‘The best days of crypto are ahead’: Bernstein sees asymmetric upside and structurally longer bull cycle

Bernstein analysts predict Bitcoin's best days lie ahead, citing BTC's approach to $80,000 and a structurally longer bull cycle driven by institutional inflows, Strategy's bitcoin accumulation, and blockchain integration into real finance. Stablecoin adoption exceeds $300 billion, tokenized real-world assets grew 110% year-over-year, and new distribution channels from Morgan Stanley and Charles Schwab expand institutional access significantly.
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Cross-border B2B stablecoin payments to hit $5 trillion by 2035, says Juniper Research
Cross-border B2B stablecoin payments are projected to surge to $5 trillion by 2035, up from $13.4 billion currently, according to Juniper Research. The shift reflects stablecoins evolving from speculative assets into institutional payment infrastructure, with 85% of transaction value driven by business use cases. This disrupts traditional correspondent banking by offering 24/7 settlement and programmability advantages critical for treasury and supply chain operations.
