The Wall Street broker said SharpLink is a compliant, institutional gateway to Ethereum, and gave the stock a $24 price target, offering 75% potential upside.
Western Union’s new Solana-based stablecoin and crypto cash-out network mark a smart step into blockchain-enabled remittances, the report said.
The bank noted that bitcoin and ether are once again moving in step with U.S. equities and gold.
Gemini’s trading growth is slowing despite strong card sign-ups and app downloads, said Citigroup, while Bullish momentum is accelerating.
The bank also reaffirmed TeraWulf (WULF) as its top pick in the sector.
Cantor, Canaccord and Benchmark all raised their Galaxy price objectives.
The Wall Street bank initiated coverage of Strategy with a buy/high risk rating and a $485 price target.
The company's move to bring data center development in-house strengthens its AI and mining strategy, and accelerates monetization, said analyst Mark Palme
Stablecoins are growing alongside crypto, lifting Ethereum while new networks loom and the dollar stays dominant.
Limited bitcoin outflows and heavier ether selling pointed to crypto-native liquidations as the driver of the drop.
The bank sees growing adoption, tighter supply and rising institutional inflows driving a sharp ether rally within two years.
The total market cap of the 14 U.S.-listed bitcoin miners that the bank covers rose 41% from the end of last month to a record $79 billion.
Regulation and new players are driving stablecoin momentum and paving the way for a new internet “money layer,” the broker said
Supply has surged 72% year-over-year, led by Ethereum, Solana, and Plasma’s record debut, as stablecoins begin to mirror core banking functions
The broker sees CMPO shares gaining from operational momentum and Arculus’s new trading features, with M&A potential still offering upside.
Circle and Coinbase are poised to benefit most, as stablecoins reshape global payments and challenge the dominance of traditional correspondent banks.
With rising liquidity, regulatory clarity and institutional use, stablecoins are moving beyond crypto trading to challenge traditional payment networks, DWS said.
The broker said lower interest rates could squeeze Circle’s revenue, but rising USDC adoption and operating leverage should keep profits on track.
The bank said U.S./China trade tensions triggered a sharp crypto selloff, but resilient ETF inflows are keeping its BTC and ETH forecasts intact.
Miners’ secured grid capacity and high-density sites offer hyperscalers a faster, cheaper path to expand AI data centers as interconnection delays mount.
The company's bitcoin-linked perpetual preferred shares give it a lasting capital edge, analyst Mark Palmer said.
Institutional access, a surging debasement trade, and bitcoin’s rally above $125,000 are setting the stage for the strongest quarter ever for ETF flows.
The bank expects solana exchange-traded funds to attract only a fraction of ether’s inflows.
Rising bitcoin prices, improved efficiency, and heavy investment in high-performance computing fueled a strong second quarter for miners, the bank said.
Rising stablecoin usage could offer savers in weak economies a safer alternative to local banks.
The bank forecasts bitcoin at $133,000 by year-end and $181,000 in 12 months.
The institutional blockchain has reached more than 500K daily transactions, with major banks and U.S. crypto exchanges fueling unprecedented growth.
The firm's analysts said Fed rate cuts and regulatory momentum support digital assets, though slowing growth and political roadblocks could weigh on valuations.
The average network hashrate rose 9% to an average of 1,031 EH/s last month, according to the bank.