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Crypto Macro

Analysts Split on Whether Bitcoin Can Reclaim $100K by End-2026

Market analysts are divided on whether bitcoin can return to $100,000 by the end of 2026. Bitwise research head Ryan Rasmussen expects institutional ETF and corporate buying demand, inflation and government debt concerns, and a better regulatory environment to push bitcoin to $100,000 or higher, while LO:TECH’s Adam Morgan McCarthy sees a range of $85,000 to $95,000, citing inflation and possible Fed rate hikes. Laser Digital’s Luca Invernizzi said leverage has largely been flushed out and a break above $90,000 could trigger short covering.

Original source

AI take

The split itself is the signal: credible analysts are anchoring end-2026 outcomes anywhere from the mid-$80,000s to $100,000-plus, which suggests the market is pricing a wide distribution rather than a single trajectory. The disagreement hinges on macro — inflation and Fed policy versus institutional demand and regulation — so the macro data flow, not crypto-specific news, may be the dominant variable. Invernizzi's leverage-flush observation adds a tactical layer: whether a break above $90,000 actually triggers short covering is the near-term test of how much speculative positioning remains.

Generated by AI for reference only.

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