Chris Brendler, a Rosenblatt analyst, says that the chase of Bitcoin gathering was a risky step, but “the current environment looks radically different.”
Bitcoin gathered to record levels in the last sessions against the backdrop of a 90 -day trade truce between the United States and China. In addition, the last MOODY reduction in American credit classification pushed the capital to the digital store for the value as well.
However, Brendler believes that the BTC prices are pushing the upward trend in the back of 2025.
Why is Rosenblatt Bullish on Bitcoin?
Rosenblatt, Chris Brendler, is convinced that the coexist Trump administration changed the global position towards encrypted currencies.
President Trump referred to plans to prepare BTC strategic reserves, which led to “increasing attention from the global capital of capital that began to think seriously about investing in Bitcoin”, added in a research note.
However, Brendler has argued that the institutional ownership of the largest encryption in the world by the market ceiling is still modest only while the “Sovereignty/Companies Authority has just started” to predict a continuing demand, and therefore, the sustainable BTC momentum to move forward.
If its bitcoin price predicts correct, then the next are the stocks that can benefit more than others.
Mara Holdings Inc (nasdaq: mara)
Chris Brendler expects Marra shares to benefit from a continuous increase in bitcoin because it tends to run a retail recovery.
Mara Holdings is a “pure player” encryption, which means that her basic works are born bitcoin.
Therefore, a higher price on digital assets is translated into better revenues and improves profitability for Mara.
The health bottom line, in turn, enables the NASDAQ company to re -invest in expanding mining operations, improving efficiency, and adopting new technologies such as indulging cooling, which reduces costs and enhances performance.
The other Wall Street agrees with the Brendler Al -Soudi Al Saudi’s view on the shares of Mara as well.
The category of consensus is currently sitting on the mining company in “buying” with the average goal of about 20 dollars, indicating a possible increase of 45 % of here.
Terawul Inc (Nasdaq: WULF)
Rosenblatt also sees the Trewulf shares as it gathered on the back of the continuous bullish trend in BTC in the back half of 2025 for similar reasons as Mara Holdings.
Mixed mining workers will benefit from increasing bitcoin prices because it often opens the upward trend in the entire encryption sector. Investors tend to evaluate the shares related to encryption when digital assets are in good condition, which leads to high demand and estimated stock prices for WULFs.
Chris Brendler is based on the listed NASDAQ, although it came Shyness of profit estimates and revenues In the last quarter of the reported.
However, Wall Street currently has a “purchase” consensus on Terawulf shares with a rise to $ 6.79 on average.
Beyond 2 from the United States appeared to purchase for the continuous Bitcoin equipment first on Invezz
