Tag: Thesis

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Circle (CRCL) outpaces crypto stocks as stablecoin thesis gains momentum: William Blair

Circle (CRCL) has recently outperformed other crypto-linked equities, a move investment bank William Blair said reflects more than shifting macro conditions.“It is tempting to...

Bitcoin Investment Thesis Still Intact Despite ETF Exit, Analysis Says.

Bitcoin (BTC) will see “purification” as a new wave of institutional money stays long BTC for decades, says EMJ Capital founder Eric Jackson.Key points:BTC...

Bitwise CIO Matt Hougan Challenges the ‘Commodity Blockspace’ Thesis

Ethereum controls roughly 60% of real-world asset ( RWA) tokenization today, but Bitwise CIO Matt Hougan questions whether layer one (L1) blockspace is truly...

Bloomberg Report Argues Bitcoin’s Digital Gold Thesis Is Cracking, Bitcoiners Disagree

A new Bloomberg analysis argues bitcoin is facing a “$1 trillion identity crisis,” as falling prices, exchange-traded fund (ETF) outflows, and rising competition from...