Bernstein’s 2026 Crypto Stock Picks: Bitcoin Bottom Likely In, Time to Buy

Wall Street's crypto believers are placing their bets. Bernstein just dropped its must-watch list of public equities for the coming cycle, signaling a major shift in institutional sentiment.

The Bottom Call

Analysts point to a critical technical and on-chain conclusion: Bitcoin's brutal correction is over. The floor, they argue, has been established. This isn't just hope—it's a data-driven call for accumulation, suggesting the path of least resistance is now up.

The Equity Playbook

Forget chasing memecoins. The smart money is targeting the picks-and-shovels companies—the regulated exchanges, the mining giants, and the infrastructure providers. These are the firms with real revenue, real balance sheets, and a direct line to crypto's growth, without the sleepless nights over a wallet's seed phrase. It's a classic Wall Street move: mitigate the asset's volatility by buying the toll booths on its highway.

The New Rules of Engagement

The game has changed. Post-halving economics are tightening supply, while institutional custody solutions are finally making billion-dollar allocations feasible. The narrative has pivoted from speculative fever to financial infrastructure. The trade isn't just about price anymore; it's about cash flow, market share, and regulatory moats.

So, while traditional finance veterans still scoff at 'digital gold' between sips of their overpriced coffee, the forward-thinkers are quietly building positions. The message is clear: the crypto winter has thawed, and the blueprints for the next bull run are being drafted—not on Discord, but in equity research reports.

Bernstein has named several crypto-related stocks it believes could perform well in 2026, suggesting that Bitcoin has likely reached its bottom. The global equity research firm shared this view in a note published on Jan.

Visit Website