jefferies

Jefferies warns that the recent outbreak of large-scale security vulnerabilities may prompt big banks to reassess, or even delay, their blockchain transformation plans.
Large capital entering the market fears this kind of "black hole-level" risk. The narrative of institutional entry had just started to warm up, but the security risks have doused it with cold water. Those old money in TradFi are always both greedy and timid, and this wave of vulnerabilities has directly undermined the technological credibility of blockchain. From a macro perspective, the hindrance of the institutionalization process means that the pace of incremental funds will slow down, and liquidity dividends will have to wait a bit longer. It's an old routine; without passing the tests of compliance and technological security, it will be very difficult for banks' money to truly settle down. #Web3 #TradFi #CryptoSecurity #Jefferies $BTC

The stablecoin boom is gaining momentum, with the market already hitting massive scale. A fresh Jefferies report warns that growing use of digital dollars (like $USDC /USDT) in payments and crypto could slowly drain 3-5% of core bank deposits over the next 5 years.

This forces traditional banks to chase more expensive funding sources, potentially slashing average earnings by ~3% and eating into profits.

No sudden bank runs expected, but a steady, quiet threat to legacy banking as on-chain dollars rise.

#Stablecoins #crypto #Banking #Jefferies

🇺🇸 JEFFERIES CALLS NEW MARKET-STRUCTURE BILL A “CRITICAL INFLECTION POINT” FOR CRYPTO TOKENIZATION

According to Jefferies, the proposed market-structure bill could be the major catalyst that finally unlocks large-scale crypto tokenization in the United States. This means real-world assets like stocks, bonds, real estate, and commodities could soon be tokenized on blockchain platforms — with clearer regulatory frameworks.
$RESOLV
📌 Why this matters:
Tokenization could dramatically expand crypto’s use cases beyond trading — turning blockchain into a mainstream infrastructure for global finance.
$DCR
📈 Market Impact:
If this bill passes, it could spark a new wave of institutional adoption and unlock massive liquidity flows into tokenized assets.
$DODO
📰 Source: CoinDesk

#FedWatch #Mag7Earnings #ScrollCoFounderXAccountHacked #Jefferies #Blockchain

Jefferies Upbeat on Gold Miners Heading Into 2026

Jefferies says gold miners could outperform in 2026 as supportive gold market conditions persist, with expanding margins, limited cost inflation and rising free cash flow strengthening the sector’s outlook.

Jefferies expects favourable gold market drivers — central bank buying, macro uncertainty, ETF demand — to persist into 2026.

Forecast gold price of $4,200/oz in 2026 based on continued demand and supportive fundamentals.

Higher gold prices vs slower cost growth lift margins and free cash flow for miners.

Stronger margins and solid free cash flow could make gold miners compelling plays next year, even if gold prices remain volatile.

#GoldMiners #Jefferies #MiningStocks #Investing #MarketOutlook $PAXG

🚨 URBANO: JEFFERIES STRATEGIST CUTS POSITION IN BITCOIN! 📉
Christopher Wood, the renowned strategist at Jefferies, shook the market by removing 10% of allocation in $BTC from his model portfolio. The reason? It's not volatility, but the risk of quantum computing. 💻⚛️
What you need to know:
Goodbye, BTC? Wood claims that advancements in quantum computing could break Bitcoin's encryption in a few years, threatening its thesis as a "store of value".
Flight to Gold: The capital withdrawn from Bitcoin has been redistributed: 5% to physical gold and 5% to gold miners. 🥇
Existential Risk: For Jefferies, the threat of supercomputers reversing private keys is an "existential risk" that long-term investors cannot ignore.
Heated Debate: While Wood cuts his position, the crypto community is divided. Developers claim that the risk is not imminent, but the market is already beginning to price in the "quantum panic".
Is this the end of Bitcoin's security or just institutional FUD? 👇
#Bitcoin #BTC #Jefferies #CryptoNews #QuantumComputing #Gold #BinanceSquare #Web3

☢️ Is this the end of "Digital Gold"?

#Jefferies liquidates its position at #bitcoin citing the quantum threat as an existential risk

In a move that has left strategists of #WallStreet stunned, Christopher Wood, the influential strategist from Jefferies, has completely removed #BTC from his famous "GREED & fear" model portfolio.
After years of defending cryptocurrency as the safe haven asset of the 21st century, Wood has capitulated, transferring that 10% allocation directly into physical gold and mining stocks, citing that the security of Bitcoin is no longer compatible with long-term pension investments.

Threat to the value storage thesis: Although Wood does not expect an immediate collapse, he argues that quantum computing undermines the technical foundation justifying the ownership of Bitcoin decades into the future. For a pension fund, if security is not eternal, the asset is not a store of value.

Supply vulnerability: Based on a critical study by Chaincode Labs (May 2025), the report warns that between 4 and 10 million BTC (up to 50% of the circulating supply) could be vulnerable to key theft via quantum technology.

Institutional weak point: The analysis highlights an ironic risk: wallets of exchanges and institutions are the most exposed due to address reuse, making it easier for quantum computers to "extract" private keys.

Return to roots: Wood, who was among the first to institutionally validate BTC during the pandemic, has decided that physical gold is, for the time being, the only refuge immune to the advances of advanced computing.

Critical deadline vs. Current price: The strategist separates short-term price action (which could remain bullish) from the structural viability of the protocol towards the year 2140, the date when Bitcoin's fixed supply should be completed.
#CryptoNews
$BTC

🚨 QUANTUM FEAR HITS WALL STREET: BITCOIN DUMPED FOR GOLD!

Christopher Wood of Jefferies is slashing $BTC exposure, rotating into physical gold immediately. This is a major signal about long-term security concerns.

⚠️ The driver? Theoretical long-term threat from quantum computing power. This isn't tomorrow's problem, but it's spooking the big players now.

• Shows $BTC is still fighting for permanent store-of-value status.
• Highlights the need for continuous security evolution in crypto.
• For most investors today, the risk remains minimal.

This move prioritizes established safe havens over perceived future tech risk. Watch the smart money flow.

#CryptoRisk #QuantumThreat #GoldStandard #Jefferies #BTC
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