Bitcoin 'tokenization supercycle' could send BTC, MSTR and IREN higher in 2026

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Source: Cryptonews Original Title: Bitcoin ‘tokenization supercycle’ could send BTC, MSTR and IREN higher in 2026 Original Link: Investment firm Bernstein has identified several cryptocurrency-related stocks as potential opportunities in 2026, forecasting Bitcoin could rally toward higher price levels despite a soft finish to 2025.

Bernstein analyst Gautam Chhugani released his crypto outlook for 2026, with the next cycle peak projected to occur in 2027. The analyst highlighted Robinhood, Coinbase, Figure, and Circle as companies positioned to benefit from tokenization trends. The firm also identified MicroStrategy’s premium as likely to return as Bitcoin rebounds and named IREN as its leading AI-focused selection.

Tokenization Supercycle Forecast

Bernstein forecasts a “tokenization supercycle” in 2026, expecting stablecoin supply to increase driven by growing cryptocurrency activity, cross-border payments, and adoption by major fintech companies including Block, Revolut, and PayPal.

Activity on derivatives exchange Deribit shows traders placing increasing bets on Bitcoin reaching significant price milestones by the end of January. Prediction markets have assigned probability estimates for Bitcoin reaching higher targets by year-end.

Key Beneficiaries

MicroStrategy currently trades below its historical premium levels according to market data. Analysts maintain a buy consensus with price targets implying upside potential. The company recently raised its preferred dividend and continues adding to its Bitcoin holdings.

Circle Internet Group, a major issuer of USDC and EURC stablecoins, has declined over the past three months but remains slightly positive for the year. The company’s shares trade below what analysts describe as narrative fair value.

Robinhood operates a U.S. trading platform offering stocks, exchange-traded funds, options, gold, and cryptocurrencies. The company has launched Cortex, an AI assistant providing custom indicators and market analysis, and Legend, which offers advanced features including futures trading and extended access to index options.

Robinhood Social provides verified trading profiles, strategy sharing, and portfolio tracking features, with copy trading functionality planned. The company has expanded into banking services, including mortgage offerings and a Gold credit card. The combination of AI-driven tools and advanced trading features has contributed to user engagement and retention.

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SelfMadeRuggeevip
· 16h ago
Tokenization supercycle sounds like just hype, Bainstein and his crew are predicting how round the moon will be next month every day.
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LiquidatedThricevip
· 01-08 19:14
ngl if this wave of tokenization supercycle really arrives, MSTR will be ecstatic, and Bitcoin will also take off.
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VCsSuckMyLiquidityvip
· 01-08 11:58
Tokenization supercycle sounds pretty impressive, but it's just optimistic about stablecoins... However, MSTR is definitely joking around. Can we follow along and profit from this wave?
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BrokeBeansvip
· 01-08 11:57
Tokenization supercycle? Sounds like just another marketing buzzword... But MSTR is indeed somewhat interesting.
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ReverseTrendSistervip
· 01-08 11:56
Tokenization supercycle? Another super cycle... I'm tired of hearing this term. Is Bernstein really so confident about it?
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SatsStackingvip
· 01-08 11:39
NGL, another talk of a supercycle—this time, is it really different?
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just_another_walletvip
· 01-08 11:33
Tokenization supercycle sounds good, but honestly... it's a bit of a hype. Will it really come next year?
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