Bitcoin’s Long-Term Value Advantage: Analysts Predict $200,000 Price Target Amid Economic Shifts

COINOTAG News reported on February 3rd that analysts from the research and brokerage firm Bernstein have issued a critical evaluation of the current market conditions affecting Bitcoin. They indicated that if tariffs lead to a strengthened dollar and increased inflation, it could result in diminished global liquidity for risk assets. This scenario presents a complex landscape for cryptocurrency investors, particularly as Bitcoin is currently linked to the performance of risk assets.

Despite this short-term volatility, Bernstein’s experts, led by Gautam Chhugani, emphasized that Bitcoin’s fundamentals remain robust. The price tends to stabilize around the $90,000 mark, supported by increasing institutional demand. The analysts suggest that as the U.S. contemplates interventions like establishing Bitcoin as a national reserve asset, we can expect ongoing inflows from ETFs and corporate investments.

Furthermore, Bernstein predicts a significant shift in policy direction under the Trump administration, envisioning cryptocurrencies like Bitcoin as strategic economic instruments. They anticipate that governments will accumulate reserves in gold and Bitcoin to cushion against economic fluctuations, positioning the U.S. as a frontrunner in a widening acceptance of crypto assets.