Wall Street analysts believe the market is undervaluing the transition of mining companies to AI infrastructure and capital markets.Odaily Planet Daily News: Wall Street institutions such as Benchmark, TD Cowen, and Mizuho maintain buy ratings on four crypto-related companies: Bitdeer, DeFi Technologies, Strive, and Gemini.
Analysts believe the market is undervaluing the value of these companies' transitions to AI infrastructure and capital markets. Among them, Bitdeer's annual recurring revenue from AI cloud has reached $69 million. As of the end of the first quarter, Strive held 13,628 Bitcoins. Mizuho lowered Gemini's price target to $10 and maintained an outperform rating, noting that it is transitioning from a single crypto broker to a diversified market platform. (theblock)
Odaily Planet Daily News: Wall Street institutions such as Benchmark, TD Cowen, and Mizuho maintain buy ratings on four crypto-related companies: Bitdeer, DeFi Technologies, Strive, and Gemini.
Analysts believe the market is undervaluing the value of these companies' transitions to AI infrastructure and capital markets. Among them, Bitdeer's annual recurring revenue from AI cloud has reached $69 million. As of the end of the first quarter, Strive held 13,628 Bitcoins. Mizuho lowered Gemini's price target to $10 and maintained an outperform rating, noting that it is transitioning from a single crypto broker to a diversified market platform. (theblock)
Odaily星球日报讯 Benchmark、TD Cowen 和 Mizuho 等华尔街机构维持对 Bitdeer、DeFi Technologies、Strive 及 Gemini 四家加密相关公司的买入评级。
分析师认为市场低估了这些公司向 AI 基础设施和资本市场转型的价值。其中 Bitdeer 的 AI 云年经常性收入已达 6900 万美元。Strive 截至第一季度末持有 13628 枚比特币。Mizuho 将 Gemini 的目标价降至 10 美元并维持跑赢大盘评级，指出其正从单一加密经纪商转变为多元化市场平台。（theblock）
