The world of crypto is heating up again, and big changes are coming by 2026. One major shift on the horizon is a huge growth in stablecoins—digital currencies tied to traditional money like the U.S. dollar. Experts say the total supply of stablecoins could jump by 56%, reaching $420 billion. This increase is expected as more people use crypto for cross-border payments and major fintech companies like PayPal, Block, and Revolut continue adopting it.

A top analyst from Bernstein, Gautam Chhugani, has a bullish outlook for Bitcoin. He predicts that Bitcoin could hit $150,000 by 2026 and possibly peak around $200,000 in 2027, even if the market slows down in 2025. Investors are already betting on Bitcoin’s rise—traders on Deribit, a platform owned by Coinbase, are putting money on it reaching $100,000 by January. Over on Polymarket, there’s a 23% chance priced in that Bitcoin will reach $150,000 by the end of this year.

Bernstein also believes we’re heading into a “tokenization supercycle” in 2026. This means more real-world assets like stocks, real estate, and bonds could be turned into digital tokens on the blockchain. Companies like Robinhood, Coinbase, Figure, and Circle are well-positioned to benefit from this trend.

MicroStrategy is another company to watch. It holds over 672,000 Bitcoins and acts as a way for regular investors to get exposure to Bitcoin through the stock market. Even though its stock price is down nearly 52% over the past year, analysts remain optimistic. They’ve given it a strong buy rating with a price target of nearly $490—almost triple its current price of around $164. The company recently raised its dividend and continues to buy more Bitcoin, showing long-term confidence in crypto.

Circle Internet Group is also important in the stablecoin space. It issues USDC and EURC—two popular digital coins tied to the U.S. dollar and euro. While its stock has dipped slightly over the past three months, it’s still up 18% over the year. Analysts believe Circle’s current price of around $81 is far below its true value of $122, suggesting it’s undervalued.

Robinhood is another big player making waves in crypto. Its stock has surged nearly 194% over the last year. The company allows users to trade stocks, ETFs, options, gold—and of course, cryptocurrencies like Bitcoin, Ethereum, and Dogecoin—on its easy-to-use platform.

Robinhood keeps adding new features to attract more users. It recently launched Cortex, an AI tool that gives real-time market insights and trading tips. Another new feature called Legend brings advanced tools like futures trading and near-24/5 access to index options. Robinhood Social lets users connect with others by sharing strategies and tracking expert portfolios. Plus, users can now manage up to 10 different accounts for different trading styles.

Robinhood is also growing beyond trading. It now offers banking services like mortgages and has launched a Gold credit card. With smart AI tools and constant new updates, Robinhood is attracting both beginners and experienced traders alike.

As crypto adoption grows and more fintech giants get involved, these companies—Robinhood, Circle, Coinbase, Figure, and MicroStrategy—are some of the top crypto stocks to watch heading into 2026.