6.6 Markets Bernstein称当前比特币为史上最弱熊市，维持2026年15万美元目标价，强调机构支持和市场韧性。
Bernstein分析师将当前比特币下跌称为历史上最弱的熊市，强调此次价格回调源于信心危机，而非系统性或基本面问题。他们重申看涨观点，维持比特币2026年底15万美元的目标价。 分析师指出，本轮熊市与以往不同，没有出现重大破产、隐性杠杆或系统性崩溃。相反，强劲的机构参与、现货比特币ETF的采用以及美国政府的积极态度成为关键支撑。 Bernstein还认为，比特币目前更像流动性敏感的风险资产，投资者在宏观经济波动中将资金转向其他资产。同时，他们驳斥了AI崛起导致比特币失去相关性的担忧，认为区块链技术依然不可或缺。预计价格上涨将推动对Layer 2扩容解决方案的需求。
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