The Wall Street firm, Bernstein, hopes that the crypto market within reach will be more time than previously thought, potentially reaching its maximum point in 2027 instead of 2025–26, with Robinhood with higher rating with higher rating (HOOD)Coinbase (COIN)and circle (CRCL) Everything ready to benefit, said the corridor in a report on Tuesday.
Bernstein raised its target price of Robinhood to $ 160 from $ 105. The shares changed little to about $ 115 at the time of publication.
Analysts led by Gautam Chugani now see Bitcoin that reaches $ 150,000, $ 200,000 in next year, but believes that the rally will be expanded to Ether (Eth)solarium
and decentralized finance (Defi) Tokens, positioning coinbase as the key beneficiary.
The drop in rates at the end of 2025 could increase the demand for reference and performance products in the chain, while Ether and Solana treasury strategies can echo strategies (Mstr) Bitcoin Play but with additional performance, analysts wrote.
Bernstein hopes that the volume trade will increase in 2026 and reach in 2027, citing an impulse already visible in the activity of Robinhood and Coinbase and an increase in the supply of USDC.
The expansion of coinbase in derivatives and the growing adoption of the USDC of Circle, projected to reach $ 173 billion by 2027, aim at the corridor’s uprising vision.
Robinhood’s diversified model is expected to deliver 53% profits per action (EPS) compound annual growth rate (Cag) Through 2027, admitting its updated evaluation multiple, the report added.
Read more: Coinbase is becoming an important player focused on Ethereum, says Bernstein
