TechFlow news, January 6th, Bernstein analyst Gautam Chhugani expressed optimism about the cryptocurrency market trend in 2026 and suggested buying stocks of cryptocurrency companies during dips. The related analysis includes:
1. 2026 Outlook: The tokenization supercycle will dominate. Bitcoin will bottom out and rebound, with a target price of $150,000 (2026) and a peak of $200,000 (2027).
2. Stablecoins: The supply will increase by 56% to $420 billion, with payment and fintech companies such as Block, Revolut, and PayPal strongly supporting stablecoins.
3. RWA Tokenization: TVL will grow from $37 billion to $80 billion, and banks will participate in this field.
4. Prediction Markets: Trading volume will increase by 100% to $70 billion (revenue could reach $1.4 billion), and platforms like Kalshi, Robinhood, and Coinbase will receive regulatory support.
