Stock market analysts agree that Bitcoin (BTC) could set a new price record later this year. This was stated at the “Bitcoin for Corporations 2026” panel. The event took place in Las Vegas on February 24th and was hosted by Strategy, the public company with the largest number of digital assets.
One of the participants was Lance Vitanza. President y senior analyst Member of TD Cowen’s Equity Research Group. specialist He admitted that he expected prices to rise. However, he suggested that the market had experienced a “collapse” that did not erase long-term expectations.
“When you compare price to fundamentals, Bitcoin has never looked this attractive or cheap,” he said. The comments came as the stock trades almost 50% below its historic high of USD 126,000, marked in October 2025, as reported by CriptoNoticias.
Analysts argued that Conceive Bitcoin Mainly as digital gold It’s not just a price bet. “I think this is a better way to store and transfer value over long periods of time and over long distances across time and space,” he added. This is because unlike traditional fiat currencies, which can be issued without limit, the scarcity of the asset means that its price tends to rise in response to demand.
In Vitanza’s opinion, the main downside risk to the market is “indifference” to money. “People in general are used to the idea that their currency will decline in value by 90% over their lifetime, and there doesn’t seem to be any urgency to deal with it. “They almost take it for granted,” he explained.
“Indifferent means that despite all of Bitcoin’s great technical properties, the pace of adoption of Bitcoin could be seen as very slow,” he said. In his view, this factor Bullish pressure could be limited in the short term. However, he believes the price could reach $177,000 by the end of 2026.
Thoughts on the Law of Transparency
mark palmer President y senior equity research analyst Benchmark-StoneX took a similar view. “If you look at the extent of this decline, we still haven’t reached the 70-80% reduction we’ve seen so far,” he said.
Therefore, he believes that if macroeconomic pressures continue, prices could reach a correction of this magnitude. Even though he made a reservation It doesn’t just affect Bitcoinbut also other risk assets at the same time.
In this scenario, analysts highlighted the eventual approval of the US Clarity Act, which aims to classify crypto assets, as a potential bullish trigger. securities y merchandise. As he explained, this framework has the potential to attract further institutional investment into the market.
“So we may be in a bit of a winter storm right now, but you know spring is just around the corner,” Palmer said. He also indicated that We see Bitcoin potentially reaching USD 225,000 If the bill is completed, it will be by the end of 2026.
Corporate adoption and market maturation
Mr. Andrew HartEquity Research Analyst Three BTIG analysts took to the stage to highlight the growing business interest seen during the conference. “There are dozens of software companies that have actually started adding Bitcoin to their balance sheets,” he said.
In their view, the price decline reflects a process of cleaning out accumulated leverage in the system. He described this moment as the market’s maturation stage.
But he warned that Volatility continues to condition institutional recognition. “Bitcoin has always been at a level where financial institutions feel unable to support it,” he explained, emphasizing that Bitcoin is sensitive to macroeconomic factors.
He recalled the market’s sudden decline in March 2020 due to the outbreak of the novel coronavirus disease (COVID-19) pandemic. However, he pointed out that this only reflected a reaction to macroeconomic expectations and did not affect only assets.
He believes this will continue to happen, keeping some investors on the sidelines. However, he remains bullish over the long term. “We’re very confident,” he said, adding that the current level of nearly $60,000 is “a very attractive price to enter.”
