- Buy Crypto
- Markets
- Futures
- Spot
- Copy Trade
Earn- More
Bernstein Analyst Suggests Positioning in Crypto-Related Stocks During 2026 Market Pullback
BlockBeats News, January 6th, Bernstein analyst Gautam Chhugani stated that after a strong performance in 2025, the crypto industry still has medium to long-term upside potential in 2026, recommending investors to position themselves in crypto-related stocks during the 2026 market pullback.
In 2025, Bitcoin saw a mild 6% pullback in the weak fourth quarter, but crypto-related stocks on average surged 59%. Outlook for 2026:
Tokenization will become the dominant "super cycle".
Bitcoin has bottomed with a target price of $150,000 in 2026, and the 2027 cycle peak could reach $200,000.
Stablecoin supply is expected to grow by 56% to reach $420 billion, mainly driven by payments and fintech, involving companies like Block, Revolut, PayPal, etc.
Total Value Locked (TVL) of RWA tokenization is projected to increase from $37 billion to $80 billion, with tokenized equity rising from 2% to 16%, and banks may launch proprietary tokenization projects.
Predicted market trading volume is expected to double to $700 billion with approximately $1.4 billion in annual revenue; driven by the US midterm elections, related platforms (Kalshi, Robinhood, Coinbase) are poised to receive more regulatory support.
Recommended Targets:
Tokenization and Infrastructure: HOOD, COIN, FIGR, CRCL
Bitcoin Exposure: MSTR
AI and Hash Rate Related: IREN
You may also like
Rumble Launches Crypto Wallet in Collaboration with Tether, Boosting Share Value
Key Takeaways: Rumble’s latest innovation integrates cryptocurrency tipping for content creators directly within its platform. Built in partnership…
Babylon Labs Secures $15 Million from a16z Crypto to Enhance Bitcoin Collateral Framework
Key Takeaways Babylon Labs has successfully raised $15 million from a16z crypto to further develop and expand its…
Former Brazil Central Bank Official Introduces Real-Pegged Stablecoin Offering Yield Sharing
Key Takeaways BRD, a newly unveiled stablecoin by Tony Volpon, a former director of the Central Bank of…
Crypto Markets Today: Bitcoin Slides as Asia-Led Sell-Off Hits Altcoins
Key Takeaways: Bitcoin could not surpass the $94,500 mark and fell to roughly $91,530, contributing to a wider…
Start-of-the-Year Crypto Rally Stalls: What’s Next?
Key Takeaways The initial crypto market boost at the start of 2026 has lost momentum, primarily due to…
Strategy’s STRC Preferred Stock Rebounds to $100: Potential Catalyst for Bitcoin Purchases
Key Takeaways STRC, the perpetual preferred equity of Strategy, returns to $100, the first time since November. This…
Karatage Welcomes Shane O’Callaghan as Senior Partner in Strategic Move
Key Takeaways Karatage, a London-based hedge fund, appoints Shane O’Callaghan as a senior partner to enhance its institutional…
Lloyds Bank Achieves a Milestone: UK’s First Gilt Purchase via Tokenized Deposits
Key Takeaways Lloyds Bank executed the first-ever UK government gilt purchase through tokenized deposits, highlighting a transformative use…
Morgan Stanley Files for Ether Trust after Bitcoin and Solana ETF Proposals
Key Takeaways Morgan Stanley has made a significant move by filing for an Ethereum Trust with the SEC,…
Metplanet Reaches Three-Month High Following MSCI Index Decision
Key Takeaways Metplanet’s value has achieved a three-month high relative to its bitcoin holdings, reaching a multiple to…
Stores of Value: Gold and Silver Once Again Lead Global Asset Charts
Key Takeaways: Gold and silver have retaken their positions as the top assets by market capitalization, highlighting their…
XRP Could Surpass Bitcoin as XRP/BTC Chart Suggests Rare Ichimoku Breakout Since 2018
Key Takeaways XRP has experienced a significant drop from $2.39 to $2.27, with a critical support level at…
2025 Crypto Bear Market: A Crucial Year for Institutional Repricing
Key Takeaways The 2025 crypto bear market witnessed significant corrections in the DeFi and smart contract sectors, setting…
Altcoins Hold ‘Crucial’ Support, Positioned for a ‘Big Leg’ Up, Suggests Analyst
Key Takeaways The altcoin market shows potential for a significant rally above critical support levels formed since October.…
Trend Research: 2026 Beyond Paradigm, WLFI Initiates Financial Ecosystem New Era
2026 Crypto New Year's Rally: Cautiously Bullish Market Sets Sail
Why AI Tokens Are Rising Faster Than the Broader Crypto Market
AI tokens are outperforming — and not quietly. Bitcoin is moving. Ethereum is holding ground. Yet some of the strongest relative gains are coming from AI-labeled tokens, not majors, not memes. At first glance, this feels intuitive. AI is real technology. It’s shaping industries far beyond crypto. But markets rarely move on intuition alone — especially not this fast. When prices accelerate ahead of adoption, the more useful question isn’t “Is AI important?” It’s which version of the AI story the market is buying — right now.
Market Update — January 7
Bitmine has staked another 28,000 Ethereum, worth approximately $91.16 million.
Rumble Launches Crypto Wallet in Collaboration with Tether, Boosting Share Value
Key Takeaways: Rumble’s latest innovation integrates cryptocurrency tipping for content creators directly within its platform. Built in partnership…
Babylon Labs Secures $15 Million from a16z Crypto to Enhance Bitcoin Collateral Framework
Key Takeaways Babylon Labs has successfully raised $15 million from a16z crypto to further develop and expand its…
Former Brazil Central Bank Official Introduces Real-Pegged Stablecoin Offering Yield Sharing
Key Takeaways BRD, a newly unveiled stablecoin by Tony Volpon, a former director of the Central Bank of…
Crypto Markets Today: Bitcoin Slides as Asia-Led Sell-Off Hits Altcoins
Key Takeaways: Bitcoin could not surpass the $94,500 mark and fell to roughly $91,530, contributing to a wider…
Start-of-the-Year Crypto Rally Stalls: What’s Next?
Key Takeaways The initial crypto market boost at the start of 2026 has lost momentum, primarily due to…
Strategy’s STRC Preferred Stock Rebounds to $100: Potential Catalyst for Bitcoin Purchases
Key Takeaways STRC, the perpetual preferred equity of Strategy, returns to $100, the first time since November. This…
App