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Wall Street’s $150K Bitcoin Calls for 2026 Are Subtly Falling Apart
What changed
Bitcoin’s current position
Why forecasts shifted
Bitcoin is trading around $80,000, leaving it well below the $150,000 level that many analysts previously projected for the end of 2026. Several forecasts have since been reduced or delayed.
What could help
The revised outlook reflects weaker or uneven exchange-traded-fund demand, elevated bond yields, and broader macroeconomic uncertainty. Citi’s reported 12-month target fell to $82,000, while Bernstein retained the $150,000 objective but moved its timing to mid-2027.
Likely timeline
A renewed surge in ETF inflows, lower interest rates, stronger institutional purchases, and favorable regulation could accelerate the move. Without those catalysts, the target may require a longer recovery cycle.
Bottom line
The most recent institutional revisions point more toward 2027 than 2026. A small group of bullish analysts still expects $150,000 by year-end, but that scenario requires a considerably stronger rally than current consensus forecasts imply.