Bernstein forecasts the "super tokenization cycle" starting from 2026

2026-01-08 04:14:25

Bernstein predicts that 2026 will mark the beginning of a “super cycle” of tokenization, encompassing stablecoins, capital markets, and prediction markets. This brokerage firm maintains its forecast of Bitcoin reaching $150,000 in 2026 and peaking at $200,000 in 2027.

According to the report, although market sentiment weakens by the end of 2025, the fundamentals remain strong. Crypto-related stocks such as Coinbase, Robinhood, Circle, and Figure are seen as the main beneficiaries of the next wave of tokenization.

Bernstein believes stablecoins will expand significantly into banking and payments, with the total supply expected to increase by 56% to around $420 billion by 2026. Additionally, the value of real assets tokenized on the blockchain could more than double, reaching approximately $80 billion, while the prediction market is expected to grow 100% in trading volume within the same year.

TOKEN-6.43%

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