Despite Bitcoin’s sharp 44% decline from its all-time high, analysts at investment firm Bernstein argue the current downturn lacks the hallmarks of a traditional crypto bear market. In a client note, they described the sell-off as ‘the weakest Bitcoin bear case in its history,’ driven by sentiment rather than broken fundamentals, and reaffirmed a $150,000 price target for the end of 2026.
about Bernstein: Bitcoin Downturn Not a Bear Market, $150K Target IntactBernstein
3 posts last weekBitcoin Hits $70K, Targets $100K as L2 Projects Like Bitcoin Hyper Gain
Bitcoin has decisively reclaimed the $70,000 level, confirming a bull market structure and setting sights on $100,000, driven by relentless spot ETF inflows. As capital rotates into high-beta infrastructure plays, Bitcoin Hyper ($HYPER) emerges as a leading Layer 2 contender, leveraging the Solana Virtual Machine to bring scalability to Bitcoin. The project has already attracted over $31 million in early capital, signaling strong market validation for solutions aiming to unlock Bitcoin’s vast capital base for decentralized finance.
about Bitcoin Hits $70K, Targets $100K as L2 Projects Like Bitcoin Hyper GainBitcoin Targets $200K by 2026 as L2 Solutions Like Bitcoin Hyper Gain Traction
Bitcoin’s trajectory toward a potential $180,000 to $200,000 valuation by mid-2026 is being shaped by two powerful forces: the pursuit of sovereign adoption and a fundamental market fragmentation. As analysts from firms like Bernstein and Standard Chartered watch key technical levels, a parallel narrative is unfolding where capital is aggressively flowing into high-speed Layer 2 infrastructure. Projects like Bitcoin Hyper, having raised over $31 million, exemplify this shift, creating a dual-track market where slow, steady BTC accumulation coexists with explosive speculation in scaling solutions.
about Bitcoin Targets $200K by 2026 as L2 Solutions Like Bitcoin Hyper Gain TractionBitcoin 2026 Forecasts: Banks Predict $75K-$250K Amid ETF Uncertainty
Major financial institutions have released sharply divergent Bitcoin price forecasts for 2026, with targets spanning from $75,000 to $250,000. This wide range underscores a fundamental debate: whether sustained institutional demand, primarily through spot ETFs, can overcome softer retail participation and reassert Bitcoin’s sensitivity to macroeconomic liquidity. The contrasting outlooks from banks like Standard Chartered, JPMorgan, and Bernstein reveal a market at a crossroads, where the trajectory hinges on the persistence of capital inflows versus emerging bearish on-chain signals.
about Bitcoin 2026 Forecasts: Banks Predict $75K-$250K Amid ETF UncertaintyBitcoin 2026 Outlook: Analysts Split Between $250K Bull Run and 60% Crash
As Bitcoin closed 2025 trading at $87,520—down 8% year-to-date—the market entered the new year gripped by extreme fear and starkly divided analyst projections. While prominent voices forecast a decade-long bull run targeting $250,000, others warn of a 60% decline from all-time highs, highlighting deep uncertainty about institutional flows and macroeconomic conditions that will define the coming year.
about Bitcoin 2026 Outlook: Analysts Split Between $250K Bull Run and 60% CrashBitcoin’s Volatile Path: Analysts Predict $97K-$107K Rally Before Deeper Correction
Bitcoin faces a volatile outlook as analysts warn of a potential short-term rally to $97,000-$107,000 before a deeper correction. Prominent crypto analyst Doctor Profit suggests buying at $86,000 for a tactical trade, while maintaining bearish longer-term views. Wall Street institutions have also scaled back their Bitcoin price targets for 2026, reflecting growing market caution amid a weak December trend that has seen BTC fall over 4% in the past week.
about Bitcoin's Volatile Path: Analysts Predict $97K-$107K Rally Before Deeper CorrectionStandard Chartered Slashes Bitcoin Forecasts, Cites ETF Shift
In a striking reassessment of Bitcoin’s trajectory, Standard Chartered has slashed its near-to-medium-term price targets by up to 50%, acknowledging that its famously bullish roadmap was too aggressive. The bank’s revised outlook, shared by VanEck’s Matthew Sigel, pivots on a core thesis: the traditional Bitcoin halving cycle has been overtaken and rendered largely irrelevant by the flood of capital from spot exchange-traded funds (ETFs). This fundamental shift in market structure analysis aligns with a concurrent Wall Street rethink, notably from Bernstein, signaling a new era where institutional flows, not retail-driven halving narratives, dictate price action.
about Standard Chartered Slashes Bitcoin Forecasts, Cites ETF ShiftBernstein Reaffirms $1M Bitcoin Target, Extends Bull Cycle Timeline
In a significant revision to its market outlook, Wall Street research firm Bernstein has reaffirmed its long-term $1 million Bitcoin price target for 2033 while materially extending its projected timeline for the current bull cycle. The firm now argues that Bitcoin has broken from its traditional four-year halving rhythm, entering an elongated bull market anchored by “sticky” institutional capital flowing through spot ETFs. This recalibration shifts the expected cycle peak to 2027, marking a pivotal evolution in how analysts view Bitcoin’s maturation within the traditional financial system.
about Bernstein Reaffirms $1M Bitcoin Target, Extends Bull Cycle TimelineBitcoin Rally Faces Resistance at $93K Despite Bullish Sentiment
Bitcoin’s recent ascent toward the $93,000 threshold is encountering a formidable barrier of sell orders and short positions, threatening to halt the current rally. While improving retail sentiment and continued institutional accumulation provide underlying support, the clash at this key resistance level underscores a critical juncture for the market. Analysts are now questioning whether Bitcoin’s historical four-year boom-and-bust cycle is being fundamentally reshaped by persistent institutional demand.
about Bitcoin Rally Faces Resistance at $93K Despite Bullish SentimentCoinbase Stock Drops 40%, Bernstein Sees $510 Bull Run Ahead
Coinbase (COIN) shares have plunged nearly 40% from their July peak of $444 to around $271, mirroring heightened volatility in the broader cryptocurrency market. Despite this sharp decline, analysts at Bernstein maintain a resolutely bullish outlook, reaffirming a ‘Buy’ rating with a $510 price target. Their confidence stems from Coinbase’s strategic pivot from a pure trading platform toward what they term an emerging ‘everything exchange,’ a transformation they believe will fuel a new bullish phase.
about Coinbase Stock Drops 40%, Bernstein Sees $510 Bull Run AheadBitcoin Mining Crisis: AI Pivot Splits Industry Amid Profit Plunge
Bitcoin mining profitability has collapsed to two-year lows as record network difficulty and vanishing fees create an industry crisis. The sector is rapidly dividing between traditional miners facing existential threats and those successfully pivoting to AI infrastructure services, with hashprice dropping 19% in just one month to $42.14 per terahash per day despite Bitcoin trading around $101,500. This structural shift is fundamentally rewriting the business model for cryptocurrency mining operations worldwide, creating a stark divide between those riding out Bitcoin’s hardest math problem and those rewriting it entirely through AI.
about Bitcoin Mining Crisis: AI Pivot Splits Industry Amid Profit PlungeIREN Soars on Microsoft AI Deal, Bernstein Ups Target to $125
Australian Bitcoin miner IREN has secured a transformative $9.7 billion cloud services agreement with Microsoft, triggering a significant stock upgrade from Bernstein analysts who nearly doubled their price target to $125. The five-year deal, which will provide Microsoft access to Nvidia’s advanced GB300 GPUs, underscores how cryptocurrency miners are leveraging their substantial power infrastructure to capitalize on the booming artificial intelligence sector, marking a strategic pivot that could redefine their business models.
about IREN Soars on Microsoft AI Deal, Bernstein Ups Target to $125