Category Analysts
Ether Digital Asset Treasury Companies Outpace Peers as Crypto Tailwinds Build: B. Riley
The bank said ETH-focused DATCOs have outperformed since Nov. 20 as risk appetite improved, mNAVs ticked up and staking-led strategies gained tract...
Dec, 10, 2025
by CoinDesk
Has the DAT Bubble Already Burst? CoinShares Says In Many Ways, Yes.
Digital-asset treasury plays that once traded at big premiums have fallen back toward net asset value.
Dec, 05, 2025
by CoinDesk
Strategy Stock Still a Buy at Cantor After Plunge Forces Major Price Target Cut
Lower adjusted net asset value multiple means Strategy can no longer issue equity at a premium, threatening its long-term plan to accumulate more b...
Dec, 05, 2025
by CoinDesk
Why Coinbase Shares Still Have 90% Upside Despite Crypto Pullback, According to Wall Street Analyst
Bernstein kept its Street-high $510 price target on Coinbase, citing strong fundamentals and product expansion.
Dec, 02, 2025
by CoinDesk
Ethereum’s Fusaka Upgrade Signals New Era for Value Accrual: Fidelity Digital Assets
The upgrade marks a sharper strategic turn for the blockchain, aligning protocol development with economic intent and strengthening the case for et...
Nov, 20, 2025
by CoinDesk