Analysts
Bitcoin Mining Economics Weakened in February: JPMorgan
The total market cap of the 14 publicly-listed U.S. bitcoin miners that the bank tracks dropped 22% last month, the report said.
U.S. Crypto Strategic Reserve More Likely, Further Details Needed: Citi
The President announced that XRP, SOL, BTC, ETH and ADA would be included in the strategic reserve.
Crypto Market Faces Weak Demand, Needs Trump Initiatives to Kick In, JPMorgan Says
Institutional crypto futures positioning suggests a weakness in demand, the report said.
U.S. Stablecoin Adoption Is Being Hindered by a Lack of Regulation, S&P Says
Institutional use of these cryptocurrencies will increase once rules are in place, the report said.
U.S.-Listed Bitcoin Miners Accounted for 29% of Global Hashrate in February: JPMorgan
Mining economics came under pressure as the network hashrate rose while the bitcoin price fell, the report said.
LIBRA Apparent Rug Pull Is Latest 'Sordid Episode' Emerging From Solana's Memecoin Complex: Galaxy
The SOL price has slumped against both the dollar and ether.
U.S.-Listed Bitcoin Miners Are Growing Their Share of the Network Hashrate: Bernstein
These companies grew their share of the Bitcoin network to about 29% in January from around 20% a year ago, the report said.
U.S. Crypto Task Force to Focus on Delivering National Bitcoin Reserve: Bernstein
The Federal Reserve could issue debt or sell some of its gold reserves to fund purchases of BTC, the report said.
Coinbase Benefits From Strong Near-Term Momentum, 2025 Is Off to a Good Start: JMP
The broker raised its Coinbase price target to $475 from $400 while maintaining its market outperform rating on the stock.
Tether May Have to Sell Some Bitcoin to Comply With U.S. Stablecoin Rules: JPMorgan
Company data suggests that Tether's reserves are 66% compliant under the STABLE Act and 83% under the GENIUS Act, the report said.