# Сопутствующие статьи по теме Wall Street

Ethereum To Hit $15,000 In 2026 As ‘Wall Street’s Default Chain’: Vivek Raman

Ethereum could reach $15,000 by 2026 as it becomes Wall Street's preferred blockchain for tokenization, stablecoins, and institutional adoption, according to Vivek Raman of Etherealize. He argues that Ethereum will transition into a commercial deployment era, driven by regulatory clarity, mature infrastructure, and growing institutional use cases. Key factors include the expansion of tokenized assets to nearly $100 billion (with 66% on Ethereum and its L2s), the stablecoin market cap growing to $1.5 trillion, and ETH emerging as a productive store of value. Raman highlights institutional activity from firms like JPMorgan, BlackRock, and Deutsche Bank, alongside the rise of Ethereum Layer 2 networks for customized, high-margin business models.

bitcoinist01/06 21:00

Could Wall Street Funds Turn Ozak AI Into 2026’s Biggest AI Crypto Rally? $5.38M Presale Growth Says the Shift Already Began

Ozak AI ($OZ) is emerging as a leading AI-powered blockchain project, attracting attention for its potential to become a major crypto rally in 2026. The project has raised $5.38 million in its presale, with Phase 7 currently live at $0.014 per token, indicating strong early investor confidence. Ozak AI combines predictive AI algorithms with decentralized physical infrastructure (DePIN), offering real-time analytics, cross-chain interoperability, and token utilities like staking and governance. Key partnerships with SINT, Hive Intel, Weblume, and Meganet enhance its technological capabilities and ecosystem maturity. Analysts suggest that institutional investors are increasingly interested in AI-crypto projects like Ozak AI due to its utility-focused model and growing presale momentum.

TheNewsCrypto01/06 13:58

Ethereum Overlooked by Wall Street

Ethereum experienced a significant "fundamental vs. price divergence" in 2025. Despite achieving major technical upgrades like Pectra and Fusaka, which enhanced scalability, and seeing explosive Layer 2 growth with Base chain's success, ETH's price dropped nearly 40% from its all-time high of $4900 to around $2900. A key reason was the Dencun upgrade (EIP-4844), which drastically reduced L2 transaction costs but collapsed fee revenue and ETH burning. This ended Ethereum's deflationary "ultrasound money" narrative, turning it into a mildly inflationary asset. While L2s like Base generated substantial revenue, they were seen as both a threat to L1 value capture and a source of long-term monetary premium for ETH. Ethereum faced intense competition, losing ground in areas like PayFi and DePIN to Solana, but maintained dominance in RWA (e.g., BlackRock's $2B BUIDL fund) and stablecoins. Wall Street remained cautious, with ETH ETF inflows ($9.8B) lagging behind Bitcoin's ($21.8B) due to the exclusion of staking rewards, making it less attractive as a yield-bearing asset. Potential catalysts for a turnaround include: the approval of staking-enabled ETFs, RWA expansion, a future surge in Blob demand, improved L2 interoperability, and upcoming upgrades like Glamsterdam and Verkle Trees aimed at enhancing scalability and decentralization. Ethereum is undergoing a painful transition from a retail-friendly platform to global financial infrastructure, sacrificing short-term gains for long-term, institutional-grade scalability and security.

marsbit01/02 08:28

From Left-Hand to Right-Hand Related-Party Transactions to Infiltrating Wall Street and the White House: What Power Game Is Tether Playing?

Recent reports reveal Tether's complex internal transactions and growing political ties, raising questions about its corporate governance and influence. Tether’s subsidiary Northern Data sold its bitcoin mining unit, Peak Mining, for $200 million to entities controlled by Tether’s own executives—co-founder Giancarlo Devasini and CEO Paolo Ardoino. This “left-hand-to-right-hand” deal, structured through loosely regulated markets, avoided disclosure as a related-party transaction. The timing coincided with Rumble’s $760 million acquisition plan for Northern Data. Tether, which holds 48% of Rumble, appears to have stripped high-volatility mining assets to present Northern Data as a pure AI cloud provider, likely boosting its valuation. A €610 million loan from Tether to Northern Data was reconfigured in the deal—partly converted into Rumble shares and partly into a new loan backed by Northern Data’s assets. Tether also has deep ties with Wall Street and U.S. politics. Cantor Fitzgerald’s CEO Howard Lutnick, now U.S. Secretary of Commerce, previously backed Tether’s reserves and negotiated a $600 million convertible note deal—a move criticized as a conflict of interest. Despite Lutnick’s assurances of stricter oversight, concerns remain about Tether’s influence. With an estimated $15 billion profit at a 99% margin this year, Tether is expanding into AI, media, and even sports. Critics question whether its profits serve the crypto ecosystem or a closed wealth cycle for its executives. Through strategic deals and political connections, Tether is building an empire that merges financial power with regulatory influence.

marsbit12/24 12:46

Kalshi's First Research Report Released: How Collective Intelligence Outperforms Wall Street Think Tanks in Predicting CPI

Kalshi Research's inaugural report demonstrates that prediction markets significantly outperform Wall Street consensus forecasts in predicting year-over-year CPI data, particularly during economic shocks. The study, analyzing data from February 2023 to mid-2025, shows Kalshi’s predictions had a 40.1% lower mean absolute error (MAE) than consensus forecasts overall. During major shocks (deviations >0.2 percentage points), Kalshi’s MAE was 50–60% lower, and for moderate shocks (0.1–0.2 points), it was 50–56.2% lower. When market predictions diverged from consensus by over 0.1 points, they correctly signaled a shock about 81% of the time and were more accurate in 75% of cases. The outperformance is attributed to diverse participant insights, direct financial incentives for accuracy, and efficient aggregation of dispersed information. These findings suggest prediction markets provide a valuable complementary signal, especially in volatile periods where traditional models often fail.

marsbit12/24 04:21

Kalshi's First Research Report Released: How Collective Intelligence Outperforms Wall Street Think Tanks in Predicting CPI

Kalshi Research's inaugural report demonstrates that prediction markets consistently outperform Wall Street consensus forecasts in predicting the U.S. year-over-year CPI inflation rate. The study, covering over 25 monthly CPI releases from February 2023 to mid-2025, shows Kalshi’s market-implied forecasts had a 40.1% lower mean absolute error (MAE) than consensus predictions across all environments. The advantage was most pronounced during economic "shocks." For large surprises (over 0.2 percentage points), Kalshi's forecasts were 50% more accurate a week before the data release, improving to 60% more accurate the day before. For medium surprises (0.1-0.2 percentage points), the advantage was similarly 50%, rising to 56.2% closer to the release. Crucially, a divergence of over 0.1 percentage points between the market forecast and consensus served as a strong signal, with an 81.2% probability that a shock would occur. When the two forecasts disagreed, the market prediction was more accurate 75% of the time. The report attributes this "Shock Alpha" to three factors: the "wisdom of crowds" aggregating diverse information, superior incentive structures that reward accuracy over conformity, and more efficient information synthesis, even with the same public data. This suggests prediction markets provide a valuable, differentiated signal for investors and policymakers, especially during periods of high uncertainty.

Odaily星球日报12/24 04:00

JPMorgan’s Bitcoin Move: How Institutions Are Moving Further Into BTC

JPMorgan Chase is exploring ways to deepen its exposure to Bitcoin and other digital assets by potentially offering cryptocurrency trading services to institutional clients. The internal review includes possible spot trading and derivatives linked to digital assets, though any rollout depends on client demand, risk assessments, and regulatory feasibility. This marks a significant shift for the firm, whose CEO Jamie Dimon has historically been a vocal Bitcoin critic. The move aligns with a more accommodating US regulatory environment under the Trump administration, including clearer guidelines for banks in crypto activities and appointments of officials seen as pro-crypto.

bitcoinist12/23 23:01

How Wall Street is using Ethereum without talking about Ethereum

Wall Street is increasingly adopting Ethereum's infrastructure for its cryptocurrency aspects but as a foundational utility for financial operations. Key drivers include the automation of settlement via smart contracts, enabling T+0 instant settlement and reducing manual processes. Stablecoins, particularly after the 2025 GENIUS Act, serve as a regulated digital dollar entry point, allowing continuous transfers. Major institutions like JPMorgan and BlackRock use Ethereum for tokenized funds and real-world assets, leveraging it as a distribution layer for enhanced liquidity and operational efficiency. Despite this widespread use, firms often avoid naming Ethereum directly, referring instead to neutral "onchain" or "programmable" infrastructure, highlighting its role as invisible yet essential financial plumbing.

cointelegraph12/23 13:27

No Surge, No Meme: As Crypto Moves into the Real World, Will 2026 Be the First Year of 'On-Chain Wall Street'?

marsbit12/19 15:02

Tom Lee's Dubai Speech: Many Are Ready to Give Up, Why I Still Persist

In his keynote speech at the 2025 Binance Blockchain Week in Dubai, Tom Lee, Co-founder of Fundstrat and Chairman of BitMine, argued that the crypto supercycle remains robust despite recent market pessimism. He emphasized that tokenization is the core theme of 2025 and highlighted Ethereum’s critical role as the foundational infrastructure for the future global financial system. Lee believes both Bitcoin and Ethereum have bottomed in price and predicts that Bitcoin’s traditional four-year cycle may be broken, potentially reaching $250,000 in the coming months. He also sees significant upside for Ethereum—with targets between $12,000 and $62,000—driven by institutional adoption and its utility in tokenizing real-world assets. Lee discussed the strategic importance of Digital Asset Treasury (DAT) companies like MicroStrategy and BitMine, which bridge traditional finance and DeFi. BitMine, now the largest institutional holder of Ethereum, leverages staking yields and aims to capture 5% of the Ethereum network. Lee concluded that tokenization, combined with prediction markets, will unlock unprecedented value and redefine financial markets.

marsbit12/19 03:06