, initiating LINK coverage with a $200 target by end-2030.
Bernstein rates CleanSpark Outperform at $24 on AI lease progress, while keeping MARA at $17 as it awaits its first commercial AI contract.
Bernstein rates CleanSpark Outperform at $24 on AI lease progress, while keeping MARA at $17 as it awaits its first commercial AI contract.
Analysts remain bullish on Block following Q2 earnings beat, though Mizuho questioned why spending is rising despite a 40% workforce cut.
Analysts remain bullish on Block following Q2 earnings beat, though Mizuho questioned why spending is rising despite a 40% workforce cut.
Bernstein said Circle's partnerships, regulatory approvals, and Arc launch provide additional revenue streams not reflected in estimates.
Bernstein said Circle's partnerships, regulatory approvals, and Arc launch provide additional revenue streams not reflected in estimates.
Chainalysis says more than $30M was stolen in violent crypto attacks in 2026 through mid-year, with France the top hotspot.
Chainalysis says more than $30M was stolen in violent crypto attacks in 2026 through mid-year, with France the top hotspot.
Bernstein keeps TeraWulf at Outperform after Q2 HPC revenue hit $32M, 71% of total, with Muskie Campus the next growth site.