Bernstein called the recent Bitcoin drop the least significant
Analysts at the research and brokerage firm Bernstein maintained their optimistic outlook on Bitcoin, considering the current BTC price decline to be the least significant.
“What we are observing is the weakest Bitcoin price decline scenario in its entire history,” wrote analysts led by Gautam Chhugani in a note to clients.
In their view, the recent price drop reflects a temporary crisis of confidence rather than a failure of the underlying system. That is why they maintained their Bitcoin price target of $150,000 by the end of 2026.
The analysts noted that none of the typical catalysts of previous Bitcoin downturns have materialized, while highlighting strong institutional support, the expansion of Bitcoin ETFs, and growing participation of corporate treasuries as evidence that the current cycle is fundamentally different from previous bear markets.
Bernstein added that Bitcoin continues to trade as a liquidity-sensitive risk asset, rather than a safe-haven asset. Tightening financial conditions and rising interest rates have currently concentrated profits in precious metals and AI-related stocks.
At the same time, the experts refuted claims that Bitcoin is losing relevance in an AI-driven economy. They argue that programmable wallets are well suited for the emerging “agentic” digital environment, where autonomous software agents require global, machine-readable financial channels. Blockchains have advantages over traditional banking infrastructure, which remains constrained by closed APIs and legacy integration issues.
They also assessed the risks associated with quantum computing, not recognizing Bitcoin as uniquely vulnerable. All critical digital systems face similar challenges and will gradually transition to quantum-resistant standards.
See also: "Santiment stated that investors are ready to buy the dip"
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