Another one who is going to get a rude awakening in 2026.
Discussion
You are bearish for 2026?
I believe that during the first half of 2026, we will remain in the 80k/120k range. I don't expect an all-time high or a crash to hell.
In April, we will see what the Fed does, whether it continues with RMP (Reserve Management Purchases) or not, and in the second half of 2026, things will get tense because the debt refinancing wall will arrive until 2028.
If there is no black swan (which would benefit us in the medium term), things are pretty clear.
Maybe
As soon as the correlation between global liquidity and Bitcoins price rise was understood it broke down.
It's market efficiency at work.
Base case for 2025 was bull with new ATH. Year was kinda meh but it happened.
For 2026 it's bera. 4 year cycle demands it.
I think 2026 we finally get a bull market
nobody knows shit about fuck
people will blindly trust these macro dudes and chartfags that have no clue and then cry about BTC underperforming hahaha