SEC Approval of Spot Bitcoin ETF Is Unlikely to Be a Game Changer for Crypto Markets: JPMorgan

Such ETFs have existed for some time in Canada and Europe, but have failed to attract large investor interest, the report said.

• 2023-07-07
• JPMorgan bitcoin ETF research report investor interest SEC U.S. Securities and Exchange Commission futures markets game changer

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

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

First Mover Americas: Is Bitcoin Heading Below $26K?

The latest price moves in bitcoin (BTC) and crypto markets in context for June 5, 2023. First Mover is CoinDesk’s daily newsletter that contextualizes the latest actions in the crypto markets.

• 2023-06-05
• Richard Teng Changpeng Zhao bitcoin mining Bitcoin research report

Crypto Market Near-Term Upside Is Likely Capped: Bank of America

The bank expects digital asset trading volumes to remain subdued, with retail investors remaining on the sidelines.

• 2023-05-23
• Bank of America Alkesh Shah Andrew Moss digital asset research report trading range

Crypto Market Recovery Unlikely Until Stablecoin Universe Stops Shrinking: JPMorgan

Tether’s market cap has been growing at the expense of rival stablecoins such as USD Coin, the report said.

• 2023-05-19
• JPMorgan research report

The New Crypto Cycle Will Be About Ether Yields: Bernstein

Ether staking trends following the Shanghai upgrade have beaten expectations, the report said.

• 2023-05-16
• Bernstein bank deposits research report Manas Agrawal Gautam Chhugani money market yields

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

Bitcoin Isn’t Trading as a Currency, but as a Speculative Asset: Morgan Stanley

The cryptocurrency isn’t isolated from the traditional banking system, and its price is supported by U.S. dollar liquidity, the report said.

• 2023-03-15
• Morgan Stanley counterparty risk central bank traditional banks research report Sheena Shah

Crypto Regulatory Initiatives Show SEC’s Dominance Among US Regulators: JPMorgan

JPMorgan foresees more regulatory actions on stablecoin issuers, custody and protection of investors’ digital assets and on the unbundling of crypto services, the report said.

• 2023-02-23
• digital assets SEC research report JPMorgan Gary Gensler regulatory actions securities laws