Stablecoin

Robinhood

would

<h3 class="wp-block-heading" id="h-key-insights"><strong>Key Insights:</strong></h3>
<ul>
 <li>Bernstein spotlighted the top crypto stocks to watch in 2026 as Bitcoin braces for $150,000 rally.</li>
 <li>The firm predicted a “tokenization supercycle” this year.</li>
 <li>Stablecoin supply is expected to jump 56% to $420 billion, driven by growing crypto activity, and adoption by major fintech players.</li>
</ul>
<p>Bernstein analyst Gautam Chhugani has laid out his crypto outlook for 2026, predicting that Bitcoin could reach $150,000. In addition, the analyst said that the next cycle peak would be around $200,000 in 2027, even after a soft finish to 2025.</p>
<p>Chhugani highlighted several crypto stocks positioned to benefit from tokenization. He singled out Robinhood, Coinbase, Figure, and Circle as top proxies.</p>
<p>He also expects MicroStrategy’s premium to return as Bitcoin rebounds and named IREN as Bernstein’s leading AI-focused pick.</p>
<p>The firm forecasts a “tokenization supercycle” in 2026, Walter Bloomberg <a href="https://x.com/DeItaone/status/2008531465831620888" target="_blank" rel="noopener noreferrer nofollow">reported</a>. Stablecoin supply is expected to jump 56% to $420 billion, driven by growing crypto activity, cross-border payments, and adoption by major fintech players such as Block, Revolut, and PayPal.</p>
<p>Activity on Coinbase-owned Deribit shows traders placing increasing bets on Bitcoin touching $100,000 by the end of January. Meanwhile, prediction market Polymarket currently assigns a 23% chance that Bitcoin reaches $150,000 by year-end.</p>
<h2 class="wp-block-heading" id="h-top-crypto-stocks-to-watch-as-btc-targets-150k"><strong>Top Crypto Stocks to Watch As BTC Targets $150K</strong></h2>
<h3 class="wp-block-heading" id="h-microstrategy-mstr-in-focus-as-bitcoin-gains-attention"><strong>MicroStrategy (MSTR) In Focus As Bitcoin Gains Attention</strong></h3>
<p>MicroStrategy is trading at $163.98, down 51.97% over the past year. The company acts as a proxy for Bitcoin, holding a massive 672,497 BTC.</p>
<p>The crypto stock currently trades at 1.3 times modified net asset value, below its historical premium.</p>
<p>Analysts remain optimistic, maintaining a strong buy consensus with an average target of $489.62, implying nearly 197% upside. Despite hitting 52-week lows, MicroStrategy recently raised its preferred dividend and continues to add to its Bitcoin holdings.</p>
<p>The combination of dividend support and ongoing accumulation keeps the company in focus for <a href="https://www.thecoinrepublic.com/2025/12/22/3-crypto-stocks-to-watch-as-bitcoin-price-eyes-rebound-to-95000/" rel="noopener noreferrer nofollow">investors seeking exposure to Bitcoin</a> through a public stock.</p>
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  <img loading="lazy" width="1024" height="586" src="https://www.thecoinrepublic.com/wp-content/uploads/2026/01/image-150-1024x586.png" alt="MicroStrategy Crypto Stock Movement | Source: Yahoo Finance">
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   MicroStrategy Crypto Stock Movement | Source: Yahoo Finance
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<h3 class="wp-block-heading" id="h-circle-crcl-crypto-stock-amid-stablecoin-growth"><strong>Circle (CRCL) Crypto Stock Amid Stablecoin Growth</strong></h3>
<p>Circle Internet Group stock traded at $81.56 at the time of writing and is currently 18% over the past year. The company is a major issuer of USDC and EURC stablecoins.</p>
<p>The crypto stock has dropped over the past three months but remains slightly up for the year. This suggests investor sentiment is slowly improving, but confidence has not fully returned.</p>
<p>Circle Internet Group’s shares at $81 are well below the narrative fair value of $122.10. As such, this suggests the stock is undervalued and deserves closer attention.</p>
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  <img loading="lazy" width="1024" height="587" src="https://www.thecoinrepublic.com/wp-content/uploads/2026/01/image-149-1024x587.png" alt="Circle Crypto Stock | Source: Yahoo Finance">
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   Circle Crypto Stock | Source: Yahoo Finance
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<h3 class="wp-block-heading" id="h-robinhood-hood-rockets-gaining-traction"><strong>Robinhood (HOOD) Rockets Gaining Traction</strong></h3>
<p>Robinhood stock traded at $119.15, up 193.84% over the past year. The company runs a U.S. platform where people can trade stocks, ETFs, options, gold, and cryptocurrencies.</p>
<p>Its Robinhood Crypto platform allows trading of Bitcoin, Ethereum, Dogecoin, and other digital coins.</p>
<p>The crypto stock has <a href="https://www.thecoinrepublic.com/2025/12/11/can-robinhood-hood-stock-hit-150-as-platform-activity-rockets/" rel="noopener noreferrer nofollow">grown in popularity among traders </a>thanks to the platform’s fast product innovation and expansion. One recent launch, Cortex, is an AI assistant that gives custom indicators, market analysis, and real-time insights.</p>
<p>Another key product, Legend, adds advanced features such as futures trading, short selling, simulated options returns, and near 24/5 access to index options.</p>
<div class="wp-block-image">
 <figure class="aligncenter size-large">
  <img loading="lazy" width="1024" height="495" src="https://www.thecoinrepublic.com/wp-content/uploads/2026/01/image-148-1024x495.png" alt="Robinhood (HOOD) 1-Year Return | Source: Yahoo Finance">
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   Robinhood (HOOD) 1-Year Return | Source: Yahoo Finance
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<p>Robinhood Social is enhancing the community experience with verified trading profiles, strategy sharing, expert portfolio tracking, and upcoming copy trading.</p>
<p>Users can now manage up to 10 accounts for different strategies.</p>
<p>New banking services, including mortgage offerings and a Gold credit card, are expanding Robinhood’s personal finance ecosystem.</p>
<p>AI-driven tools and fast feature rollouts are boosting engagement, premium monetization, and user retention, while advanced trading tools continue to attract both retail and professional traders.</p>
<p>All these developments make Robinhood (HOOD) among the top crypto stocks to watch in 2026.</p>
<p>The post <a href="https://www.thecoinrepublic.com/2026/01/08/top-crypto-stocks-to-watch-in-2026-as-btc-targets-150k/" rel="noopener noreferrer nofollow">Top Crypto Stocks To Watch in 2026 as BTC Targets $150K</a> appeared first on <a href="https://www.thecoinrepublic.com" rel="noopener noreferrer nofollow">The Coin Republic</a>.</p>

Top Crypto Stocks To Watch in 2026 as BTC Targets $150K

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