In brief The 2026 World Cup is projected to generate up to $10 billion in consumer sports betting and prediction market trading volume, Bernstein said....
In brief Retail investors are hungry for AI stocks, making the declining Bitcoin look boring by comparison, Bernstein said Monday. Bernstein argues the low retail...
In brief Bernstein initiated coverage on TeraWulf (WULF) and Cipher Digital (CIFR) with “Outperform” ratings. Bitcoin miners have signed 17 deals worth over $110 billion...
The tokenized real-world asset (RWA) market has grown to $51 billion, up 42% this year, as private credit becomes the largest segment of the market,...
Bitcoin miners are emerging as an important part of the AI infrastructure supply chain because they control large amounts of power capacity and data center...
In brief Power availability is the central bottleneck in AI infrastructure buildout, says Bernstein, following a reported Google/Blackstone AI cloud alliance. Bitcoin miners collectively control...
Bernstein analysts said Friday that Figure Technology Solutions’ first-quarter earnings report shows that the fintech is fast becoming a company that is unique among blockchain...
Shares of Figure Technology Solutions have risen nearly 10% over the past month, but the stock still appears undervalued as the company pivots beyond its...
Prediction markets are evolving from retail speculation platforms into institutional-grade financial instruments, driven by demand for precise macro hedging and clearly defined binary outcomes, according...