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Fidelity and VanEck both just released their outlook and Bitcoin Prediction for Bitcoin in 2026. In this livestream I'm breaking down the reports and covering whether they think we topped, if we're forming a bottom, or if we're in the middle of an actual Crypto Supercycle.
Chapters:
(00:00) Intro: Two Major Funds Make Bold Bitcoin Calls
(01:47) Fidelity's Super Cycle Report
(02:47) How Bitcoin's Buyers Have Changed (Institutional Demand)
(06:48) Bitcoin's Volatility Has Shifted This Cycle
(09:35) MVRV Ratio: Why There Was No Blowoff Top
(12:55) Puell Multiple Confirms Lower Volatility
(15:04) Fidelity's Profit-to-Volatility Ratio (Proprietary Metric)
(18:06) Fidelity's Conclusion: Shorter Bear Markets Ahead
(22:39) Fidelity's Official Website: Covering Their Bases
(27:29) VanEck CEO Calls the Bitcoin Bottom on CNBC
(30:03) Breaking Down VanEck's Thesis
(34:42) Miner Capitulation Is Happening Right Now
(39:33) Bitdeer & Jihan Wu: Even the Biggest Miners Are Capitulating
(41:56) Fidelity vs VanEck: Side-by-Side Comparison
(45:36) How to Use This Information: The Practical Approach
(47:29) Outro
