¡Bernstein grita "Bitcoin ha tocado fondo"! Reafirma el objetivo de precio de 150,000 dólares al final del año: Este es el mercado bajista más débil de la historia

Wall Street renowned investment bank Bernstein issued a report on Tuesday (24th) confirming: Bitcoin has bottomed out! Despite a 45% correction caused by high interest rates and geopolitical volatility, Bernstein remains firmly committed to a year-end price forecast of $150,000. The report notes that the market currently lacks the “systemic pressure” common in previous bear markets, and institutional demand along with financing tools from Bitcoin treasury company Strategy (MSTR) are providing strong support.
(Background: Institutions now control 14% of Bitcoin supply! Bernstein praises MicroStrategy as the “last Bitcoin central bank,” with BTC’s capital base transformed)
(Additional context: Bernstein: The four-year Bitcoin cycle has ended! The institutional era begins an “extended bull market,” with BTC reaching $200,000 in 2027)

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• Reaffirm $150,000 target: corrections are merely “emotional resets”
• Strategy (MSTR) rated “Outperform,” target price $450
• Institutional demand is the core of the rebound

After multiple shocks in the crypto market, Wall Street investment bank Bernstein offers an extremely optimistic outlook. In a client briefing released on Tuesday, analyst team led by Gautam Chhugani clearly states: “We believe Bitcoin has found its bottom and is now ready to rally.”

Reaffirm $150,000 target: corrections are merely “emotional resets”

After reaching a historic high at the end of 2025, Bitcoin experienced a 45% decline due to high interest rates, Middle Eastern geopolitical risks, and ETF capital outflows. Although the drop was significant, Bernstein emphasizes that this is fundamentally different from past crypto winters:

• No systemic pressure: This correction did not involve the collapse of institutions or systemic financial risks seen previously.
• Leverage unwinding: The decline mainly resulted from long-term holders taking profits and forced liquidation of leveraged positions.
• Safe-haven resilience: Since the Iran conflict erupted at the end of February, Bitcoin’s performance has outperformed gold by 25%, highlighting its unique appeal as an “anti-censorship asset.”

Strategy (MSTR) rated “Outperform,” target price $450

Beyond Bitcoin itself, Bernstein remains highly optimistic about Strategy, which holds about 3.6% of the global supply (worth approximately $53.5 billion), viewing it as a high-beta proxy for Bitcoin:

Analysts specifically highlight Strategy’s preferred stock instrument STRC. This perpetual structure reduces equity dilution and provides long-term capital support. Its low volatility and high dividend yield are driving rapid demand for STRC in the market.

Institutional demand is the core of the rebound

Looking ahead, Bernstein believes institutional demand remains the key driver of prices. Besides resilient ETF capital flows, more banks are beginning to offer Bitcoin-related financial services, which will provide the necessary liquidity to push Bitcoin toward $150,000.

“Bitcoin has already reached its trough, and is now heading toward higher targets.”