Bitcoin predictions 2026: From super cycle to pessimism, everything is there
- The industry’s leading analysis experts published assessments on the future of Bitcoin at the beginning of the year. They paint a picture between supercycle and low-level consolidation.
- Bernstein expects a strong upturn, VanEck warns of a slowdown. Most voices from the DACH region are optimistic, not least because of the new EU regulations that will take effect this year.
Bernstein: Supercycle as a basic assumption
Bernstein is currently one of the loudest snorting Bitcoin bulls. In its analysis, the company expects a multi-year super cycle, which will be driven primarily by RWA tokenization.
According to Bernstein, setbacks such as the weak 2025 annual results are not a structural danger, but rather “buy the dip” opportunities. The Bernstein experts see Bitcoin at around $200,000 in 2026 and justify this with increasing institutional penetration of the market and a generally growing importance of digital assets in the global financial system.
VanEck: Between current reality and optimism
Asset manager VanEck is much more cautious. No new ATH is expected for 2026, but rather a consolidation phase. According to VanEck analyst Matthew Sigel, the price could fall to a cycle low of around $75,000. The market structure should be characterized by decreasing volatility and a reduction in leverage, which would indicate a bottoming out, not a strong increase. VanEck is more optimistic for 2027. Sigel forecasts around $180,000, driven by ETF inflows and institutional support.
DACH region
In German-speaking countries, optimistic voices predominate. Swiss media reports from experts who consider price targets between $150,000 and $250,000 to be realistic. The main argument cited is the increasing institutional interest in sustainably stabilizing and professionalizing the market.
German analysts, in turn, emphasize that Bitcoin is showing remarkable stability despite setbacks above the $100,000 mark. Business Insider points out that many forecasts expect prices to continue rising and seasonal patterns could generate additional momentum in the fourth quarter.
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