Analysts


Markets

Ether Spot ETF Flows Have Underwhelmed Versus Bitcoin: JPMorgan

Spot ether exchange-traded funds have seen net outflows of $500M since their launch, the report said.

(Shutterstock)

Policy

Telegram CEO's Arrest Is Unlikely to Be the Last: Galaxy

Telegram and Pavel Durov were probably resisting takedown or information requests from Europe or France, the report said.

Toncoin rises amid potential Telegram IPO (Christian Wiediger/Unsplash)

Markets

Crypto Market Has Struggled Since Spot Ether ETFs Started Trading: Citi

Demand for digital assets has dried up in recent weeks and both bitcoin and ether ETFs have seen net outflows in the last month, the report said.

Ether spot ETFs to see same sources of demand as bitcoin versions but on lower scale: Bernstein. (Rob Mitchell/CoinDesk)

Markets

Bitcoin Mining Opportunity Is Worth About $74B, JPMorgan Says

The Wall Street bank lowered its price targets for some miners to account for second-quarter results and changes in the bitcoin price and the network hashrate.

(Shutterstock)

Markets

DeFi Summer Is Making a Comeback, Steno Research Says

Total value locked across the crypto ecosystem is expected to reach an all-time high in the first half of next year, the report said.

Decentralized finance activity is starting to pick up. (Alina Grubnyak/Unsplash)

Markets

Cipher's Bitcoin Mining Business Remains Compelling, Canaccord Says

The mining business is a standout in the sector in terms of exahash growth, operating performance and low power costs, the report said.

Alta Novella's turbine room with 40 ASIC bitcoin miners.

Markets

Institutions Are Still Buying Bitcoin ETFs, Bitwise Says

The number of institutional investors holding bitcoin ETFs rose 14% in the second quarter of the year to 1,100, the report said.

Scrabble tiles spelling out "ETF GROWTH"

Markets

U.S.-Listed Bitcoin Miners Have the Upper Hand Over Unlisted Peers: Bernstein

The ability to raise debt or equity in the world's deepest capital markets is a large advantage, the report said.

bitcoin miner (Shutterstock)

Markets

Bitcoin Mining Profitability Fell to All Time Lows in August, JPMorgan Analyst Says

U.S.-listed miners' share of the network hashrate increased to 26% this month, the highest level on record, the report said.

Bitmain Antminer mining rigs (Christie Harkin/CoinDesk)

Policy

Stablecoin Regulations Could Pose Problems for Tether, JPMorgan Says; USDT Issuer Claims Sour Grapes

Stablecoin issuer Tether has attracted regulatory scrutiny in the past due to its lack of transparency about the composition of its reserves, the JPMorgan report said.

Tether CEO Paolo Ardoino (Tether)