Grayscale said macro pressure and clearer US regulations are setting the stage for crypto’s next bull market in 2026.
Bitcoin’s recovery relied on a shift toward the «digital gold» narrative, but global growth risks and strong equity markets have delayed that breakout.
Metaplanet added 4,279 BTC to take its treasury to 35,102 BTC, as its Bitcoin Income Generation business beat forecasts.
Since the start of November, gold is up 9%, the S&P 500 has gained 1%, and Bitcoin is down 20%, but 2026 could see crypto close the gap.
The Federal Reserve’s December dot plot revealed sharp divisions on 2026 rate cuts, with analysts predicting one to two cuts could shape crypto momentum.
Investors will be more excited about crypto if the Fed continues cutting rates in 2026, says a crypto analyst.
The company will keep its Bitcoin holdings but stopped accumulating BTC as it shifts capital toward scaling its consumer health brand.
Strategy keeps buying Bitcoin during downturns by tapping equity markets and reserves, turning dilution and financing costs into a repeatable accumulation engine.
As Strategy doubles down on its Bitcoin-first treasury approach, analysts warn that debt, dilution and market volatility could test the model’s resilience heading into 2026.
Traders spotted strong bullish signals for Bitcoin, including a potential bear trap reversal and a technical breakout projecting a rally to $107,000 next month.