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Memecoins have seen some of the biggest gains in the postelection crypto rally, but market leadership could soon flip to more "serious" tokens. "We don't expect the rally to resemble the '17 or '21 bull markets and would fade the rally for 99% of tokens in circulation with no intrinsic value," Shah said in a note this week. "We expect token prices to diverge in the near term as BTC and cash flow-generating tokens that power networks outperform meme tokens." "These tokens power blockchain operating systems, similar to Microsoft Windows, that enable developers to build applications like decentralized exchanges and Web3 platforms on top of them, creating networks with value." Avalanche's AVAX token has gained 36%, and the tokens tied to Uniswap and Polygon have gained 23% and 25%, respectively.
Persons: Memecoins, Donald Trump, Alkesh Shah, Shah, Avalanche's, Memecoin Shiba Inu, Elon Musk, Trump, ", bitcoin, , Ethereum, It's, it's, — CNBC's Michael Bloom Organizations: Bank of America, BTC, Microsoft Windows, Uniswap, Elon, Government, Securities and Exchange Commission, SEC, Solana Locations: AVAX, Ethereum
Bank of America has identified several stocks and exchange-traded funds (ETFs) poised to benefit from the growth in artificial intelligence. The Wall Street bank surveyed its fundamental equity team of 130 analysts, covering approximately 3,400 companies, to identify the companies that stand to gain from AI across various sectors. The bank believes the development of AI is the third major tech cycle over the past five decades. The earlier cycles are the growth of the internet and mobile phone devices. "Despite AI capital expenditure potentially reaching [$1 trillion plus] in the near term, we're only in 1996 relative to the internet," said Bank of America analysts led by Alkesh Shah, who compiled the stock picks, on Aug 5.
Persons: Alkesh Shah, — CNBC's Michael Bloom Organizations: of America, Budweiser, Anheuser, Busch InBev, ASM International, SAP Locations: U.S, Orange, British
Investors took note and scrambled to get exposure to AI stocks, many of which are among this year's top performers. Top investment firms like Bank of America, Morgan Stanley, and UBS told clients this summer that AI is worth the hype. 11 high-upside AI stocks with dividendsThere's no shortage of ideas about how to profit from AI, as Insider has noted throughout 2023. Bank of America recently put together a list of 164 buy-rated stocks across industries that are tied to AI. Below are those 11 high-upside, stable-dividend stocks with AI exposure and a buy rating from Bank of America along with the ticker, market capitalization, previous close, sector, industry, and country for each.
Persons: Morgan Stanley, Goldman Sachs, Alkesh Shah, Shah Organizations: Bank of America, UBS, Robotics, Intelligence, Technology, US
PayPal 's new stablecoin — known as PYUSD — has the potential to facilitate payments , but it must overcome several headwinds before it takes off, Bank of America said. "Over the longer term, we expect PYUSD to experience additional adoption headwinds as competition from [central bank digital currencies] and yield-bearing stablecoins increases," the analyst added. "Over the longer term, we expect PYUSD to experience additional adoption headwinds as competition from CBDCs and yield-bearing stablecoins increases," he said. "Investors may have been fine holding non-yield bearing stablecoins, such as USDT and USDC, when rates were close to zero, but yield-bearing stablecoins will likely become increasingly available and attractive." Instead, Bank of America expects PYUSD to target the "largely untapped" market for blockchain-enabled asset transfers, payments and remittances.
Persons: , headwinds Shah, PYUSD, Shah, — CNBC's Michael Bloom Organizations: PayPal, Bank of America Locations: U.S
Bitcoin peaked at $30,438 in Asian trade and was last up 1.4% at $30,070. It has gained nearly 6% since the start of the month, after rising 23% in March. This brings digital asset flows back into positive territory for the year, the report showed. "If (bitcoin) can survive the week over $30,000, we are going higher." While Shapella is not likely to directly drive sell pressure on ether, there could be heightened volatility around the event, Bank of America strategist Alkesh Shah said.
Crypto-related stocks rose Tuesday after bitcoin broke above $30,000 to hit a 10-month high. Bitcoin miners Marathon Digital and Riot Platforms also edged higher in early-morning trading, having logged double-digit gains the previous trading session. Amplify's Transformational Data Sharing ETF, which tracks crypto stocks, has outperformed in 2023. The crypto stocks logged gains Monday even as the Nasdaq Composite — which tracks the tech sector more broadly but tends to move in lockstep with bitcoin — closed 0.03% lower. Read more: Bitcoin's nearing a breakout moment — prices topped $30,000 for the first time since June 2022
Bitcoin held on to its new highs this week and saw the biggest exchange inflows of the year, but the rally could be dwindling, investors say. Bitcoin's exchange net inflows were the largest of the year and 8.2x larger than the prior week's, suggesting this month's rally was led by retail investors, Citi analyst Alkesh Shah, noted in a separate report Friday. This past month's banking crisis, however, brought a moment of awareness to bitcoin investors that has partly driven the recent rally. "While bitcoin's rally is somewhat extended, the now 40% bounce off the 200-day moving average highlights strength of trend," he said. What the charts say This week, bitcoin briefly dropped to the $26,000 level, almost returning to the key level of $25,200 chart analysts have been monitoring.
The other was the riskiest of risk assets, whose moves mirrored those of tech stocks. It won't happen overnight, but investors more than ever want to see a crypto market driven by utility rather than speculation . Barclays analyst Benjamin Budish said his team believes "crypto assets are likely to continue to behave like high-beta risk assets going forward." Investing in the next two quarters Bitcoin has fallen more than 60% this year and sits roughly 75% off of its all-time high from November 2021. When there's a pullback in that growth, as there was this year, bitcoin tends to struggle, Alden explained.
The Taihuttu family in November, days after moving back to Phuket. Didi TaihuttuZoom In Icon Arrows pointing outwards The Taihuttu family in Lagos, Portugal on the day they adopted Teddy, their Pomeranian puppy. Thumb drive-size devices like a Trezor or Ledger offer a way to secure crypto tokens "cold." When asked why he is going all in on DEXs instead of keeping his crypto cold, Didi pointed to ease of access. Under it all, the Bitcoin Family still believes that the original cryptocurrency is a solid bet.
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