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Crypto

TD Cowen sees bitcoin shifting from asset to capital markets, $132,000 by 2027

Institutional investors are shifting their approach to bitcoin from simple spot holdings to broader capital markets strategies that use common and preferred shares, bonds and income products, TD Cowen managing director Lance Vitanza said. He said investor focus has moved from whether to hold bitcoin to how to structure holdings, and that capital structure and funding capacity matter. He also cited a 2027 bitcoin price view of $132,000.

Crypto

TD Cowen flags shift as bitcoin moves beyond an investment asset

Bitcoin is moving beyond a simple investment asset toward use as institutional financial infrastructure, TD Cowen said in a memo after the Bitcoin Treasuries conference in New York. The investment bank said interest is not limited to accumulation, but is expanding to the ecosystem being built around bitcoin. It pointed to growth in custody, product design and operational structures as institutional participation rises, alongside deeper involvement by major banks in bitcoin-based technology and crypto products.

Crypto

Bitcoin may shift from 4-year halving cycle to Wall Street-style 6-8 year rhythm

Bitcoin may be moving away from its traditional four-year halving-led cycle toward a Wall Street-style 6 to 8-year rhythm, an analysis said. Analyst Willy Woo said institutional money and macro liquidity are increasingly shaping prices, making bitcoin closer to traditional short-term debt cycles. He said the halving impact is weakening as new supply shrinks, while institutional holdings now exceed miners’ annual output many times over, potentially shifting future turning points.