VanEck Manager Forecasts Powerful Bitcoin Comeback in 2026 Despite Current ’Lag’
Bitcoin's taking a breather—but one major player sees a monster rally brewing.
The Setup
Forget the sideways chop. A VanEck portfolio manager is looking past the current noise, mapping a trajectory that points to a significant resurgence for the flagship cryptocurrency. The timeline? 2026. The reasoning hinges on historical cycles and underlying network fundamentals that, according to this view, are merely pausing, not breaking.
The Catalyst
It's not about daily headlines or fleeting hype. The argument builds on Bitcoin's ingrained, four-year rhythm tied to its core protocol events. The implication is that the market is currently in a consolidation phase, a necessary lull that historically precedes its most explosive moves. Patience, in this framework, isn't a virtue—it's a strategy.
The Bottom Line
While traditional finance scrambles to price in next quarter's earnings, crypto's clock ticks to a different, more deliberate metronome. The call for a 2026 comeback isn't a guess; it's a bet on Bitcoin's stubborn, predictable heart beating beneath the volatile surface. Sometimes, the smartest move in a frenetic market is to simply watch the calendar—even if your broker's fee structure hates the idea.
Bitcoin Lows Are Temporary, Reflects ‘Softer Risk’: Schassler
Bitcoin price stands at a critical juncture, after weeks of controlled downside. The price action has narrowed, indicating consolidation rather than renewed selling pressure. Besides, Gold surged past $4,500 an ounce for the first time, grabbing the spotlight.
However, the analyst remained optimistic about a potential rally, stressing that the current BTC market slump “reflects softer risk appetite and temporary liquidity pressures.”
“As debasement ramps, liquidity returns, and Bitcoin historically responds sharply. We have been buying.”
Schassler also predicted that the gold surge WOULD continue to $5,000 in 2026, and the bull run would introduce real volatility. The yellow metal is up more than 70% this year and is currently trading past $4,500 per ounce.
Strong Fundamental Drivers Behind BTC, ETH Prices in 2026
The crypto industry is moving deeper into integration with traditional finance, with more regulated institutions entering the space. However, Ruslan Lienkha, chief of markets, YouHodler, told Cryptonews that prices are expected to have a more gradual, long-term impact rather than generating immediate upside.
“The strongest fundamental drivers of BTC and ETH in 2026 will remain macroeconomic,” Lienkha noted.
Besides, crypto corporate treasury allocations remain a major catalyst for market momentum in 2026, he added.
“In the short and medium term, major cryptocurrencies remain heavily influenced by macroeconomic conditions — particularly interest rates, liquidity trends, and broader risk sentiment.”
Additionally, increasing jurisdictions establishing clear and transparent regulatory frameworks for crypto could also facilitate broader institutional participation, Lienkha told Cryptonews.
“We are likely to see a significant rise in the involvement of banks and other financial institutions in the market in 2026.”
