Here Is What Could Trigger a 2026 Crypto Rebound, According to JPMorgan
The post Here Is What Could Trigger a 2026 Crypto Rebound, According to JPMorgan appeared on BitcoinEthereumNews.com.
Regulations A rebound in U.S. crypto markets may hinge less on price charts and more on Capitol Hill. Key Takeaways JPMorgan sees a possible H2 2026 crypto rebound if Congress passes market-structure reform. Institutional investors now dominate Bitcoin flows, with volatility declining. The key obstacle is disagreement over stablecoin yield rules in the Digital Asset Market Clarity Act and Responsible Financial Innovation Act According to analysts at JPMorgan Chase, led by Nikolaos Panigirtzoglou, the second half of 2026 could bring a meaningful recovery – but only if Congress delivers long-awaited market-structure legislation by midyear. That outlook comes at a time when sentiment remains fragile. Bitcoin recently slipped below its estimated production cost of $77,000, a level historically viewed as a soft floor during downturns. The pullback has reinforced the cautious mood following a sharp correction late last year. From Retail Cycles to Institutional Control JPMorgan’s base case suggests the next uptrend will not look like prior retail-driven surges. Institutional investors now account for roughly 65% of large Bitcoin transactions, and market behavior has become noticeably more disciplined. Thirty-day realized volatility has declined significantly year-over-year, reflecting steadier capital flows and fewer speculative swings. After record inflows of about $130 billion into digital asset products in 2025, the bank expects even larger allocations in 2026 if regulatory clarity improves. That capital is projected to spill into venture funding, mergers and acquisitions, and potential IPOs involving exchanges, payment platforms, and blockchain infrastructure firms. The Legislative Trigger The key variable in JPMorgan’s forecast is federal market-structure reform. In the House, the Digital Asset Market Clarity Act seeks to draw a bright regulatory line by granting the CFTC primary oversight of digital commodity spot markets, while preserving SEC authority over investment contracts. In parallel, the Senate has advanced the Responsible Financial Innovation Act, which proposes…
Filed under: News - @ February 27, 2026 7:26 am