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The reiteration hinges on Sharplink's 0.8x discount to NAV and a Galaxy Digital co-managed yield fund that the bank argues marks a structural widening of Ethereum's demand base beyond just treasury…
A $394M quarterly net loss and a 35%+ revenue miss would normally crater a stock — but Coinbase is now valued as a crypto-cycle infrastructure play, and Wall Street is treating the quarter as…
The price target actually lands below Strategy's recent trading band, so the upside call is rooted in the new capital framework rather than a higher multiple on the existing bitcoin stack.
The reframing matters more than the price target: Benchmark is telling clients Hut 8's AI compute pipeline, not its bitcoin mining hash, is now the lens for valuing the equity.
Benchmark has initiated coverage on Securitize with a $16 price target, calling the tokenized-asset platform "poised to…
Today’s headlines read less like a market and more like a civilisational stress test — a war economy, a ban posture in Delhi, a rulebook in Washington, and a stablecoin redrawing of money at the edges.
TheBlock
Lina Haddad