CoinShares

CoinShares Says Bitcoin Won't Hit $80,000. Is It Correct?

CoinShares says a hawkish Fed and the stalled CLARITY Act keep Bitcoin under $80,000. VanEck disagrees.

BeInCrypto•Lockridge Okoth18 Sept

• neutral toward CoinShares · 96%

Bitcoin Faces $80,000 Ceiling as Fed and CLARITY Risks Mount

Bitcoin may struggle to break decisively above $80,000 as tighter U.S. monetary policy and the CLARITY Act setback weigh on near-term conditions. Coinshares sees both headwinds delaying a stronger crypto recovery. Bitcoin’s $80,000 Breakout Faces a Tougher Fed Bitcoin faces a more difficult path above $80,000 after the Federal Reserve raised interest rates and signaled […]

Bitcoin.com News•Kevin Helms18 Sept

Germany leads UK in crypto adoption, driven by wealth managers and youth: CoinShares

Germany's crypto leadership highlights the impact of regulatory clarity and institutional support, potentially reshaping Europe's financial landscape.

CryptoBriefing•Editorial Team17 Sept

• neutral toward CoinShares · 96%

Crypto adoption blooming in Germany, while UK is falling ‘behind,’ says CoinShares researcher

German crypto adoption is progressing through family offices and wealth managers, while the UK’s retail-facing cryptocurrency market remains “nascent,” according to the researcher.

Cointelegraph•Cointelegraph by Zoltan Vardai17 Sept

• neutral toward CoinShares · 95%

CoinShares researcher notes family offices are bullish on Solana but still warming up to Hyperliquid

Family offices' cautious approach to Hyperliquid suggests a gradual shift in investment strategies, potentially impacting future market dynamics.

CryptoBriefing•Editorial Team17 Sept

• neutral toward CoinShares · 95%

Here’s why CoinShares doubts Bitcoin price recovery will lure back miners

Is the BTC mining sector heading into an existential crisis?

AMBCrypto•Benjamin Njiri17 Sept

• neutral toward CoinShares · 90%

Bitcoin miners have amassed $100 billion of AI deals, but almost none of the revenue exists yet

Bitcoin miners have signed more than $100 billion in AI contracts while generating barely $1.1 billion in annualized revenue. More than 4 gigawatts of artificial intelligence and high-performance computing capacity are under contract across publicly traded miners tracked by CoinShares, but only about 550 megawatts are currently billing. Still, investors are assigning a steep premium to […]

CryptoSlate•Oluwapelumi Adejumo16 Sept

Bitcoin Miners Own Something AI Developers Can't Build Fast Enough

Bitcoin (BTC) mining sites have become some of the scarcest permitted power capacity in the United States. With 151 data center restrictions still active, AI developers face years of waiting to plug in anywhere new. CoinShares cited at least 225 data center moratoriums or restrictions in its second-quarter mining report. The clampdown turns already energized

BeInCrypto•Kamina Bashir16 Sept

Bitcoin price recovery unlikely to lure AI-focused miners back, CoinShares says

Publicly listed BTC miners produced bitcoin at an average ex-tax cash cost of roughly $75,500 in in the second quarter.

The Block•Kyle Baird15 Sept

Bitcoin’s ‘Unusual Mix’: Bearish Inflation Print, Bullish Buyback Failure

Bitcoin Magazine Bitcoin’s ‘Unusual Mix’: Bearish Inflation Print, Bullish Buyback Failure A new CoinShares report said bitcoin's price could be hurt in the short-term but benefit in the long-term. This post Bitcoin’s ‘Unusual Mix’: Bearish Inflation Print, Bullish Buyback Failure first appeared on Bitcoin Magazine and is written by Mathew Di Salvo .

Bitcoin Magazine•Mathew Di Salvo11 Sept

CoinShares says latest CPI print offers no support for Bitcoin

The CPI data suggests prolonged monetary tightening, potentially hindering Bitcoin's growth amid increased investor caution.

CryptoBriefing•Editorial Team11 Sept

Bitcoin Miners Rebalance as AI Returns Outpace Mining

Bitcoin mining faces near-term margin pressure as AI offers miners higher returns, while US hash rate still grows, CoinShares reports.

Coinspeaker•Daniel Francis10 Sept

Two Factors Could Break Bitcoin (BTC) out of Range Trading As Chances of Fed Rate Hike Next Week Hover Around 60%: CoinShares

Bitcoin (BTC) is once again trading like gold as investors hedge against potential inflation, according to new analysis from the digital asset management firm CoinShares. James Butterfill, CoinShares’ head of research, notes that dueling speeches from Federal Reserve chairman Kevin Warsh and Fed governor Christopher Waller left different impressions about the possibility of a September […]

The Daily Hodl•Conor Devitt7 Sept

Bitcoin fund flows show investors trading Fed rate path, not exiting market: CoinShares

Bitcoin’s struggle to break $80,000 comes as markets price in a growing chance of a September rate hike, putting monetary conditions back in focus.

Cointelegraph•Cointelegraph by Sam Bourgi7 Sept

CoinShares reports slowdown in digital asset fund flows as investors pivot to blockchain equities

Institutional investors' shift from digital assets to blockchain equities highlights a strategic pivot towards perceived stability and infrastructure growth.

CryptoBriefing•Editorial Team4 Sept

CoinShares reports $2B in crypto ETP inflows as AI revenue for Bitcoin miners could hit 70%

Bitcoin miners' shift to AI and HPC highlights a strategic pivot, reshaping industry dynamics and investor confidence in crypto markets.

CryptoBriefing•Editorial Team28 Aug

CoinShares projects Bitcoin to remain range-bound below $80,000

Bitcoin's growth hinges on macroeconomic shifts, with institutional investors cautious, awaiting clear signals from the Federal Reserve.

CryptoBriefing•Editorial Team21 Aug

Tokenized Asset Deposits Tripled to $7.4B as DeFi Shrank: CoinShares

Gold, Treasuries and the S&P 500 led the growth, in a year when spot volumes on decentralized exchanges fell by roughly 70%.

Decrypt•Decrypt Agent7 Aug

Real-World Asset Deposits Jump to $7.4 Billion Through DeFi Downturn

Deposits of tokenized real-world assets across decentralized finance more than tripled to $7.4 billion over the past year, even as total funding in the sector declined. CoinShares highlighted the split in its latest report with Token Terminal, noting that demand for tokenized assets is now driven by utility rather than by crypto market cycles. Tokenized

BeInCrypto•Kamina Bashir7 Aug

Tokenized RWAs triple deposits to $7.4 billion as broader DeFi contracts 15%: CoinShares

Deposits of tokenized RWAs into lending platforms and DEXs more than tripled from Q2 2025 to Q2 2026, from $2.3 billion to $7.4 billion.

The Block•Daniel Kuhn6 Aug