Bitcoin’s path to $100k ignites as institutions fortify positions
The post Bitcoin’s path to $100k ignites as institutions fortify positions appeared on BitcoinEthereumNews.com.
Bitcoin has stormed into 2026 by rising to its highest level in over a month after climbing above $94,000 on Jan. 5, signaling a potential end to the stagnation that plagued the crypto market in late 2025. This rally marks a decisive shift in sentiment, given that the flagship digital asset closed the previous year with a whimper while equities reached record highs. However, that trend appears reversed, with the first trading sessions of the new year delivering a modest but significant reversal. During this period, Bitcoin is up over 3% year-to-date and is showing renewed vigor, driven by a confluence of favorable macroeconomic conditions, resurgent institutional demand, and a cleaner derivatives market. The macro shift Underpinning this nascent recovery is a transforming macroeconomic landscape in the United States. Heading into 2026, two reinforcing trends are reshaping the investment climate: a steepening yield curve and a structurally weaker dollar. Analysts at Bitfinex told CryptoSlate that the US Treasury curve has moved decisively out of the inverted state that characterized the 2022–2024 period. This normalization is driven by expectations of eventual policy easing at the front end, coupled with elevated long-dated yields stemming from inflation uncertainty and fiscal concerns. They furthered that this configuration reflects a repricing of duration and credibility risk rather than renewed growth optimism. In this environment, financial conditions remain tighter than headline rate cuts would suggest, creating a backdrop where liquidity improves only selectively. Simultaneously, the US dollar has weakened meaningfully. While the greenback’s structural foundations remain intact—supported by deep capital markets and demand for Treasuries—the current depreciation appears managed, reflecting policy preferences for improved trade competitiveness. This combination of a softer dollar and elevated long-end yields favors assets with “real” or defensive characteristics and near-term pricing power. Bitcoin, often viewed as a hedge against fiat debasement…
Filed under: News - @ January 6, 2026 8:24 pm