Analysis
Man Group Analysts Say Crypto Is Just a Rate-Sensitive Risk Asset
Bitcoin has become more correlated with the Nasdaq index and the ARK Innovation exchange-traded fund.
BofA Says Bitcoin Trades More as Risk Asset, Less as Inflation Hedge
The cryptocurrency’s volatility remains elevated relative to stock indices.
Morgan Stanley Says Bitcoin’s 50% Correction Is Nothing New
The slide is within historical norms, the bank’s analysts said.
Goldman: Bitcoin, Altcoins to Become More Correlated With Traditional Financial Market Variables
The bank’s analysts said digital assets won’t be immune to macroeconomic forces such as monetary tightening.
Coinbase Shares Are Very Unattractive Heading Into First Half, Mizuho Securities Says
The bank sees “significant downside to consensus revenue expectations.”
Bank of America Says US CBDC Would Preserve Dollar’s Status as World’s Reserve Currency
CBDC’s are an inevitable evolution of today’s electronic currencies, the bank’s analysts said.
Jefferies Sees the NFT Market Reaching More Than $80B in Value by 2025
The bank raised its market-cap forecast to over $35 billion for 2022 and expects double-digit percentage growth for the next five years.
JPMorgan Says Ethereum Is Losing NFT Market Share to Solana
The bank cites Ethereum's high transaction fees and congestion.
DeFi ‘Rug Pull’ Scams Pulled In $2.8B This Year: Chainalysis
‘Rug pulls’ accounted for 37% of all scam revenue this year compared to just 1% in 2020.
On-Chain Data Hub Nansen Eyes Aggressive Growth With $75M Raise
Accel, Singapore’s sovereign wealth fund and other VCs are backing an emerging player in making blockchain data make sense. CEO Alex Svanevik explains Nansen’s scaled-up vision.
