As we look ahead to 2026, the crypto surge fueled by Trump that once drove Bitcoin to a record high of $126,000 in October seems to have encountered significant macroeconomic challenges. In the last quarter alone, an astonishing $1 trillion has been erased from the overall cryptocurrency market capitalization, leaving investors questioning whether the anticipated supercycle is merely postponed or entirely obliterated.
Yet, amidst this prevailing crypto winter, analysts and industry insiders are hinting at a substantial “liquidity bomb” poised to explode in early 2026.
One prominent voice supporting this perspective is Raoul Pal, CEO of Real Vision. He contends that the current downturn represents just a temporary correction within a broader bullish trend. According to him, changes in U.S. financial regulations will be pivotal for recovery in 2026 rather than shifts in political mood.
Pal highlights the Supplementary Leverage Ratio (SLR), which was introduced at the end of 2025 and will become mandatory by April 2026. This regulation is expected to incentivize banks to acquire more U.S. Treasuries, thus generating significant leverage and liquidity throughout the banking sector.
As Pal emphasizes, “liquidity accounts for 90% of Bitcoin’s price movements,” forecasting that an influx of global M2 money supply will start flowing into markets come January and February. This wave of available cash is seen as the “bomb” many believe could trigger another upward cycle.
The general agreement among institutional analysts suggests that 2026 may signify an end to traditional four-year halving cycles; instead ushering in a supercycle characterized by sustained institutional engagement. Historical patterns indicate that sell-offs often precede robust rallies—much like how markets dropped by half mid-2021 before surging again—and Pal interprets Bitcoin’s current valuation around $90,000 as forming a similar foundational pattern.
Bitcoin Expected To Reach $150K By Late 2026
<pConversely,Haseeb Qureshi from Dragonfly sees major tech companies introducing wallets and Fortune 100 firms incorporating stablecoins into their operations as key catalysts for change in 2026. For him,it’s not solely about increasing funds within systems but also about cryptocurrencies becoming seamlessly integrated into global fintech frameworks.
Qureshi predicts Bitcoin prices will exceed $150k by late-2026; however he anticipates its market dominance may decline despite rising prices.This shift indicates capital moving towards more productive assets and utility protocols rather than remaining idle within digital gold confines.
The expert expresses particular optimism regarding stablecoins along with derivatives forecasting their supply growth at around sixty percent leading them toward unprecedented highs while establishing themselves as primary payment channels across internet platforms .
This transition from gray market status towards being integral components American economic policies might soon render what’s referred today as liquidity bomb eventful enough finally transform conventional four-year cycles into enduring supercycles making it potentially one strongest years ever witnessed crypto landscape!
Related: Sawana Co-Founder Predicts Demand Surge With Stablecoin Market Reaching Trillion Dollar Valuation
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