Bernstein: Crypto Bull Run Won’t Stop Until 2027

Analysts see Bitcoin at 200K, Solana and DeFi ripping, and U.S. policy fueling the longest rally in crypto history.

⚡ Quick Hits

• ₿ Bitcoin forecast: 150K–200K by 2026
• 🏦 Coinbase (COIN): 510 target
• 📱 Robinhood (HOOD): 160 target
• 🪙 Circle (CRCL): 230 target
• 💵 USDC supply: 99B by 2026 → 173B by 2027
• 🚀 Bull cycle horizon: through at least 2027

🇺🇸 Politics + Institutions = Rocket Fuel

Bernstein analysts say the U.S. political climate is about to turbocharge crypto.

• President Trump’s administration is leaning pro-crypto
• Regulatory clarity is creating confidence
• America could become the global hub for digital assets

Layer in institutional demand — hedge funds, asset managers, corporates — and you’ve got the makings of a multi-year bull market.

📈 Beyond Bitcoin: The Next Wave

This rally isn’t just Bitcoin. Bernstein sees Ethereum, Solana, and DeFi tokens leading the charge.

Updated forecasts for crypto-linked equities:

• Coinbase (COIN) → 510
• Robinhood (HOOD) → 160
• Circle (CRCL) → 230

Meanwhile, stablecoins are booming: USDC supply to hit 173B by 2027. That’s digital dollars going mainstream — retail, institutions, DeFi.

🧠 Bernstein’s Take

Earlier notes called this a “long and exhausting bull market.” Translation: gains won’t be a straight line, but the upside is massive.

“The current bull market may continue for several years, fueled not only by Bitcoin but also by Ethereum, Solana, and the broader DeFi ecosystem.”

Key drivers:

• ✅ Institutional participation
• ✅ Political support
• ✅ Multi-chain adoption

🔮 Bigger Picture

• Bitcoin at 200K is no longer a moonshot — it’s on the forecast sheet
• DeFi + Solana could rival BTC + ETH as capital magnets
• U.S. stablecoins may finally anchor the global digital economy

If Bernstein is right, crypto’s next three years will look less like a pump and more like a tectonic shift in finance.

TL;DR

• 📈 Bernstein calls for a multi-year bull run through 2027
• ₿ Bitcoin forecast: 150K–200K by 2026
• 📊 Coinbase 510, Robinhood 160, Circle 230 targets
• 💵 USDC to hit 173B supply by 2027
• 🇺🇸 Trump-era policy + institutional demand = bull cycle fuel