Bitcoin2026-09-30 18:59:01TD Cowen Says Bitcoin Is Expanding Beyond an Investable Asset Into Financial InfrastructureInvestment bank TD Cowen said Bitcoin is starting to move beyond its role as a standalone investable asset and is increasingly being viewed as financial infrastructure for institutional products. In a Tuesday note following this week’s BitcoinTreasuries Conference in New York, the firm said institutional interest was not limited to accumulating Bitcoin. Instead, some of the most notable discussions focused on the ecosystem being built around it and its potential use in supporting capital-markets infrastructure. TD Cowen linked that shift to a broader institutional buildout already underway in custody and related services. The report pointed to growing participation from larger pools of capital and said Bitcoin custody is becoming more institutionalized. It also referenced moves by major banks in the U.S. and Europe, including BNY Mellon’s 2022 launch of digital asset custody services and Deutsche Bank’s statement this month that it plans to roll out a Bitcoin custody service for European corporate and institutional clients later in 2026. TD Cowen said these developments show Bitcoin evolving into a broader financial ecosystem capable of supporting more sophisticated institutional participation.50
Deutsche Bank2026-09-30 15:28:35Deutsche Bank CEO says German election result may worry foreign investorsDeutsche Bank Chief Executive Officer Christian Sewing said Germany’s recent election result could hurt the country’s appeal to international investors, according to CNBC and a Techub News brief. The report did not provide further detail on which parts of the result he viewed as most damaging, nor did it include additional comments on market response or investor flows. The item was published as a short news alert, with the core point centered on Sewing’s warning that Germany’s political shift may weigh on how foreign investors view the country. No extra background, figures, or follow-up remarks were included in the source text.20
Deutsche Bank2026-09-29 12:44:27Deutsche Bank lifts Meta price target, says Muse revenue could top $36 billion by 2030Deutsche Bank said Muse has passed 3 million installs in the United States just 16 days after launch, with early growth running ahead of other major AI apps. The bank said Muse’s long-term monetization model may shift away from subscriptions and lean more heavily on transaction commissions, payments, and advertising. In Deutsche Bank’s optimistic case, Muse could generate more than $36 billion in revenue by 2030. The report also said high inference costs remain a key obstacle to scaling the product. At the same time, Deutsche Bank sees wearable devices and enterprise agents as potential channels that could broaden Muse’s use cases over time. The bank kept its Buy rating on Meta and raised its price target to $820 from $750, according to Sina Finance.150
ECB2026-09-29 12:07:50ECB opens applications for digital euro innovation platform focused on AI payment use casesThe European Central Bank has opened a new application round for its digital euro innovation platform, according to Cointelegraph. The initiative invites fintech firms, payment providers, and other organizations to explore how AI agents could take part in digital euro payments. The program has two tracks: a hands-on testing phase and a workshop stream focused on future use cases. The testing phase is scheduled for January through June 2027, when participants will build prototypes for features including electronic receipts, multi-party transactions, and conditional payments. Separately, the ECB has already selected 36 banks and payment institutions, including Revolut, Stripe, and Deutsche Bank, for another 12-month digital euro pilot set to begin in the second half of 2027. The report added that any final issuance of the digital euro still depends on European Union legislation and a later decision by the ECB.150
Deutsche Bank2026-09-29 11:19:47Deutsche Bank upgrades Netflix to Buy, cuts price target to $95Deutsche Bank changed its call on Netflix on Sept. 29, raising the stock to Buy from Hold while lowering its price target to $95 from $100. The update was cited in a brief item published by BlockBeats. The note did not include additional details on the reasoning behind the rating change or the target revision. Netflix was identified in the report under ticker NFLX.O. No further information was provided in the source about timing beyond the Sept. 29 date, or about any supporting financial assumptions tied to the new target.120
RBA2026-09-29 06:46:58Bitunix analyst says RBA rate hike to 4.60% could keep global tightening in place longerAustralia’s central bank has raised its policy rate by 25 basis points to 4.60% and said further tightening remains possible if needed, putting inflation back at the center of market attention. According to the BlockBeats report citing a Bitunix analyst, the move comes even as Australia’s consumer and housing markets have cooled, because economic growth and inflation are still running above expectations. The report also points to two cost drivers that could keep price pressures elevated: higher energy prices linked to conflict in the Middle East, and rising technology product prices tied to AI demand. The analysis extends beyond Australia. It argues that when energy costs and technology demand lift input prices at the same time, inflation can stay sticky even as economic activity slows, limiting room for global rate cuts. On commodities, Deutsche Bank said U.S. copper stockpiling tied to tariff expectations is reducing spot supply available to other regions. In an extreme scenario, the bank said copper could reach $22,050 per ton in the second quarter of 2027, though it stressed that this is not its base-case forecast. The broader market implication is that higher raw material and financing costs together could keep pressure on valuations, liquidity, and risk assets.240
Deutsche Bank2026-09-28 06:45:25Deutsche Bank says tech rotation still has room as positioning remains below June peakDeutsche Bank said in a Sept. 25 investor positioning and flow report that the tech rotation still has room to run, even after a 14% gain since late July and a fresh record high. Over the same period, the rest of the S&P 500 fell 3%, underscoring a sharp split inside the broader market. The bank’s main argument rests on positioning. Tech exposure is elevated at 0.8 standard deviations, or the 80th percentile, but still well below the early-June peak near 2 standard deviations and the 99th percentile. Chief strategist Binky Chadha said aggregate large-cap positioning sits at the 79th percentile, systematic strategies have climbed to the 91st percentile, while discretionary investors remain at the 64th percentile despite strong earnings growth. Deutsche Bank identified rate volatility as the key variable for further buying. It said discretionary positioning has a negative 89% correlation with the MOVE Index, and argued that falling rate volatility would be the condition for renewed additions. The report also showed a split in fund flows through the week ended Sept. 23, with $10.2 billion leaving equity funds, $17.3 billion entering bond funds, and $11.6 billion flowing into money market funds. Deutsche Bank kept its 2026 S&P 500 target at 8,000, with EPS forecasts of $358 for 2026 and $420 for 2027.200
Deutsche Bank2026-09-28 04:00:59Deutsche Bank says tech positioning remains below prior peak as lower rate volatility could unlock more buyingDeutsche Bank said in a Sept. 25 investor positioning and flows report that the rotation into technology stocks still has room to run, even after a 14% gain since late July and a fresh record high for the group. Over the same period, the rest of the S&P 500 fell 3%, according to the report cited by TechFlowPost. The bank’s core argument is that positioning remains uneven. Tech exposure has risen to 0.8 standard deviations, or the 80th percentile, which signals a clear overweight, but it is still well below the early-June peak near 2 standard deviations and the 99th percentile. Chief strategist Binky Chadha said overall large-cap positioning sits at the 79th percentile, while systematic strategies have climbed to the 91st percentile, leaving them more exposed to volatility shocks. By contrast, discretionary investors remain less extended at the 64th percentile. Deutsche Bank said that group’s positioning has a negative 89% correlation with the MOVE Index, a gauge of bond-market volatility, and argued that falling rate volatility is the key condition for further buying. The report also showed mixed fund flows, with equity funds posting a $10.2 billion outflow in the week through Sept. 23 while bond funds took in $17.3 billion. Deutsche Bank kept its 2026 S&P 500 target at 8,000 and its EPS forecasts at $358 for 2026 and $420 for 2027.250
