Dan Levy, a senior analyst at Barclays, released the latest research report and pointed out that although Tesla's four-season performance was poor, investors were relatively tolerant of fluctuations in its short-term performance. This phenomenon can't help but remind people of Bitcoin. Tesla seems to be gradually moving towards "Bitcoin", and its stock price is gradually less correlated with fundamentals, and more influenced by market sentiment and narrative. Barclays mentioned in the report tha...
According to a report by Jin Ten, China Galaxy Securities released a research report showing that considering the performance of the US economy at the end of 2024 and the current economic data, the US economy has shown a certain growth momentum and resilience. Since taking office on January 20, Trump has quickly signed a series of executive orders. His policy style emphasizes protectionism and economic nationalism, but he often bypasses Congress to advance his agenda through executive orders, so...
Investment bank KBW released a research report covering the three major bitcoin mining companies Bitdeer (BTDR), CleanSpark (CLSK) and Core Scientific (CORZ) for the first time, all of which were given "outperform" ratings. KBW gave the three companies a target price of $26.50, $19 and $22 respectively. KBW believes that in addition to the mining business, Bitdeer also has a growing ASIC manufacturing department and AI/HPC Cloud as a Service Platform; CleanSpark has the most efficient mining equ...
Tianfeng Securities released a research report saying that AI represents plan A to maintain the hegemony of the US dollar, and cryptocurrency represents plan B to hedge against the unchallenged status of the US dollar, but whether it is bitcoin or AI, energy is the core element that cannot be bypassed. Therefore, the essence of money is credit, the essence of credit is order, the essence of order is technological competition, and the essence of technological competition is energy efficiency...
In a research note, UBS said that the outlook for the U.S. stock market remains optimistic against the backdrop of a strong U.S. economy, optimism about artificial intelligence, and future pro-growth policies in the United States. We expect the S & P 500 to reach 6,600 by the end of 2025. Investors can consider using structural strategies to deal with volatility. We believe that gold remains an effective portfolio hedge amid geopolitical tensions. (Gold Ten)
JP Morgan Chase released the latest research report, based on the performance of the third quarter and the rise in bitcoin prices and computing power, and upgraded the ratings of several bitcoin mining companies. Among them, Cipher Mining and CleanSpark were upgraded from "neutral" to "overweight", with target prices of $8 and $17 respectively; MARA Holdings was upgraded from "underweight" to "neutral", with target prices raised from $12 to $23. Affected by this, Cipher rose more than 4% before ...
The number of new jobs in the US rose sharply to 227,000 in November after being severely hampered by hurricanes and strikes, but the unemployment rate also rose to 4.2 per cent, suggesting the labour market is slowing, according to the China Gold Research Report. Overall, the labour market remains in a state of "weaker job growth momentum, but the job market itself is not weak", which will provide the reason for the Federal Reserve to cut interest rates again in December. However, it is also pr...
The nomination of digital asset-friendly Paul Atkins as SEC chairperson provides the ultimate impetus Bitcoin needs to break through the 100,000, analysts led by Alex Saunders wrote in a report published Thursday by Citibank. Bitcoin continues to be underpinned by ETF funding and other purchasing power as adoption grows. But counterfeit products could benefit more from looser regulatory environments,...
On November 13th, QCP Capital released a research report saying, "Bitcoin (BTC) has entered a new phase, solidifying its position as a treasury asset increasingly held by companies, governments and institutions after approaching the $90,000 mark. Bitcoin ETF demand hit a new record, the market was hot, and huge 2.28 billion dollars flowed in three days. In the last week...
According to Kaiko's recent research report, bitcoin briefly traded at a discount of around 1% in the South Korean market last week, the second time since September. Historically, Bitcoin has traded at a premium of up to 50% in the Korean market due to South Korea's unique regulatory framework restricting cross-border capital transfers by foreign users. In March this year, as BTC hit a record high, the "Korean market premium" soared to 10% before falling back to 1-2% in the summer. Notable...