By Lucas James | March 19, 2025
Bernstein analysts have launched coverage of Coinbase crypto while issuing favorable predictions through their outperform rating and $310 projected stock value. The company holds a potential 69% upward possibility from its current value, which shows strong prospects as the crypto market advances during the Trump Administration’s mission to establish the United States as the global crypto leader.
Bernstein’s analysts state that Coinbase will thrive from wider cryptocurrency market growth because the cryptocurrency industry returns its markets to U.S. jurisdiction.
Key Drivers Behind the $310 Price Target
The research team at Bernstein, who works under Gautam Chhugani, agrees that Coinbase stands strong for future success even while competitors intensify. Analysts believe that growing U.S. crypto market re-shoring occurs because government support and MiCA regulations provide regulatory transparency.
Coinbase is the leading crypto exchange in the United States through its 66% market share and its $400 billion assets under management, which serves about 10 million active users. When Binance decided to delist Tether from its European exchange and combine it with new stablecoin regulatory procedures, Bernstein believed this situation presented a significant opportunity for Coinbase to enhance its market leadership position.
Bernstein forecasts strength in Coinbase’s growth momentum due to both crypto market bullishness and a rising United States market position, even though the company needs to defend its pricing strategy against mounting competition from fintechs, banks, and brokers. The platform’s future outlook gained additional strength when the SEC formally discontinued its enforcement case against Coinbase.
Revenue Growth and Future Projections
According to Bernstein’s analysis, Coinbase’s trading revenues will expand through a 34% compound annual growth rate (CAGR) until 2026. The company expects U.S. market share to drop to 60% while retail price premiums will decrease by 20% but believes these measures keep them dominant in the market.
The non-trading revenue segments comprising crypto staking yields, custody services, and the Ethereum Layer 2 network Base will expand by 31% CAGR from 2021 to 2026 while achieving 33% total growth.
The Long Road Ahead for Bitcoin and the Crypto Market
The share value drop of Bitcoin past $109,000 prompts skeptics to forecast the start of a new duration of decreased prices and the full succession of the crypto market peak. However, Bernstein analysts disagree. The analysts maintain that Bitcoin exists within its first cycle, which benefits from the pro-crypto stance of the current U.S. government, which is to evolve into an operational digital capital market.
The Bitcoin cycle projection from Gautam Chhugani indicates Bitcoin will reach $200,000 in value in 2025, yet he warned that political risks coupled with Trump policy disruptions may push the cycle towards 2026. The analysts conclude that corporate investments and institutional and sovereign flows will drive Bitcoin prices into the next bull market phase.
Real-world tokenization of assets and the growing adoption of stablecoins will serve as two main growth drivers for Coinbase exchanges under upcoming favorable regulatory conditions.
Coin base’s Potential in a Growing Market
Coinbase benefits today from a growing market alongside the expected regulatory clarity that will emerge due to the Trump Administration’s support for cryptocurrency. The U.S. market sees Coinbase as its leading exchange platform, and it looks forward to capitalizing on stablecoins, tokenized assets, and institutional investment opportunities.
According to Bernstein’s target projection, Coinbase stands at the threshold of major expansion, which could result in a share price reaching $310. The organization possesses market-leading assets that position it to excel in cryptocurrency throughout the coming years.
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