伯恩斯坦:加密牛市将持续至2026年,Robinhood加密交易量将大幅增长

Blockbeats
21 Feb

BlockBeats 消息,2 月 21 日,伯恩斯坦在一份报告中表示:“我们预计本轮加密牛市将持续至 2026 年。”这一趋势将受到稳定币和证券代币化发展的推动。

Robinhood 上周发布的亮眼财报让伯恩斯坦分析师大幅上调了该零售交易平台的目标股价,几乎翻倍至 105 美元/股。伯恩斯坦预测 Robinhood 的加密货币收入将在今年和明年迎来爆发式增长。

在 Robinhood 的交易收入结构中,非加密资产交易(如股票、期权等)此前占 60%,而加密交易占 40%。然而,该机构预计,这一比例将在今年和明年发生逆转,Robinhood 平台上的加密交易量将在 2026 年前增长三倍。

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