The crypto rally is just beginning, with a projected cycle running until at least 2027 due to regulatory reform and rising institutional demand. Stocks like Coinbase, Robinhood, and Circle are poised to benefit from this trend, with Coinbase having the most direct play in the sector.
As digital assets expand beyond bitcoin, Coinbase is expected to capture the majority of trading activity, leading to a nearly 40% upside with a new $510 price target. Its growth is also fueled by a push into on-chain finance.
Coinbase’s stock has increased by 25% this year, outperforming the S&P 500’s 10% gain. Robinhood’s price target was raised to $160, reflecting a more predictable model for capturing crypto upside without as much volatility.
Circle, the company behind the USDC stablecoin, has a $230 price target, with expected surging demand for USDC offsetting falling interest rates. Both Circle and Robinhood have seen significant surges in 2025, with Circle up 70% and Robinhood up 192%.
Bernstein predicts bitcoin could reach $200,000 in the next year, with a broader cycle driven by regulatory reform and increased corporate adoption. Ethereum, solana, and other DeFi tokens are expected to play a larger role, driving trading volume and lifting related equities.
As interest rates decline, money is projected to flow back into staking, on-chain yields, and other high-risk areas of the digital assets market. For the latest crypto news, updates, and more, including ethereum and bitcoin prices, visit Yahoo Finance. 1. The United Nations released a report stating that global greenhouse gas emissions need to be cut by 45% by 2030 to avoid catastrophic climate change. Countries must take immediate action to reduce carbon emissions and transition to renewable energy sources.
2. The stock market reached new highs as investors reacted positively to strong corporate earnings reports. Tech stocks led the way, with companies like Apple and Amazon posting impressive profits. Analysts are optimistic about the market’s continued growth.
3. The FDA approved a new drug for the treatment of Alzheimer’s disease, the first of its kind in nearly 20 years. The drug, called Aduhelm, has shown promising results in clinical trials and is expected to help millions of patients suffering from the debilitating disease.
4. The European Union announced a plan to ban the sale of new gasoline and diesel cars by 2035 as part of a broader effort to combat climate change. The move is expected to accelerate the transition to electric vehicles and reduce carbon emissions in the transportation sector.
5. Scientists discovered a new species of dinosaur in Argentina, named Llukalkan aliocranianus. The carnivorous dinosaur had a unique skull structure and likely roamed the Earth during the Late Cretaceous period. The discovery sheds new light on the diversity of dinosaurs in ancient ecosystems.
Read more at Yahoo Finance: Crypto’s bull run is just beginning. Here are 3 stocks to play.