Bernstein
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cryptoBitcoin Miners Become Key Players in AI Infrastructure
Bernstein reports Bitcoin miners are critical AI suppliers due to their power capacity and data center real estate, with over 27 GW planned and $90 billion in AI deals.
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cryptoKalshi Rockets to $22 Billion Valuation After $1 Billion Fundraise
Kalshi raised $1 billion at a $22B valuation, dominating US prediction markets with 90% market share and 2M monthly users.
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techIREN Pivots from Bitcoin Mining to AI Cloud, Bernstein Lowers Price Target
Bernstein analysts cut IREN's price target to $100 while maintaining an Outperform rating, recognizing the company's strategic shift from Bitcoin mining to a major AI cloud provider with a significant Microsoft contract.
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financeAI Powers $8.5 Billion Loan, Signaling Shift from Crypto Mining Finance
CoreWeave secures massive AI-focused loan, demonstrating a significant financial pivot away from volatile crypto mining models towards stable, compute-driven infrastructure.
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cryptoQuantum Computing Threat to Bitcoin: Real, Manageable, Says Bernstein
Analysis of the quantum computing threat to Bitcoin, North Korea's crypto espionage, Solana's AI strategy, and Alchemy's new payment tool.
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financeCircle Stock CRCL Shows Potential 25% Rebound Amid CLARITY Act Concerns
CRCL stabilizes near key support level, with analysts suggesting a possible $130 rebound if the floor holds.
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cryptoCircle Stock Plunges on CLARITY Act Fears
Bernstein downplays CLARITY Act impact, affirming Circle’s stablecoin fundamentals remain strong amid market volatility and rising USDC adoption.
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cryptoAnalysts Defend Circle Amid Selloff; Cathie Wood Buys Dip
Circle shares rebound as analysts argue stablecoin yield bans won't hinder adoption or revenue models.