Bernstein analysts recommend buying crypto-related stocks during a market correction in 2026.

[Bernstein Analyst Recommends Investing in Crypto-Related Stocks During 2026 Market Correction] According to Mars Finance, on January 6th, Bernstein analyst Gautam Chhugani stated that after a strong performance in 2025, the crypto sector still possesses medium- to long-term upside potential in 2026, recommending investors invest in crypto-related stocks during the 2026 market correction. In 2025, Bitcoin corrected by approximately 6% during a weak fourth quarter, but crypto-related stocks rose by an average of 59%. 2026 Outlook: Tokenization will become the dominant "supercycle." Bitcoin has bottomed out, with a target price of $150,000 in 2026 and a cycle high of $200,000 in 2027. Stablecoin supply is projected to grow by 56% to $420 billion, primarily driven by payments and fintech, involving companies such as Block, Revolut, and PayPal. RWA's total value locked (TVL) for tokenized assets is projected to increase from $37 billion to $80 billion, with tokenized equity rising from 2% to 16%. Banks may launch their own tokenized projects. Market trading volume is expected to double to $70 billion, with annual revenue of approximately $1.4 billion. Driven by the US midterm elections, related platforms (Kalshi, Robinhood, Coinbase) are expected to receive more regulatory support. Recommended stocks: Tokenization and infrastructure: HOOD, COIN, FIGR, CRCL; Bitcoin exposure: MSTR; AI related to hashrate: IREN.