Strive的首席风险官Jeff Walton表示，若評級機構調整比特幣估值，Strategy可能從垃圾級躍升至投資級，進而接入更廣泛的資本市場。他指出，當前主流評級體系對比特幣的認定存在巨大缺口，影響了企業融資成本和信貸市場的風險定價。

Morgan Stanley issued a research report on March 20th giving MINIMAX (Hong Kong stock code 00100.HK) an overweight rating with a target price of HK$990. The report points out that MINIMAX has made significant progress in large model iterations and enhanced its AI capabilities, with expected considerable growth potential for its tokens.

Gate News 消息，3 月 18 日，3 月 19 日，花旗銀行將某加密交易平台評級從中性下調至賣出，目標價從 13 美元下調至 5.5 美元，稱該平台實現盈利還需多年。此外，花旗同日宣布下調 BTC 未來 1 年目標價至 11.2 萬美元，ETH 目標價至 3175 美元。

Benchmark分析師重申Bakkt Holdings「買入」評級，但將目標價從40美元下調至22美元，股價下跌約5%至9.15美元。調整基於預計EBITDA為5,950萬美元。Bakkt正進行戰略轉型，重新定位為面向機構的加密服務運營商。

Circle's stock price has recently risen approximately 126%, significantly outperforming other crypto companies, reflecting the resilience of USDC's market share and its leading position in stablecoin infrastructure. Analysts believe stablecoins may become the dominant standard for cross-border payments.