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Circle Can Withstand Rate Cuts as Stablecoin Demand Grows: Bernstein
14.10.2025
The broker said lower interest rates could squeeze Circle’s revenue, but rising USDC adoption and operating leverage should keep profits on track
Bitcoin Miners Emerge as Key AI Infrastructure Partners Amid Power Crunch: Bernstein
10.10.2025
Miners’ secured grid capacity and high-density sites offer hyperscalers a faster, cheaper path to expand AI data centers as interconnection delays mount
Figure Is a Blockchain Pioneer in Credit Markets, Says Bernstein, Initiating at Outperform
6.10.2025
The broker's $54 price target suggests 35% upside from Friday's $40 close
Bitcoin Miner IREN Has 80% Potential Upside Thanks to Big Bet on AI Cloud: Bernstein
24.9.2025
The broker hiked its IREN price target to $75 from $20 while reiterating its outperform rating on the stock
Circle's USDC Market Share 'On a Tear,' Says Wall Street Broker Bernstein
8.9.2025
USDC supply has surged to $72.5 billion, 25% ahead of Bernstein’s 2025 estimates
Wall Street Sees U.S. Entry as Catalyst for Bullish’s Next Leg Up
8.9.2025
The crypto exchange received two buys, one market-perform, and one neutral rating from Wall Street analysts
Crypto Bull Market Could Run Till 2027, With Major Upside for HOOD, COIN, CRCL: Bernstein
19.8.2025
Bernstein reiterated its outperform rating on Robinhood and lifted its price target on the stock to $160 from $105
Coinbase Is Becoming a Major Ethereum-Focused Player, Bernstein Says
11.8.2025
The broker has an outperform rating on Coinbase shares with a $510 price target
SEC Chief Paul Atkin's Project Crypto Flying Under Radar Amid Market Selloff: Bernstein
4.8.2025
As crypto markets plunged Friday, a potentially historic regulatory shift flew under the radar, Wall Street broker Bernstein said in a research report Monday.In a speech that Bernstein analysts called “the boldest and most transformative crypto vision ever laid out by a sitting SEC chair,” U.S....
Coinbase/JPMorgan Deal Signals Shift in Institutional Posture Towards Crypto: Bernstein
30.7.2025
Coinbase and JPMorgan have forged a strategic partnership, signaling institutional embrace of crypto infrastructure, the Wall Street broker said
Ether Treasuries Target Yield, but Risk Looms, Says Wall Street Broker Bernstein
28.7.2025
A $1 billion ether treasury could generate as much a $50 million in annual yield, the report said
Coinbase is Driving Adoption of Circle's USDC for Payments, Financial Services: Bernstein
2.7.2025
The crypto exchange is becoming one of USDC's most active advocates across payments and financial services, Bernstein said
Circle Valuation Is 'Outside Our Comfort Zone,' Initiate at Underweight: JPMorgan
30.6.2025
The Wall Street bank started coverage of the stablecoin issuer with an underweight rating and a $80 price target
Coinbase Is the Most Misunderstood Business in Crypto, Says Analyst With Highest Wall Street Price Target
25.6.2025
The leading U.S. digital asset exchange is cementing its role as crypto’s universal bank, the Wall Street bank's analyst team said
Stablecoins to Evolve Into 'Money Rail of Internet' Once GENIUS Act Is Passed: Bernstein
16.6.2025
The Senate's GENIUS Act, a key piece of U.S. stablecoin regulation, is to be voted on this week and should be passed into law in the next few months, Wall Street broker Bernstein said in a research report Monday.Stablecoins are cryptocurrencies whose value is tied to another asset, such as...
Bitcoin’s $200K Price Forecast ‘Conservative,’ Says Bernstein
10.6.2025
Bernstein reaffirmed its $200,000 Bitcoin price forecast, labeling it “high-conviction but conservative,” based on accelerating institutional investment and structural market evolution. The firm cites the success of spot bitcoin ETFs, which now manage approximately $120 billion in assets,...
Ethereum Blockchain Is Useful Technology That 'Deserves Love,' Bernstein Says
9.6.2025
Ether ETF inflows totaled $815 million over the last 20 days as investors have woken up to the network's value proposition, the broker said
Coinbase Shares Could See $16B of Buying Pressure From S&P 500 Index Inclusion: Bernstein
13.5.2025
The exchange is the first and only crypto company to join the S&P 500 index
Corporate Treasuries Could Inject $330B Into Bitcoin—Bernstein
7.5.2025
Corporate treasuries are poised to unleash a $330 billion bitcoin buying spree by 2029, signaling explosive adoption of crypto as a mainstream balance sheet asset. Bernstein Forecasts $330B Corporate-Treasury Led Bitcoin Inflows by 2029 Global research and brokerage firm Bernstein has issued a...
Bitcoin to See Additional $330B of Corporate Treasury Inflows by 2029: Bernstein
5.5.2025
Strategy alone is expected to buy another $124 billion of bitcoin over the next five years, in the broker's bull case