Cryptocurrency concept stocks shake up Wall Street! Bernstein predicts Bitcoin will surge to $150,000

Wall Street investment firm Bernstein’s latest research indicates that cryptocurrency concept stocks are becoming the biggest winners in the market. After experiencing a correction at the end of 2025, the firm’s analysis team believes that the market has completed its bottoming phase, and the current pullback instead presents an excellent opportunity to position in cryptocurrency concept stocks. Led by analyst Gautam Chhugani, the team emphasizes that although market sentiment briefly weakened at the end of last year, industry fundamentals remain solid, and the outlook for Bitcoin remains optimistic.

According to the latest data, Bitcoin’s current trading price is approximately $90.14K, with a 24-hour increase of +0.51%. Looking back at 2025 performance, Bitcoin ended the year with a decline of about 6%, but cryptocurrency concept stocks delivered impressive results, with an average annual return of 59%, fully reflecting market confidence in the industry’s long-term development. This contrast indicates that investors are increasingly shifting their focus to publicly traded companies highly related to the crypto ecosystem.

The Right Time to Position: Why Now Is the Golden Era for Cryptocurrency Concept Stocks

Bernstein’s analysis team has given “Outperform” ratings to four companies: Robinhood (HOOD), Coinbase (COIN), Figure (FIGR), and Circle (CRCL). The firm estimates 2026 as the starting year for tokenization in the cryptocurrency industry and is optimistic that the cycle’s peak in 2027 could reach $200,000. Analysts point out that these four cryptocurrency concept stocks are currently the most representative tokenization targets in the market and are expected to benefit directly from the upcoming industry expansion.

The stability of industry fundamentals remains the core support for Bernstein’s optimistic outlook. The firm projects Bitcoin’s target price for 2026 at $150,000, implying nearly 70% upside from current levels, which is enough to attract institutional and retail investors to continue deploying assets related to cryptocurrencies.

Three Core Drivers Powering the Next Growth Wave

Bernstein states that the growth of the cryptocurrency market will mainly be driven by three forces.

First is mainstream adoption of stablecoins. Analysts forecast that the global supply of stablecoins will increase by 56% in 2026, reaching approximately $420 billion. The main drivers are cross-border commercial payments, consumer remittances, and emerging banking services based on stablecoins. This indicates that stablecoins are evolving from simple trading tools into integral parts of the traditional financial system.

Second is the booming development of asset tokenization. Bernstein estimates that the total value locked (TVL) of tokenized assets will double from about $37 billion in 2025 to $80 billion in 2026. Traditional assets such as stocks, bonds, and real estate will gradually be converted into on-chain tokens, opening up new investment channels.

The third engine comes from the explosive growth of prediction markets. The trading volume in this sector is projected to grow by 100% annually in 2026, reaching $70 billion, providing approximately $1.4 billion in annual revenue opportunities for various platforms.

These three drivers are converging to create unprecedented growth space for cryptocurrency concept stocks. Bernstein’s analysis indicates that, regardless of policy orientation, technological maturity, or market demand, the current moment marks the official entry of the cryptocurrency industry into a new stage. Investors should closely monitor investment opportunities in related concept stocks.