Bitcoin at $67,800: Brandt and Fidelity’s Timmer Clash Over New 2026 Macro Models
The post Bitcoin at $67,800: Brandt and Fidelity’s Timmer Clash Over New 2026 Macro Models appeared on BitcoinEthereumNews.com.
Bitcoin is trading near $67,800 at the time of writing, with daily volume hovering around $45 billion, as per CoinMarketCap, placing it directly inside the debate now dividing two veteran market voices — Peter Brandt and Jurrien Timmer. According to Peter Brandt’s latest Power Law V2.0 outlook, BTC remains in a tightening logarithmic corridor with diminishing upside extremes. On the opposite side stands Fidelity macro director Jurrien Timmer, who projects expanding valuation ceilings tied to wallet growth and adoption waves for the cryptocurrency. With the price of Bitcoin sitting near the lower green support band on Brandt’s weekly structure, the disagreement is no longer theoretical, but a real matter of market positioning. Brandt’s framework is cycle-driven. Morning Crypto Report: Bitcoin Drops to $67,000 Amid CPI Caution, Ripple Targets UK Insurance Market for XRP Ledger, Dogecoin Creator Reacts to Satoshi Theories Goldman Sachs Holding $152M in XRP You Might Also Like In a recent update on X, the veteran trader highlighted a 53-week (371-day) post-halving rhythm, which historically marks transitional phases between impulse rallies and consolidation regimes. Under his narrowing-band thesis — to which he refers as “Bitcoin Banana” — future peaks compress in amplitude as volatility declines. Hello @TimmerFidelity Interesting that you are playing around with your own version of the Bitcoin Banana $BTC although whereas my forward look calls for a narrowing, yours calls for broadeningYour food from Aruba looks fabulous 🥩🥩🥩 pic.twitter.com/GpKw568xwy — Peter Brandt (@PeterLBrandt) February 11, 2026 If that structure holds, Bitcoin would likely remain contained within a progressively tighter range through Q4, 2026, with a structural floor potentially sitting below current levels. Brandt vs. Timmer: Network diffusion or structural maturity? In contrast, Timmer’s model ties the price to network economics rather than just Bitcoin price chart geometry. By mapping wallet growth to demand waves, his outlook identifies five…
Filed under: News - @ February 12, 2026 2:24 am