The following article is adapted from The Block’s newsletter, The Daily, which comes out on weekday afternoons.
Stronger than anticipated macro data hit sentiment in the U.S., CoinShares Head of Research James Butterfill noted.
The following article is adapted from The Block’s newsletter, The Daily, which comes out on weekday afternoons.
IREN's AI cloud buildout could deliver $500 million in annual revenue by early 2026, according to analysts at Bernstein.
History suggests bitcoin tends to underperform in the 30 days following liquidation spikes, K33 Head of Research Vetle Lunde said.
The combined company will hold nearly 11,000 BTC once finalized, making it the 12th-biggest publicly-traded corporate bitcoin treasury.
Although investors initially reacted cautiously to the "hawkish cut," inflows resumed later in the week, CoinShares' James Butterfill said.
Bank processors and exchanges are among the fintech firms best positioned to benefit from rate cuts, according to Mizuho.
The following article is adapted from The Block’s newsletter, The Daily, which comes out on weekday afternoons.
Lower premiums mean less capacity to buy more bitcoin, with average daily purchases by treasury firms falling to the lowest level since May.
The following article is adapted from The Block’s newsletter, The Daily, which comes out on weekday afternoons.
Proposed SEC generic listing standards for crypto ETPs could "blow the market wide open," according to Bitwise CIO Matt Hougan.
The following article is adapted from The Block’s newsletter, The Daily, which comes out on weekday afternoons.
Standard Chartered said digital asset treasury (DAT) flows will be a stronger price driver for Ethereum than for Bitcoin or Solana.
Weaker-than-expected U.S. data helped sentiment recover amid the increased likelihood of rate cuts, Head of Research James Butterfill noted.
The following article is adapted from The Block’s newsletter, The Daily, which comes out on weekday afternoons.
Scaled for size, a relatively small amount of flows into Solana could significantly impact prices in the months ahead, Matt Hougan said.
Robinhood is rapidly expanding beyond retail trading into wealth management, credit, crypto, and tokenized markets.
The analysts specifically addressed concerns of whether an eventual Hyperliquid stablecoin could significantly impact USDC.
Analyst Mark Palmer initiated a “buy” rating for BKKT, arguing the company is due for “a fresh start,” according to a note on Monday.
Weaker payroll figures and improving U.S. rate cut prospects failed to bolster sentiment, Head of Research James Butterfill said.
Bernstein initiated coverage on the Peter Thiel-backed crypto firm Bullish, setting an initial price target of $60 — 15% to the upside.
The following article is adapted from The Block’s newsletter, The Daily, which comes out on weekday afternoons.
September has historically been bitcoin's weakest month, with fresh macro risks threatening a downside squeeze, according to K33.
Ethereum-based funds led the inflows with another $1.4 billion, while Bitcoin investment products added $748 million.
The following article is adapted from The Block’s newsletter, The Daily, which comes out on weekday afternoons.
The following article is adapted from The Block’s newsletter, The Daily, which comes out on weekday afternoons.
The following article is adapted from The Block’s newsletter, The Daily, which comes out on weekday afternoons.
Bitcoin's notional perp open interest has surged to a two-year high, raising the risk of long-side liquidations, according to K33.
TD Cowen holds its MSTR price target at $680, on the prediction that Strategy will accumulate 4.3% of Bitcoin’s total supply by 2027's end.