2026-01-08 08:26:16

Recently, an interesting consensus has been circulating in the crypto community — 2026 could be the true breakout year for tokenization.

The research firm Bernstein from Wall Street has recently spoken out. Although market sentiment was somewhat cold at the end of last year, they believe the underlying logic remains sound. More importantly, they have not changed their stance. Their view on Bitcoin remains unchanged: it could reach $150,000 this year, and by the market peak in 2027, it could touch $200,000.

A detail worth noting — Bitcoin fell nearly 6% last year, which doesn’t look very promising. But looking at publicly traded companies related to crypto, the average increase was 59%. That’s quite a difference. Which companies are most favored? Bernstein pointed out that Robinhood, Coinbase, Figure, and Circle are currently the best tokenization investment options, all rated as "better than the market."

However, the latest report also signals some adjustments. Circle’s target price has been lowered — from $230 to $190, and the stock price also dropped at the open. This indicates that institutions are dynamically adjusting their judgments, and nothing is set in stone.

The market logic is this: investors who panicked due to the correction at the end of last year may have missed the chance to get in. From a fundamental perspective, the big trend of tokenization has not changed; in fact, it provides a better timing for strategic positioning.

BTC0,27%

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NFTArtisanHQ

· 21h ago

tbh the whole "tokenization paradigm shift in 2026" narrative feels like institutional cope for missing the actual creative sovereignty moment... but bernstein staying bullish is kinda interesting tho

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ProofOfNothing

· 01-09 16:25

Here it comes again, every time claiming next year will be the year of explosion, but why hasn't it exploded yet? --- A 59% increase is indeed attractive, but I'm still a bit worried about Circle being cut. --- 2026? Bro, I'm here to make money, not to wait. --- Bernstein not changing their stance is the biggest signal; these people won't talk nonsense. --- A 6% drop in Bitcoin—so what? Just look at the performance of these listed companies to see where the trend is heading. --- The panic selling at the end of last year was really unjustified... Looking back now, the pullback is an opportunity to get in. --- Speaking of Circle's cut, we should wait and see; no rush to take this position. --- So the core still lies in the tokenization trend not changing; it all depends on who can hold on until 2026. --- Institutions are also adjusting, indicating that we need to look at subsequent data; we can't trust just one source. --- The numbers 150,000 and 200,000—I can only say haha. Let's see if it reaches 50,000 first.

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GasGuzzler

· 01-08 08:56

Bitcoin drops 6%, and it's already a failure? Look at these companies, they've all increased by 59%, haha

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AlwaysAnon

· 01-08 08:53

59% surge beats Bitcoin by a wide margin, this price difference is just too outrageous haha --- Exploding in 2026? Feels like just another excuse for the wait-and-see crowd --- Circle dropped from 230 to 190, institutions are starting to panic too --- Those panic selling are all retail investors, I believe that --- $150,000, I’m not really brave enough to place this bet --- Coinbase and Robinhood are indeed resilient, quite interesting --- The trend of tokenization hasn't changed, just the prices have shifted a bit --- A 6% drop is nothing, while crypto companies soar by 59%, the difference is indeed huge

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ProtocolRebel

· 01-08 08:41

Wait, Bernstein is still stubborn? $150,000? I find it hard to believe. A 6% drop last year isn't a big deal; a 59% increase in crypto stocks is the real story. Circle cut from 230 to 190... institutions are starting to get scared too. 2026, the year of explosion, sounds pretty good, but I'm just worried it might be another bear trap. By the way, did Robinhood really make a profit that time? Ask around and see if anyone can verify it.

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