Trump Memecoin Signals Start of a New Crypto Regulatory Era: Bernstein The token introduction is a big positive for crypto builders in the U.S. following the Biden administration’s crackdown on digital assets, the report said.

Ether’s Risk-Reward Is Attractive, Bernstein Says The world’s second largest cryptocurrency may begin to outperform given the recent inflection in ETF inflows, the report said.

Ether Risk-Reward Is Attractive Given Recent Underperformance: Bernstein The world’s second largest cryptocurrency may begin to outperform given the recent inflection in ETF inflows, the report said.

MicroStrategy Is a Bitcoin Magnet Pulling in the Earth’s Capital Reserves: Bernstein Bernstein raised its MicroStrategy price target to $600 from $290. Broker Canaccord also increased its price target for the software company, to $510 from $300. The shares rose over 6% in early trading Monday.

Robinhood Is the Top Crypto Deregulation Trade, Bernstein Says The broker raised its price target on the trading platform’s stock to $51 from $30.

Crypto Friendly SEC and Senate Banking Committee Expected Under Trump: Bernstein Stablecoin and crypto-market structure bills may now see faster progress, the report said.

Stripe’s Acquisition of Bridge Validates the Usage of Stablecoins: Bernstein Stablecoins have emerged as the main use-case for blockchains, especially for cross-border payments, the report said.

Bitcoin Miners Have Considerable Upside From Their Power Portfolios: Bernstein Investors can benefit by valuing miners’ assets as efficient power shells with data center capabilities, as opposed to just bitcoin mining operations, the report said.

Iris Energy Has Committed Most of Childress Site to Expansion of Bitcoin Mining: Bernstein The bitcoin miner’s shares slumped yesterday after a Culper Research report said the site was unsuitable for artificial intelligence and high-performance computing.

Ether Spot ETFs Could See Lower Demand Compared to Bitcoin Peers: Bernstein Ether and other digital assets need a better regulatory regime and the narrative is expected to improve around the U.S. elections later this year, the report said.

Bitcoin, Crypto-Related Stocks Are Ripe for Institutional Adoption: Bernstein Spot bitcoin ETFs are expected to be approved by major wirehouses and large private bank platforms in the third and fourth quarters, the report said.

MicroStrategy Is Pioneering Bitcoin Capital Markets, Bernstein Says Michael Saylor’s firm is the only corporation that has developed institutional demand for bitcoin linked convertibles, the report said.

Robinhood’s Bitstamp Deal is Strategic and Brings Added Institutional Exposure: Bernstein The acquisition will potentially allow the trading platform to offer a wider range of crypto products to a more institutional client base, the report said.

Riot Platforms Is Best Suited to Consolidate Bitcoin Mining Sector: Bernstein The company has the financial capacity to consolidate the bitcoin mining space, the report said.

Bitcoin and Ether ETF Markets Expected to Grow to $450B: Bernstein Crypto exchange-traded funds could see over $100 billion of inflows in the next two years, the report said.

Bitcoin Miners Have Raked in Abnormal Transaction Fees Since Halving: Bernstein The spike in network fees was driven by speculative activity to mint new meme tokens following the launch of the Runes protocol, the report said.

Buy Bitcoin Miners Ahead of the Halving, Bernstein Says Bitcoin’s bullish trajectory is expected to resume after the halving once mining hashrates have adjusted to the lower rewards and ETF inflows resume, the report said.

Bitcoin Miner CEOs Are Upbeat Ahead of the Halving, Expect M&A: Bernstein Miners’ shares have lagged as bitcoin outperformance has sucked retail liquidity from mining stocks, the report said.

Stablecoins Are Seeing Adoption as a Cross-Border Settlement Mechanism: Bernstein Solana is leading the field in blockchain payments, but the network has scalability issues, the report said.

Bitcoin Fundamentals Have Never Looked Better: Bernstein The world’s largest cryptocurrency is expected to benefit from a number of positive catalysts in 2024, the report said.