Bitcoin Prices Are Stuck. These 3 Themes Could Drive Them Higher.

The price of the oldest cryptocurrency has drifted lower since mid-June, when BlackRock and other companies applied to launch the first Bitcoin ETFs.

• 2023-08-01
• Bitcoin Grayscale Bitcoin Trust Bernstein

Bitcoin Mining Is a Game of Survival, Consolidation and Potential AI Diversification: Bernstein

Mining stocks have been resurgent this year due to improving sentiment from institutional ETF filings and potential revenue diversification into high-performance computing and AI, the report said.

• 2023-07-07
• bitcoin miners bitcoin price research report Bernstein BTC price

U.S. Has Room for a Compliant Crypto ETF to Grow Market Share as a Bitcoin On-Ramp: Bernstein

Grayscale earns around $380 million in annualized fees despite its GBTC product being inefficient, illiquid and trading at a discount, the report said.

• 2023-06-26
• GBTC bitcoin ETF Bernstein Grayscale Bitcoin Trust U.S. Securities and Exchange Commission bitcoin ETF product investment giant

Classifying Crypto Tokens as Securities Will Hamper Some Blockchains’ Decentralization Efforts, Bernstein Says

The core issue is whether countries should use securities law framed decades ago to categorize crypto tokens, without realizing the efforts of blockchain networks’ to transform existing financial systems, the report said.

• 2023-06-13
• securities laws Bernstein research report

MicroStrategy’s Bitcoin Holding Doesn’t Necessarily Pose a Concentration Risk: Bernstein

Rising bitcoin prices mean a stronger balance sheet, higher stock prices and easier debt repayment, without the company needing to sell its holdings, the report said.

• 2023-04-19
• MicroStrategy balance sheet debt repayment Bernstein market sentiment stock prices

The Biggest Crypto Bull Cycle Is Upon Us: Bernstein

Macro catalysts are lining up for bitcoin, Bernstein's latest report said.

• 2023-04-18
• money market funds research report Bernstein crypto exchange

Cryptocurrency Market Set for More Upside After Bank Problems: Bernstein

The current environment is the perfect setting for the decentralized financial system to stand out as an alternative to traditional banking, the report said.

• 2023-03-20
• Silvergate Bank Signature Bank Silicon Valley Bank First Republic Bank Financial markets alternative system Bernstein