TD Cowen reiterates a $16 target on Sharplink after Q1 earnings, citing Galaxy partnership and 0.8x NAV discount as a "favorable setup."
Bernstein reiterates $67 Figure target with 72% upside after Q1 loan volumes jump 113% year-over-year to $2.9 billion.
Bernstein maintained its $190 Circle target, citing ARC presale proceeds, USDC growth, and expanding stablecoin payments infrastructure.
Bitcoin holds above $81K as Iran rejects US peace terms, Brent tops $104, and a $1B whale's ETH selling clouds an otherwise bullish backdrop.
Circle raised $222M in an Arc presale at a $3B valuation; BlackRock, Apollo, and a16z invest as Q1 revenue reaches $694M and USDC hits $77B.
Crypto fund inflows hit a sixth straight positive week, led by U.S. products and bitcoin ETFs, amid Clarity Act optimism, per CoinShares.
Bernstein analysts set $100 IREN target after NVIDIA deal, citing $3.4B cloud contract and 76% implied upside.
Bitcoin holds near $80,200 after April nonfarm payrolls beat expectations as Iran tensions and ETF outflows check the rally.
The analysts maintained an outperform rating and $330 price target on Coinbase despite weaker first-quarter results.
Bitdeer’s AI cloud ARR hit $43 million as of end-March, a 105% jump month-over-month, as its self-mining hashrate continues to grow.
Bitcoin trades near $81,000 after clearing key on-chain thresholds, with Glassnode flagging $85,200 as the next ceiling.
Michael Saylor's Strategy has added 145,834 bitcoin worth around $11 billion so far this year, JPMorgan analysts noted.
TD Cowen raised its MSTR price target to $395, citing an STRC preferred issuance shift and a revised BTC Yield forecast for fiscal 2026.
Buying bitcoin during such negative funding regimes has consistently led to strong forward returns, Head of Research Vetle Lunde said.
Matt Hougan said tech firms like DoorDash and Meta exploring stablecoin payouts could help drive projections of $4 trillion in supply by 2030.
The inflows mark the fifth straight positive week, though the total masked strong outflows that were reversed by a single session on Friday.
Payments infrastructure from Exodus' W3C deal could see revenue move from crypto swaps into more recurring income streams.
Some market watchers liken Strategy's STRC preferred stock to a "circular" Ponzi scheme model, but Benchmark disagrees.
Analysts focused less on the pause itself and more on the Fed’s unusually deep split amid ongoing bitcoin ETF outflows and weak demand.
Visa added five blockchains to its stablecoin settlement pilot as annualized volume reached $7 billion, up 50% from last quarter.
Analysts say bitcoin traders are watching whether the Fed reinforces a higher-for-longer stance after two straight days of ETF outflows.
Bernstein maintained a $130 price target for Robinhood after a Q1 miss, highlighting its record 8.8B event contracts and $17B margin book.
Analysts weighed bitcoin's bullish momentum against growing policy and geopolitical caution after ETF flows reversed amid a key macro week.
DDC is investing in an "AI-driven operating system" to help guide its bitcoin purchases as it aims to reach 5,000 BTC by year-end 2026.
New institutional on-ramps, strong flows, and exhausted retail selling points to renewed asymmetric upside for bitcoin, Bernstein said.
TD Cowen said The Smarter Web Company has strengthened its position as the only UK-listed bitcoin treasury vehicle at scale.
Improving institutional demand spurred by bitcoin's multi-week high pushed $1.2 billion in weekly flows to crypto funds.
Analysts say bitcoin's rally still faces a stiff test from profit-taking, macro risk and a crowded resistance zone.
Strategy Inc is looking to shift toward semi-monthly dividend payouts that could start as early as mid-July.
Crypto ETPs drew $1.4 billion in weekly inflows as improved demand from bitcoin's move above $76,000 lifted sentiment, per CoinShares.