Bitwise Predicts Bitcoin Could Hit $1M as Institutions Drive 2026 Rally

Bitwise Asset Management has laid out a bold vision for Bitcoin, forecasting a new all-time high in 2026 and a potential climb to $1 million within a decade. This bullish thesis, articulated by Bitwise’s Director of Research Ryan Rasmussen, hinges not on historical cycles but on a fundamental shift in market structure: the accelerating entry of institutional capital through new, regulated channels like spot Bitcoin ETFs. As tens of billions in steady demand could reshape price dynamics, Bitcoin is evolving from a volatile speculative asset into a contender for serious portfolio allocation.

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Fidelity Analyst Warns Bitcoin May Face 2026 ‘Off-Year’ Winter

Fidelity’s global macro director Jurrien Timmer suggests Bitcoin may have completed its latest four-year halving cycle, potentially entering a cooling phase. His analysis points to a possible ‘off-year’ in 2026 with support levels between $65,000 and $75,000. This outlook contrasts with views that institutional adoption through ETFs may have diluted traditional crypto market cycles.

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Bitwise Crypto Fund Uplists to NYSE Arca, Boosting Mainstream Access

In a significant move for digital asset integration, Bitwise Asset Management has uplisted its 10 Crypto Index Fund (BITW) from the over-the-counter market to the NYSE Arca exchange. This transition, effective as of Tuesday, transforms BITW into an exchange-traded product on a major regulated platform, signaling a pivotal step in bringing diversified cryptocurrency exposure into the mainstream financial infrastructure. The fund offers investors a consolidated gateway to the ten largest digital assets, including Bitcoin (BTC), Ether (ETH), Solana (SOL), and XRP (XRP).

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Bank of America Endorses Crypto Allocations Up to 4%

In a landmark shift for traditional finance, Bank of America is advising its wealth management clients to consider allocating 1% to 4% of their portfolios to cryptocurrencies, signaling a significant institutional embrace of digital assets. This policy reversal, which will take effect across its major platforms next year, follows similar moves by giants like Vanguard and Fidelity, reflecting a broader acceptance of crypto within diversified investment strategies.

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Bitcoin Volatility Signals Potential Regime Shift

Bitcoin’s recent price collapse has erased over $40,000 in value, but the real story may lie in volatility markets. According to Bitwise advisor Jeff Park, Bitcoin’s market structure has flipped negative while volatility indicators suggest a potential regime shift. The ETF era that ‘tamed Bitcoin’ appears to be facing its first serious challenge as implied volatility trends upward despite falling spot prices—an uncommon dynamic since ETFs launched that might signal a return to Bitcoin’s more volatile past.

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Bitwise: Bitcoin to Hit $200K in 2026 Despite Current Volatility

Bitwise Research Head Ryan Rasmussen maintains the firm’s $200,000 Bitcoin price target for 2026, characterizing the recent sell-off as a maturing-market shakeout rather than a trend reversal. In a Yahoo Finance interview, Rasmussen suggested the current downturn represents a buying opportunity as institutional adoption continues to build, with Bitcoin trading at $91,205 at press time. He believes Bitcoin is nearing a bottom and will lead the next risk-on move higher, emphasizing that institutions are finally here but deployment is gradual rather than instantaneous.

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Bitcoin’s IPO Moment: Why Sideways Trading Signals Strength

Bitcoin’s recent price consolidation below $100,000 represents what Bitwise CIO Matt Hougan calls the cryptocurrency’s ‘IPO moment.’ Despite volatility, this sideways trading pattern mirrors the early public listing phases of tech giants like Facebook and Google. Hougan argues this period of distribution actually signals Bitcoin’s transition to mainstream institutional ownership, creating what he describes as a ‘gift’ for long-term investors rather than a warning signal.

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Bitwise CIO Predicts Record Bitcoin ETF Inflows by 2025

Bitwise Chief Investment Officer Matt Hougan forecasts a historic finish for Bitcoin ETFs in 2025, predicting Q4 inflows could reach unprecedented levels. He identifies three key catalysts driving this optimistic outlook, including major platform approvals from wealth management giants, the growing ‘debasement trade’ strategy, and Bitcoin’s strong market momentum. Early Q4 numbers already show $3.5 billion in ETF inflows within just four trading days, supporting Hougan’s bullish projection that the sector could easily exceed $10 billion more in inflows and potentially surpass last year’s record $36 billion.

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Institutional Capital Reshapes Crypto Markets

Institutional investors are fundamentally transforming cryptocurrency markets, shifting from speculative trading to long-term strategic allocations. Executives from Bitwise Asset Management and Aspen Digital reveal how Bitcoin ETFs and improved infrastructure are driving this structural change. The market is witnessing steady institutional inflows replacing volatile retail speculation.

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Bitwise CIO’s $1T Bitcoin Fund Prediction Sparks Debate

Bitwise Chief Investment Officer Matt Hougan’s cryptic ‘$1 trillion inbound’ social media post has ignited fresh discussion about Bitcoin fund growth potential. The comment came as Bitcoin hit a new all-time high of $126,080, fueling speculation about institutional adoption. Market analysts are now debating whether Bitcoin-focused funds could realistically quintuple from current levels.

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SEC Pauses Bitwise’s Spot Bitcoin ETF Conversion

The U.S. Securities and Exchange Commission (SEC) has paused Bitwise’s accelerated approval to convert its Bitwise 10 Crypto Index Fund (BITW) into a spot Bitcoin ETF, citing a need for further review under Rule 431. The initial approval, granted just two days prior, would have allowed NYSE Arca to list the ETF under amended rules. Experts suggest the SEC may be establishing uniform standards for crypto ETFs. BITW currently holds 90% Bitcoin and Ethereum, with the remaining 10% in other large-cap digital assets. The stay remains in effect until further notice.

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