Bernstein Names MSTR, HOOD, COIN, and CRLC Stocks Top Picks as Trump Flags New Market Highs

Bernstein has once again shared its optimistic projection on MSTR and other crypto-linked stocks for 2026. The company believes an increasing cycle of tokenization, the expansion of stablecoins activity, and the increase of volumes in prediction-markets are some of the main driving forces.

MSTR Leads Crypto Stocks by Bernstein

According to Bernstein analyst Gautam Chhugani, cryptocurrency stocks will remain appealing following an unstable performance in 2025. He also mentioned that the sector would experience significant growth in 2026 with MSTR leading the way.

MSTR share price is approximately $158, per TradingView. In the last five days, it has been on a slight upward movement, though its one-month movement is down by over 13%. The performance of MSTR on year to date is slightly positive at 2.58%.

The research note shows that Bitcoin has reached a bottom, based on its weak performance in late 2025. Bernstein predicts a slow but steady improvement until 2026 with a BTC price target of approximately $150,000.

Another prediction by the firm is that BTC will trade at $200,000 by 2027. This will be due to a greater confidence in the wider use of digital assets. The recovery perspective educates institutional strategies associated with MSTR.

Can COIN and CRCL Be Enhanced by Tokenization Growth?

Bernstein also included Coinbase Global Inc (COIN). COIN traded at approximately $250 after a 2% drop in the last day. COIN has been on a downward trend in the last few weeks. However, its year-to-year performance is high, increasing by over 8%. Such movement may be justified by the fact that Coinbase has expanded its services to include stock trading, prediction markets, derivatives, and banking services.

Bernstein also referenced the strong growth rate for stablecoins. According to the report, market supply may increase more than 50% due to an increase in the use of fintech among companies, such as Block, Revolut, and PayPal.

The analyst noted that stablecoins still play an important role as a transition between traditional finance and crypto payment rails. These tendencies influence the demand towards MSTR and CRCL as investors monitor adoption.

Circle internet Group Inc (CRCL) was another pick on the list by Bernstein for expanding tokenization and stablecoin infrastructure. CRCL price is $83 and experienced a 4% increase within the last five days. However, it is down in the last month. CRCL year to date returns is positive, indicating investor optimism.

What is Driving HOOD’s Gains?

Robinhood Markets Inc (HOOD) stock was also on this list. The returns on the HOOD stock has been positive in the past year, indicating a positive year-to-date performance. HOOD trades around $118 per share with an intraday loss of 3.57%.

The history of trading indicates HOOD shares are still high in the market in comparison with the levels that were recorded weeks ago, but the volatility has been high due to decreasing retail and crypto flows. According to analysts at Bernstein, the strong performance of HOOD can be linked to increased trade volumes and the availability of more tokenized products.

Trump Credits Tariffs After Markets Hit A New Peak

The Bernstein projection was boosted with a fresh message from U.S. President Donald Trump on Truth Social. He pointed out that U.S. markets have hit an all-time high, a success he attributed to financial and economic soundness.

Trump also associated the milestone with his tariff policy, and referred to himself as Mister Tariff. His statements comes as crypto traders raise bets the Supreme Court will approve Trump’s tariffs authority.

He indicated that trade-policy action and tariff income have served as pillars to economic power and performance in the market during his leadership. With the recovery in the market in recent time, his message has strengthened optimism among investors.