Goldman Sachs believes that bitcoin and crypto prices may have hit a bump after several months of lows, highlighting stocks with high potential.
In a statement on Thursday, analyst James Yaro said that crypto-related funds have fallen by 46% since October 2025 but have shown “unchanged but positive performance” in recent weeks, which makes the calculation more attractive, thanks to CNBC. to announce.
Top picks include Robinhood, Figure Technologies, and Coinbase, all rated “buy.” Image, which operates a blockchain-based HELOC business, saw its price rise to $42 from $39, representing a 35% upside from current levels.
Robinhood is expanding its offerings to advanced traders and financial services, while Coinbase is focusing on crypto derivatives, subscriptions, and new features such as trading and banking.
Goldman warned that the volume of sales could drop significantly, which could reduce the revenue of 2026 by 2% and the profit by 4%, but he expects the ratings to return within three months of the middle.
Bitcoin is down
Some experts also appear to be bullish on BTC.
Bitcoin appears to be stabilizing after recent volatility, with signs that the market may be bottoming out. Following the massive sell-off that pushed BTC from $75,000 to $67,000, the cryptocurrency has increased, supported by a reduction in the sale of ETFs, long-term holders, and encouraging political events, including the US-Iran talks.
In the past month, bitcoin has traded sideways between $60,000 and $75,000, a pattern that is often associated with the market. K33 Research main points that the reduction in distributions from ETFs and the increase in stocks that have occurred for more than six months indicate the stability of the market.
Head of Research Vetle Lunde said that with bitcoin below $ 100,000, few investors can leave positions, stable prices.
ETF trends have been little changed since the end of February, indicating the end of the large October distribution phase.
Despite the great uncertainty – including rising oil prices, international conflicts, and the hawkish Federal Reserve – bitcoin’s range-bound price action, low open interest in perpetual swaps, and negative currency rates indicate a favorable environment for medium and long-term investors.
Wall Street broker Bernstein mesh In this opinion, they say that bitcoin has fallen and saved $ 150,000 by the end of the year. Bernstein cited the strong movement of ETFs, the growth of corporate wealth, and the resilience of Strategy (MSTR)—which now has $53.5 billion in assets—as evidence of institutional confidence.
Analysts see the recent correction as a temporary correction rather than a disruption in fundamentals, with continued interest in the favored Strategy sector providing additional long-term support.
Overall, all research firms see bitcoin’s transition from the distribution phase to stability, setting the stage for it to happen by the end of this year.
