Bitcoin News Today: Regulators and Institutions Fuel Crypto's 2027 Bull Run

Bernstein analysts have revised their forecasts for the duration of the current cryptocurrency bull market, now anticipating a prolonged surge that could extend into 2027. In a recent report, the Wall Street firm highlighted that the rally could see Bitcoin (BTC) reaching price targets of $150,000 to $200,000 within the next year, significantly higher than previously projected levels. This forecast reflects a broader shift in market sentiment, driven by institutional adoption and regulatory developments that are fostering a more structured and accessible environment for digital assets [1].

The firm’s optimism is rooted in the growing influence of institutional investors and the increasing role of major crypto platforms such as Robinhood, Coinbase, and Circle in facilitating on-chain activity and staking products. According to Bernstein, the falling interest rates expected in late 2025 could further drive demand for yield-generating assets, including those built on Ethereum and Solana blockchains. These platforms are expected to benefit from the surge in on-chain yield strategies, which mirror the corporate treasury practices seen in other sectors, such as Strategy’s Bitcoin-based approach [1].

Ethereum and Solana are also expected to see a broadening of the bull market’s upside. The report notes that ether has already appreciated by more than 150% from its lows in April, while Solana has risen by 70% in the same period. This growth is attributed to increased adoption in decentralized finance (DeFi) and the rising utility of smart contracts on these blockchains. The analysts believe that corporate treasuries may increasingly adopt Ethereum and Solana for their own holdings, echoing the trend of institutional investment seen in Bitcoin [2].

Bernstein has raised its price target for Robinhood to $160 from $105, reflecting its confidence in the platform’s diversified business model and the projected 53% compound annual growth rate (CAGR) in earnings per share (EPS) through 2027. The firm views Robinhood as a key beneficiary of the ongoing bull cycle, particularly due to its strong performance in trading volumes and its role in expanding access to crypto products for retail investors. Similarly, Coinbase’s expansion into derivatives and Circle’s USDC stablecoin, which is expected to reach $173 billion in circulation by 2027, are cited as key pillars supporting the bullish thesis [1].

Regulatory developments in the U.S. have also played a crucial role in shaping the market’s trajectory. The introduction of “Project Crypto” by the Securities and Exchange Commission (SEC) and the passage of the GENIUS Act—establishing a federal framework for stablecoins—have contributed to a more favorable regulatory environment. These changes, along with recent executive actions under the Trump administration, are seen as critical steps in positioning the U.S. as a global leader in the crypto industry [2].

Bernstein’s updated forecasts emphasize that the current bull market is not only extending in duration but also in scope, with Bitcoin leading the way but other major cryptocurrencies and DeFi platforms gaining momentum. The firm’s analysis suggests that the broader crypto ecosystem is entering a phase of sustained institutional participation and innovation, which could drive the market into a multi-year bullish phase peaking in 2027 [2].

Source: [1] Crypto Bull Market Could Run Till 2027, With Major Upside ... (https://www.coindesk.com/markets/2025/08/19/crypto-bull-market-could-run-till-2027-with-major-upside-for-hood-coin-crcl-bernstein) [2] Bitcoin could reach $200,000 within 6 months during 'long ... (https://finance.yahoo.com/news/bitcoin-could-reach-200000-within-6-months-during-long-exhausting-crypto-bull-market-173358527.html)