Asset Class
Crypto Research & Market Analysis
Finvaulta tracks 232 research reports on Crypto, updated through September 3, 2026. Latest: “Capitalism and the Dollar: The AI Race, Tokenization, and the Dollar's Future”.
Institutional research across the crypto asset class balances structural long-term catalysts against cyclical market volatility. On the macro front, analysts frame scarce assets like Bitcoin as primary beneficiaries of sovereign debt debasement, projecting targets up to $150,000 by mid-2027E and $300,000 by CY2029E, supported by corporate treasury strategies such as MicroStrategy's reinforced balance sheet. Concurrently, near-term market performance throughout mid-2026 reflected pressure, marked by notable ETF outflows and Bitcoin falling below $60,000, even as Solana demonstrated relative resilience with sustained ETF inflows against broader declines in Ethereum. Protocol-level shifts are also central, with Ethereum navigating organizational restructuring and debates around a new "Lean Ethereum" framework following high-profile departures. Simultaneously, institutional infrastructure is transitioning toward deployable tokenized deposits and stablecoins to power 24/7 liquidity management and atomic settlement. Finally, global regulatory oversight is rapidly maturing, encompassing US strategic reserve proposals alongside new governance frameworks across the EU, UK, and Taiwan.
Featured reports
Capitalism and the Dollar: The AI Race, Tokenization, and the Dollar's Future
The US is using blockchain-based asset tokenization to lower barriers for foreign capital, funding roughly $800bn in annual AI capex alongside twin fiscal and current account deficits. However, this pivots US funding toward volatile equity flows, making the US dollar increasingly leveraged to American AI dominance against China's low-cost open-weight model.
Flows & Liquidity: Quantity-Based vs. Price-Based Financial Conditions Metrics
Despite price-based financial conditions tightening due to higher global bond yields, quantity-based metrics such as credit and M2 money creation remain strongly supportive. Cross-asset investor positioning remains moderately long in equities and bonds without reaching extreme territory, while market liquidity has weakened primarily in cash US Treasuries.
The Flow Show: Investing with Pleasure
BofA's Bull & Bear Indicator rose to an extreme 9.7 sell signal as investors remain aggressively positioned for a 'no landing' outcome. Strategists recommend hedging policy and political risks with long positions in gold and commodities (GNR) as central banks tilt back toward rate hikes.
Net-Zero Navigator: Can Digital Assets Support Climate Goals?
This report examines how digital asset tokenisation can accelerate climate finance by enabling fractional ownership of clean energy infrastructure, green bonds, and carbon credits. While technological benefits and pilot issuances are advancing, large-scale adoption requires clearer regulatory frameworks, legal settlement finality, and robust blockchain governance.
Bitcoin and MSTR: The Debasement Trade (Updated Target Prices)
Bernstein reiterates an Outperform rating on Strategy Inc (MSTR) with a revised price target of $350 (down from $450), rolling forward its valuation to June 2027. The thesis is anchored on the global currency debasement trade favoring Bitcoin, projected to reach $150K by mid-2027E and $300K by CY2029E.
Digital Assets Need to Know
This report highlights key weekly developments in the digital asset market, focusing on institutional adoption, regulatory news, and crypto-asset performance metrics.
Crypto Monthly On-Chain And Market Data
June 2026 saw significant market capitulation for digital assets, with BTC, ETH, and SOL all recording monthly price declines amid heavy ETF outflows. The report details structural changes within the Ethereum ecosystem and market behavior metrics for major crypto-assets.
Bridging the 24/7 Divide
This report examines the gap between the 24/7 digital economy and legacy financial infrastructure, arguing that blockchain and tokenization provide the necessary programmable foundation for real-time finance.
International Market Intelligence Morning Briefing
US Market Intelligence: Morning Briefing
Global Market Intelligence: August 2026 Recap
All reports
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International Market Intelligence Morning Briefing
J.P. Morgan · Sep 4, 2026
Capitalism and the Dollar: The AI Race, Tokenization, and the Dollar's Future
Deutsche Bank · Sep 3, 2026
Flows & Liquidity: Quantity-Based vs. Price-Based Financial Conditions Metrics
J.P. Morgan · Sep 2, 2026
US Market Intelligence: Morning Briefing
J.P. Morgan · Sep 2, 2026
Global Market Intelligence: August 2026 Recap
J.P. Morgan · Sep 1, 2026
Sideways At Modestly Overweight
Deutsche Bank · Aug 28, 2026
Global Market Outlook: It's All About the Yield
Standard Chartered · Aug 28, 2026
Global Market Outlook: It's All About the Yield
Standard Chartered · Aug 28, 2026
This Week in Global Research
Goldman Sachs · Aug 28, 2026
The Flow Show: Investing with Pleasure
Bank of America · Aug 28, 2026
Jackson Hole Fed Preview
MUFG · Aug 27, 2026
Net-Zero Navigator: Can Digital Assets Support Climate Goals?
HSBC Global Investment Research · Aug 26, 2026
Bitcoin and MSTR: The Debasement Trade (Updated Target Prices)
Bernstein · Aug 26, 2026
Jackson Hole Preview: What Will Warsh Say?
Goldman Sachs · Aug 25, 2026
Jackson Hole: If You Want to Say Less, Say Less
Morgan Stanley · Aug 23, 2026
Jackson Hole: If You Want to Say Less, Say Less
Morgan Stanley · Aug 23, 2026
Turning Point
The Bear Traps Report · Aug 23, 2026
Weekly Markets Monitor
World Gold Council · Aug 17, 2026
ETF Flows: Some Interest in Equities, Continued Inflows to QQQ
Jefferies · Aug 15, 2026
GS TMT Today
Goldman Sachs · Aug 13, 2026
US Equities Color: Software Bounce
Goldman Sachs · Aug 13, 2026
Duttenhoefer's Daily
Goldman Sachs · Aug 13, 2026
Duttenhoefer's Daily
Goldman Sachs · Aug 13, 2026
TMT Today
Goldman Sachs · Aug 13, 2026
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