News list for " cowen"
TD Cowen, which maintains a "buy" rating on MSTR and a $535 price target, said Strategy's bitcoin premium "continues to decline" and is "falling back to lows seen during the 2021-2022 crypto winter".
TD Cowen表示，Strategy的比特币溢价“继续下滑”，正“回落至2021–2022年加密寒冬期间的低点”。该行仍维持对MSTR的“买入”评级和535美元目标价。
TD Cowen analysts said that while Strategy's mNAV recently fell below 1 (meaning its shares are trading below the market value of its bitcoin holdings), and bitcoin fell to a seven-month low, that hasn't changed its long-term outlook, and the company believes it still has plenty of upside as its bitcoin accumulation model scales. Analysts Lance Vitanza and Jonnathan Navarrete maintained their target price of $585 for MSTR, implying a lower price than Str.
TD Cowen 分析师表示，尽管 Strategy 的 mNAV 最近跌破 1（这意味着其股票的交易价格低于其比特币持有量的市场价值），而且比特币跌至七个月来的低点，但这并没有改变其长期前景，该公司认为，随着其比特币积累模型的规模扩大，该公司仍有很大的上涨空间。 分析师 Lance Vitanza 和 Jonnathan Navarrete 维持了对 MSTR 585 美元的目标价，这意味着较 Str...
Analysts at investment bank TD Cowen pointed out that with the federal government back in operation, the Securities Exchange Commission will enter a critical period in the next 12 months, and the agency is working on the regulation of the cryptocurrency industry. After the longest government shutdown, market focus has shifted to the policy agenda of SEC Chairperson Paul Atkins, the TD Cowen Washington research team led by Jaret Seiberg said in a report. "With the government reopening, the SEC wi...
投资银行 TD Cowen 分析师指出，随着联邦政府恢复运转，美国证券交易委员会未来 12 个月将迎来关键时期，该机构正着手制定加密货币行业监管规则。 由 Jaret Seiberg 领导的 TD Cowen 华盛顿研究团队在报告中称，历时最长的政府停摆结束后，市场焦点已转向 SEC 主席 Paul Atkins 的政策议程。“政府重启后，SEC 将迎来 Atkins 主席任内最重要的 12 个月，其放松监管的议程将进入实质阶段，...
TD Cowen analysts expect that the $715 million raised by Strategy through the initial euro-denominated preference share STRE will be used to purchase about 6,720 bitcoins, at an average price of about $104,500. The company currently holds 641,692 bitcoins (about $67 billion) and continues to expand its bitcoin reserves through multiple preference share funding models. Analysts maintain their bitcoin year-end benchmark price forecast at $141,277, while setting an optimistic scenario of $160,000 a...
TD Cowen分析师预计，Strategy通过首次发行欧元计价优先股STRE筹集的7.15亿美元资金，将用于购买约6,720个比特币，平均价格约104,500美元。该公司目前已持有641,692个比特币(约670亿美元)，并通过多种优先股融资模式继续扩大比特币储备。分析师维持比特币年底基准价格预测为141,277美元，同时设定了160,000美元的乐观情景和60,000美元的悲观情景。Strategy预计2025年比特币收益率将接近...
The 10th US Circuit Court of Appeals upheld Custodia's ruling that it was not entitled to the Fed's main account, a result that TD Cowen described as a "speed bump rather than a roadblock," with the prospect of crypto banks being connected to the central bank's payment system in the form of "skinny moderator accounts." Currently, institutions including Coinbase, Ripple, and Circle are also seeking national trust banking licenses.
美国第十巡回上诉法院维持 Custodia 无权获得美联储主账户的裁定，TD Cowen 分析称该结果属“减速带而非路障”，未来仍有望通过“瘦身版主账户”形式让加密银行接入央行支付系统。 目前包括 Coinbase、Ripple、Circle 等机构亦正寻求全国信托银行牌照。
