For crypto investors who firmly believe in the theme of “hedging against inflation,” 2025 has undoubtedly been a disappointing year. Bitcoin, which was originally expected to benefit from the wave of currency devaluation, not only underperformed the “safe-haven king” gold but was also far behind the Nasdaq 100 index.
In response, asset management firm VanEck believes that Bitcoin is brewing an epic “big rebound,” and in 2026, it is expected to follow gold’s lead and stage a “breakthrough rally.”
David Schassler, head of Multi-Asset Solutions at VanEck, stated in the latest “2026 Investment Outlook” that Bitcoin’s weakness this year is actually the biggest bullish factor for next year:
Since the beginning of this year, Bitcoin’s performance has lagged about 50% behind the Nasdaq 100 index. This extreme “price dislocation” suggests that Bitcoin is poised to become the best-performing asset in 2026.
Schassler mentioned that the market’s risk appetite has cooled and liquidity has tightened this year, which indeed suppressed crypto prices, but the long-term investment thesis supporting Bitcoin — fighting currency devaluation — remains unshaken:
As the monetary devaluation accelerates to the limit, liquidity will eventually return to the market. Historical experience tells us that when this happens, Bitcoin’s reaction is often the most intense and swift.
We are already entering the market to buy up assets.
From a more macro perspective, Schassler’s bullish logic is built on the convergence of three long-term forces: currency devaluation, technological innovation, and the rise of hard assets.
He pointed out that governments around the world, in order to service future debt payments and political goals, have no choice but to rely on the “money printing machine,” which will push investors toward scarce assets that cannot be arbitrarily issued, such as gold and Bitcoin.
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