Bernstein

Prediction market volumes to hit $1 trillion by 2030 with Robinhood, Coinbase as key players, Bernstein says
The broker said prediction markets are scaling into a trillion-dollar asset class, driven by regulatory clarity, crypto rails and distribution via major trading platforms.

Quantum threat to Bitcoin is real, but manageable, according to Wall Street broker Bernstein
The broker said advances in quantum computing are accelerating the timeline for crypto risk, but argued Bitcoin faces a multi-year upgrade cycle, not an existential crisis.

Bitcoin outperforms gold and stocks in global turmoil as ETFs and Strategy accumulate
Wall Street broker Bernstein took note of an institutional ownership shift as behind bitcoin's resilience during this latest bout of global turmoil.

Circle could rally 60% more on stablecoin adoption, AI agentic finance, Bernstein says
Stablecoins are decoupling from crypto market cycles as they are increasingly used for digital payments, Bernstein analysts said, which bodes well for USDC issuer Circle.

Blockchain-based lender Figure named 2026 'top pick' by Wall Street analyst
The Wall Street broker said that the regulatory momentum and a volatile banking backdrop are amplifying demand for Figure’s blockchain-based credit platform.

Tokenization 'supercycle' set to drive crypto’s next leg higher in 2026: Bernstein
After a choppy end to 2025, Wall Street broker Bernstein said crypto markets have likely bottomed and it sees a broad-based tokenization boom reshaping finance.

Why Coinbase Shares Still Have 90% Upside Despite Crypto Pullback, According to Wall Street Analyst
Bernstein kept its Street-high $510 price target on Coinbase, citing strong fundamentals and product expansion.

Robinhood Makes Prediction Market Push With Purchase of Former FTX Platform LedgerX
Wall Street research firm Bernstein said the move — which Robinhood made in conjunction with market-making giant SIG — raises the stakes for competitors like Polymarket and Kalshi.

Bernstein Says U.S. Crypto Framework Positions Nation as Global Leader
With new laws defining market structure and stablecoin oversight, the broker said America’s digital asset industry has entered its most mature phase yet.

Wall Street's Biggest IREN Bull Hiked Price Target to $142 After $9.7B Microsoft AI Deal
The bitcoin miner turned AI infrastructure play received three price target raises following yesterday's news, including from Bernstein, which lifted to $125.

