"Bitcoin's $200K Target: Bernstein Sees U.S. Crypto Embrace"

Bitcoin's Long-Term Value Advantage: Analysts Predict $200,000 Price Target Amid Economic Shifts

Analysts from the research and brokerage firm Bernstein have issued a critical evaluation of the current market conditions affecting Bitcoin. They indicated that if tariffs lead to a strengthened dollar and increased inflation, it could result in diminished global liquidity for risk assets. This scenario presents a complex landscape for cryptocurrency investors, particularly as Bitcoin is currently linked to the performance of risk assets.

Despite this short-term volatility, Bernstein's experts, led by Gautam Chhugani, emphasized that Bitcoin's fundamentals remain robust. The price tends to stabilize around the $90,000 mark, supported by increasing institutional demand. The analysts suggest that as the U.S. contemplates interventions like establishing Bitcoin as a national reserve asset, we can expect ongoing inflows from ETFs and corporate investments.

Furthermore, Bernstein predicts a significant shift in policy direction under the Trump administration, envisioning cryptocurrencies like Bitcoin as strategic economic instruments. They anticipate that governments will accumulate reserves in gold and Bitcoin to cushion against economic fluctuations, positioning the U.S. as a frontrunner in a widening acceptance of crypto assets.

Bernstein expects Bitcoin to reach a price target of $200,000 by the end of 2025.

Bitfinex: Bitcoin Impacted by Tariff Policy, But Ongoing Institutional Buying Shows Market Resilience

Bitfinex Alpha's latest report shows that the Bitcoin market is undergoing a structural shift. Despite BTC's price falling below $100,000 due to the impact of Trump's tariff policy, continued institutional buying indicates market resilience. MicroStrategy increased its holdings by $1.1 billion to 10,107 BTC, bringing its total holdings to 158,400 BTC, and submitted a financing application to the SEC to prepare for future purchases; Japanese listed company Metaplanet completed a $745 million financing to expand its Bitcoin reserves as a hedge against yen depreciation risk. In January 2025, BTC recorded a 10% gain, with the price consolidating within a 15% range for nearly 65 days.

At the macro level, Bitcoin's