Various investor groups are increasingly recognizing that “crypto is back,” according to analysts at research and brokerage firm Bernstein. Bernstein Says Investors Eye Market Expansion Amid US Political Change Following the discussions across various financial sectors, Bernstein noted that investors see a need to increase their crypto market activities amid the changing U.S. political landscape under the Trump administration. Bernstein analysts led by Gautam Chhugani reported that investor groups spanning finance, payments, data centers, energy, growth, technology and crypto businesses are aware of the political shift but remain uncertain about the potentially transformative regulatory changes on the horizon. “Things are still early and we think investors are just getting started in crypto,” Chhugani wrote in a client note on Tuesday. $200,000 Bitcoin Target and Key Market Drivers Discussions also revolved around Bernstein’s bold Bitcoin price target of $200,000 by the end of 2025. Analysts pointed to several key catalysts: Regulatory clarity, including President Trump’s executive order on crypto and the repeal of SAB 121, which would have allowed U.S. banks to store digital assets. Institutional investment growth, with Bitcoin ETF inflows and institutional BTC purchases projected to double from $60 billion in 2024 to $120 billion in 2025. Potential for banks to offer leverage services on crypto assets and increased institutional adoption. Despite the bullish predictions, Bernstein noted that institutional investors remain neutral on Bitcoin’s price direction and are instead focusing on crypto stocks due to limitations on direct spot Bitcoin exposure. *This is not investment advice. Continue Reading: Bernstein Analysts Share Bitcoin Price Predictions and Investor Trends for 2025! Here Are the Details
