Markets2m read
Bernstein Identifies OUSD as Potentially Strong Stablecoin Challenger to Circle-Tether Duopoly
Bernstein analysts suggest OUSD could become a strong new challenger to the dominant Circle-Tether stablecoin duopoly.
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Markets2m read
Bernstein: Kalshi and Polymarket Could Become M&A Targets Amidst Market Consolidation
Bernstein suggests prediction market platforms Kalshi and Polymarket could become M&A targets as operational consolidation blurs lines between exchanges and sportsbooks.
Markets3m read
Bernstein: Prediction Market Consolidation Could Trigger M&A Wave, Regulatory Risks
Bernstein analysts indicate that prediction market platforms consolidating core operations could lead to M&A and increased antitrust and regulatory scrutiny.
Markets2m read
FIFA World Cup Poised to Ignite Billions in Crypto Prediction Market Volume
The upcoming 48-team FIFA World Cup is anticipated to be a monumental catalyst, driving billions in volume for online sports betting, particularly within crypto prediction markets.
Bitcoin2m read
Bernstein Predicts Slower Bitcoin Inflows by 2026 as Investors Pivot to AI
Bernstein predicts Bitcoin inflows will slow by 2026 as investors pivot to AI, yet affirms Bitcoin's enduring strength as a diversified store of value.
Bitcoin3m read
Bernstein Maintains $150,000 Bitcoin Target Amidst Shifting Investor Focus
While retail investors chase AI, Bernstein analysts predict Bitcoin will hit $150,000 this year, viewing recent price dips as market maturation, not decline.
Bitcoin1m read
Bitcoin's Store-of-Value Thesis Strong Despite Recent Price Dip to $63,000
Despite recent market volatility and a dip to around **$63,000**, analysts affirm Bitcoin's long-term value proposition remains robust.
Markets3m read
Bitcoin Miners Emerge as Key AI Power Providers, Revenue Expected to Surge
Bitcoin miners are increasingly positioned as crucial "power landlords" for the AI boom, with analysts predicting significant revenue growth for these energy-rich operations.