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RegExp("[?&]notifications=1(&|#|$)");"desktop"===h&&i&&b.test(window.location.search)&&(i.checked=!0)};ge("ybar-mod-notification",(function(e){var t={isUH3:"crunch"===e.getConfig().ytheme,notifContainer:document.getElementById("notification-container"),notifBadge:document.getElementById("notif-badge"),notifMenu:document.getElementById("ybarNotificationMenu"),notifMenuOpener:document.querySelector("#ybarNotificationMenu + label"),notifDropdown:document.getElementById("notifDropdownContainer"),tooltipContainer:document.querySelector(".".concat(no)),notifLabel:document.querySelector(".".concat(oo))};t.notifDropdown&&mo(e,t)}))}()}};]]>ADVERTISEMENTInes Ferré · Senior Business ReporterMon, March 30, 2026 at 8:41 PM GMT+2 2 min readCrypto stocks may be nearing a bottom, according to Bernstein analysts."The combination of geopolitics and temporary crypto weak sentiment is offering big discounts" on crypto stocks, wrote Bernstein's Gautam Chhugani and his team.Shares of trading platforms Coinbase (COIN) and Robinhood (HOOD), as well as fintech Figure Technology Solutions (FIGR), have fallen roughly 60% from their all-time highs. Bitcoin is trading below $68,000 after surging past $120,000 last summer and fall.Bernstein maintained an Outperform rating on the three crypto stocks. But it lowered its price targets due to expectations of weak first quarter results later this spring."We believe, we will see a bottom in crypto stocks into weak Q1 earnings," wrote Chhugani.However, the analysts expect Coinbase's earnings per share to grow by 23% in 2026. They also see "stronger resilience," particularly in Robinhood and Figure, given that their revenues are largely unlinked to crypto. Figure is a pure blockchain tokenization business, while crypto-linked revenue makes up only about 20% of Robinhood’s overall sales."In our view, these businesses offer exposure to trillion dollar markets with years of growth ahead — prediction markets, stablecoins, tokenized real world assets, crypto derivatives and further beta on crypto recovery from the bottom,” said Chhugani.Bernstein recently forecast a recovery in crypto markets through 2026, calling for the token to reach $150,000 by the end of the year.Bitcoin exchange-traded funds' outflows seen at the start of the year have reversed recently; ETFs currently hold roughly 6.1% of the total supply.Additionally, digital asset Treasury giant Strategy (MSTR) has acted as a strong buyer. Strategy currently holds roughly 3.6% of all supply, Chhugani said.Despite bitcoin's relative outperformance during the Iran war compared to other assets, some strategists aren't convinced."This is just a risk asset like everything else," Lee Munson, chief investment officer of Portfolio Wealth Advisors, said of crypto.In the event of a broader market downturn driven by surging oil prices, "This idea that there is a part of the market that is going to be insulated from anything is laughable," he added.A view of the Coinbase building during the World Economic Forum Annual Meeting 2026 in Davos, Switzerland. (Laurent Hou / Hans Lucas / AFP via Getty Images) · LAURENT HOU via Getty ImagesInes Ferre is a senior business reporter for Yahoo Finance. Follow her on X at @ines_ferre.Click here for in-depth analysis of the latest stock market news and events moving stock pricesRead the latest financial and business news from Yahoo FinanceTerms and Privacy PolicyPrivacy & Cookie SettingsMore InfoTrending tickersNKE NIKE, Inc. 52.82 +1.58 (+3.08%)BTC-USD Bitcoin USD 68,436.77 +827.61 (+1.22%)COIN Coinbase Global, Inc. 174.61 +13.82 (+8.60%)TSLA Tesla, Inc. 371.75 +16.47 (+4.64%)BA The Boeing Company 199.03 +9.82 (+5.19%)PortfolioSign in to access your portfolioSign inTop gainersAPLS Apellis Pharmaceuticals, Inc. 40.23 +23.14 (+135.40%)CNTA Centessa Pharmaceuticals plc 39.72 +12.14 (+44.02%)FLY Firefly Aerospace Inc. 28.47 +4.85 (+20.53%)ALKS Alkermes plc 35.36 +5.21 (+17.28%)PRAX Praxis Precision Medicines, Inc. 322.19 +45.75 (+16.55%)Top losersBTU Peabody Energy Corporation 32.95 -2.73 (-7.65%)SOC Sable Offshore Corp. 16.52 -1.32 (-7.40%)VG Venture Global, Inc. 15.76 -1.13 (-6.69%)CEG Constellation Energy Corporation 279.25 -19.34 (-6.48%)MKC McCormick & Company, Incorporated 50.44 -3.28 (-6.11%)Most activeNVDA NVIDIA Corporation 174.40 +9.23 (+5.59%)SNAP Snap Inc. 4.6000 +0.5800 (+14.43%)APLS Apellis Pharmaceuticals, Inc. 40.23 +23.14 (+135.40%)INTC Intel Corporation 44.13 +2.94 (+7.14%)NU Nu Holdings Ltd. 14.37 +0.86 (+6.37%)Top economic eventsEarnings eventsMy earnings eventsEarnings events