VanEck Executive Forecasts Promising Bitcoin Recovery in 2026 Despite Current Slowdown

David Schassler, head of multi-asset solutions at VanEck, shares an optimistic forecast for Bitcoin, predicting a rebound in 2026. With current market conditions showing Bitcoin lagging behind the Nasdaq 100, Schassler believes this creates an opportunity for significant future performance. Insights from VanEck's report highlight the importance of macroeconomic factors and increased institutional involvement in driving crypto market trends.

Key Takeaways

David Schassler of VanEck anticipates a strong Bitcoin recovery in 2026 despite its current underperformance.
Bitcoin's lagging compared to the Nasdaq 100 is seen as a setup for future gains.
The historical pattern of Bitcoin suggests that 2026 will likely be a year of consolidation.
Fundamental factors, including macroeconomic conditions and institutional allocations, are critical for Bitcoin (BTC) and Ethereum (ETH) prices.
Increased regulatory clarity is expected to boost institutional investment in cryptocurrencies.

Bitcoin 2026

Bitcoin's Current Status and Future Potential

Bitcoin finds itself at a pivotal point after several weeks of controlled price declines. The recent price action indicates a period of consolidation rather than new selling pressure. In the backdrop, gold has surged over $4,500 per ounce, drawing significant attention.

Despite the downturn, Schassler conveys optimism for a possible price rally, asserting that the current slump in Bitcoin reflects "softer risk appetite" and is influenced by temporary liquidity concerns. He emphasized, “As debasement ramps, liquidity returns, and Bitcoin historically responds sharply. We have been buying.”

In addition, Schassler predicts that gold prices could rise to $5,000 in 2026, introducing more volatility to the market. The yellow metal has increased by more than 70% this year and is currently trading above $4,500 per ounce.

Fundamental Drivers for Bitcoin and Ethereum in 2026

The cryptocurrency sector is increasingly integrating with traditional finance, as more regulated entities enter the space. Ruslan Lienkha, chief of markets at YouHodler, indicated that price movements are likely to follow a more gradual, long-term trajectory rather than spur immediate gains.

Lienkha emphasized that the primary driving forces behind Bitcoin and Ethereum prices in 2026 will stem from macroeconomic factors. Additionally, corporate treasury allocations from crypto companies are expected to play a significant role in market momentum in the coming year.

He noted, “In the short and medium term, major cryptocurrencies remain heavily influenced by macroeconomic conditions — particularly interest rates, liquidity trends, and broader risk sentiment.” Furthermore, the establishment of clear regulatory frameworks across different jurisdictions is likely to foster greater participation from banks and financial institutions in the cryptocurrency market.

In summary, a combination of historical patterns, macroeconomic drivers, and evolving regulatory landscapes suggests a transformative year ahead for Bitcoin in 2026, positioning it for potential growth and renewed market interest.