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TD Cowen’s Lance Vitanza: BTC to $132k in 2027 & MSTR Price Outlook

Patrick Green - October 5, 2026

Institutions aren't asking IF to buy Bitcoin, but HOW. TD Cowen’s Lance Vitanza breaks down the rise of BTC corporate treasuries and capital markets products.

NEWS

Bitcoin Is More Than Just an Asset, Says TD Cowen

Mathew Di Salvo - September 30, 2026

TD Cowen says institutions are talking more about how bitcoin can be used to support capital markets.

NEWS

TD Cowen Raises Strategy (MSTR) Price Target to $400 on Bitcoin Accumulation and Balance Sheet Shift

Micah Zimmerman - May 19, 2026

TD Cowen has raised its price target on Strategy (MSTR) to $400, pointing to its strong bitcoin accumulation and shift in financing strategy.

BITCOIN FOR CORPORATIONS

TD Securities Formalizes Public Bitcoin Treasury Companies (PBTCs) as Distinct, Investable Equity Category

Nick Ward - April 13, 2026

TD Securities has established Public Bitcoin Treasury Companies (PBTCs) as a distinct investable equity category, defining formal institutional standards.

NEWS

TD Cowen Initiates Coverage on Bitcoin Treasury Companies, Frames PBTC Sector as Investable Equity Category

Micah Zimmerman - April 10, 2026

TD Cowen initiated coverage on three public Bitcoin treasury firms. The firm also predicted that bitcoin will hit roughly $140,000 this year.

MARKETS

Trump’s Second Term Creates Rare ‘Golden Window’ for Any Crypto Policy Progress: Report

Micah Zimmerman - January 8, 2026

TD Cowen says Trump’s second term offers a rare chance for crypto progress in 2026, with deregulation and aligned regulators driving gains — but timing is crucial for lasting impact.

NEWS

TD Cowen Sees Strategy ($MSTR) Under Pressure as MSCI Index Review Looms

Micah Zimmerman - November 24, 2025

TD Cowen analysts warn that Strategy’s stock may stay under pressure as they expect MSCI to formally decide by mid-January to remove PBTCs like Strategy from all its indexes in February.

MARKETS