Bakkt’s 44% Upside Potential: Clear Street’s ’Buy’ Rating Fueled by Stablecoin Growth

Bakkt just landed a bullish 'Buy' rating from Clear Street—with analysts pointing to a whopping 44% upside potential. The catalyst? Explosive stablecoin growth that's positioning the platform as a key infrastructure player.

Stablecoins: The New Growth Engine

While traditional finance still debates crypto's merits, stablecoins are quietly eating the financial world. Bakkt's infrastructure puts it right in the path of this tidal wave—handling custody, trading, and compliance while legacy banks play catch-up.

Institutional Adoption Accelerates

Clear Street isn't just betting on hype. They're banking on real institutional demand for regulated crypto services. Bakkt's existing partnerships and regulatory compliance give it a runway that pure-degen plays can't match.

The 44% Upside Calculus

That number isn't pulled from thin air—it's built on projected revenue streams from stablecoin transactions, custody fees, and institutional onboarding. Because nothing makes Wall Street happier than predictable, recurring revenue... even when it's built on crypto.

Bottom Line: Bakkt's positioned to capture value as stablecoins go mainstream—proving once again that the real money in crypto isn't in mooncoins, but in the picks and shovels. Sometimes the most revolutionary thing in finance is just... making old systems work better.