VanEck Predicts Risk-On Environment for Q1 2026 Amid Bitcoin Uncertainty
- VanEck anticipates a risk-on environment in early 2026 due to improved visibility in fiscal and monetary policies.
- Despite this, the firm notes that Bitcoin’s typical four-year cycle broke in 2025, leading to a cautious near-term outlook.
- Analyst Michaël van de Poppe predicts Bitcoin could reach six figures by the end of January if it surpasses $92,000.
- Bitcoin has been trading sideways for nearly two months, with recent prices around $92,000 after a dip to the low $90,000 range.
- Fiscal conditions are improving as US deficits shrink relative to GDP from COVID-era highs.
The outlook for Q1 suggests favorable conditions for risk assets, including Bitcoin, as fiscal stimulus and accommodative monetary policies emerge ahead of US midterm elections.
With BTC hovering around $92,000 and analysts predicting significant price movements soon, the market remains poised for potential growth in early January.(Source)