CoinVoice has learned that Gabe Selby, Research Director at CF Benchmarks, stated that influenced by institutional buying and favorable macroeconomic conditions, Bitcoin price is expected to rise 15% from the current $90,000 to $102,000. Declining labor costs suggest cooling inflation, which will prompt the Federal Reserve to cut rates further in 2026, a Goldilocks environment that benefits risk assets. Bitcoin is currently down nearly 30% from its all-time high of $126,000 set in 2025. DefiLlama data shows that investors withdrew over $400 million from Bitcoin spot ETFs on Thursday. Gabe Selby noted that institutions will be the main driving force of the market in 2026. Currently, 14 U.S. spot ETFs have accumulated over $100 billion in assets, with BlackRock’s iShares Bitcoin Trust leading with $67 billion in assets under management. In subsequent phases, institutions will integrate digital assets into discretionary managed strategies and model-authorized portfolios. Additionally, SEC filings show that Morgan Stanley is preparing to launch new ETFs backed by Bitcoin and other cryptocurrencies.
見解、マクロ環境と機関採用がビットコインを10.2万ドルに押し上げる
CoinVoice has learned that Gabe Selby, Research Director at CF Benchmarks, stated that influenced by institutional buying and favorable macroeconomic conditions, Bitcoin price is expected to rise 15% from the current $90,000 to $102,000. Declining labor costs suggest cooling inflation, which will prompt the Federal Reserve to cut rates further in 2026, a Goldilocks environment that benefits risk assets. Bitcoin is currently down nearly 30% from its all-time high of $126,000 set in 2025. DefiLlama data shows that investors withdrew over $400 million from Bitcoin spot ETFs on Thursday. Gabe Selby noted that institutions will be the main driving force of the market in 2026. Currently, 14 U.S. spot ETFs have accumulated over $100 billion in assets, with BlackRock’s iShares Bitcoin Trust leading with $67 billion in assets under management. In subsequent phases, institutions will integrate digital assets into discretionary managed strategies and model-authorized portfolios. Additionally, SEC filings show that Morgan Stanley is preparing to launch new ETFs backed by Bitcoin and other cryptocurrencies.