Bernstein | ForkLog

ForkLog 20 14.05.2025

Bernstein Identifies Three Catalysts for Ethereum’s Rally

Analysts at Bernstein have pinpointed three primary factors that have driven Ethereum’s approximately 60% surge over the past month, according to The Block. The brokerage firm’s experts noted that the ETH/BTC pair ratio has dropped by 45% over the past year, as Bitcoin has dominated as a store of value and a corporate reserve asset. […]

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ForkLog 14 13.05.2025

Bernstein Estimates $9 Billion Demand for Coinbase Shares Following S&P 500 Inclusion

Index funds may generate approximately $9 billion in demand for Coinbase shares following their inclusion in the S&P 500, according to calculations by Bernstein, reports The Block. Investments from active funds tracking the popular benchmark are expected to reach around $7 billion. Matthew Sigel, head of digital asset research at VanEck, estimated the total purchase […]

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ForkLog 20 06.05.2025

Bernstein Forecasts Corporate Bitcoin Holdings to Reach $330 Billion

By 2029, corporations are expected to increase their holdings of digital gold to $330 billion, according to calculations by Bernstein, reports Decrypt. The lion’s share of purchases will be made by Strategy, while smaller players will attempt to emulate its business model. Strategy began acquiring the first cryptocurrency in 2020. Currently, its bitcoin position has […]

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ForkLog 27 28.04.2025

Bernstein sets out the drivers of bitcoin’s march to $1m

Putative short-term correlations between bitcoin, gold and the Nasdaq are misleading, The Block reported, citing a Bernstein note. Analysts at the investment firm led by Gautam Chhugani see the following as more accurate indicators: a decline in retail selling; a growing race for corporate accumulation; renewed inflows into exchange-traded funds. All these factors lead to […]

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ForkLog 73 23.04.2025

Bernstein Identifies Five Drivers for Bitcoin’s Continued Growth

Analysts at Bernstein have identified five key catalysts for the current and future momentum of cryptocurrencies, according to Investing.com. Experts maintain a constructive outlook on the prospects of digital assets. In their view, Bitcoin could benefit from the same macroeconomic factors as traditional gold. The first cryptocurrency, compared to precious metal, has a higher beta […]

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ForkLog 39 08.04.2025

Bernstein Praises Bitcoin’s Resilience Amid Tariff Turbulence

The leading cryptocurrency has shown greater resilience following US President Donald Trump’s “Day of Liberation” than during previous crises, according to a Bernstein report, as reported by The Block. In the chaos of global markets, the reaction of the “digital gold” was deemed “simply impressive,” experts noted. In past periods of turbulence, such as the […]

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ForkLog 55 21.03.2025

Bernstein Lowers 2025 Forecasts for Bitcoin Miners’ Stocks

Analysts at Bernstein have reduced their target prices for the stocks of miners IREN, CleanSpark, and Riot Platforms for 2025. This was reported by The Block, citing the company’s report. “This year, bitcoin miners have experienced a painful correction (20–40%), while the cryptocurrency fell by 10%,” stated analysts led by Gautam Chhugani. Overall, the miners’ […]

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ForkLog 23 25.02.2025

Bernstein Predicts Liquidity Shift from Meme Coins to DeFi and NFTs

Analysts at Bernstein anticipate that as the regulatory environment evolves, liquidity in the crypto market will begin to flow back from meme coins to DeFi projects, NFTs, and gaming tokens. This is reported by The Block.

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ForkLog 122 17.02.2025

Bernstein Predicts New Bull Market Phase for Bitcoin

Analysts at Bernstein have announced the onset of the next phase of the bitcoin bull market, with key catalysts being initiatives from the administration of former U.S. President Donald Trump. This was reported by The Block. According to experts, the current upward trend began in the fourth quarter of 2023 amid expectations of approval for […]

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ForkLog 15 28.01.2025

Bernstein Highlights Renewed TradFi Interest in Crypto Post-Trump Victory

Investors have acknowledged a resurgence of interest in cryptocurrencies and the need to ramp up activities in this sector following the U.S. presidential election. This is according to a Bernstein report, as reported by The Block. The firm’s clients are still uncertain about what “transformations await the digital asset regulatory regime.” “It’s just the beginning. […]

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ForkLog 18 02.12.2024

Bernstein Predicts Inclusion of Staking in ETH ETFs

The new leadership of the SEC is expected to approve Ethereum-based exchange-traded funds that will allow holders to earn additional income from staking, according to Bernstein, as reported by The Block. “Amid declining rates in TradFi, the current Ethereum yield of 3%, which could rise to 4–5% with increased on-chain activity, is becoming increasingly attractive,” […]

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ForkLog 23 25.11.2024

MicroStrategy Expands Bitcoin Holdings, Analysts Predict Reserves Could Reach 4% of Total Supply

Bernstein experts predict that by the end of 2033, MicroStrategy will own 4% of the total bitcoin supply — 830,000 BTC at a price of $1 million. On November 25, the company additionally acquired 55,500 BTC at ~$97,862. By the end of 2033, MicroStrategy is expected to increase its bitcoin reserves from 1.7% to 4% […]

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