Opinion: 2026 may迎 "Crypto Winter," but institutionalization and on-chain transformation are accelerating

BTC-1,07%

BlockBeats News, December 29 — Cantor Fitzgerald stated in its latest year-end report that Bitcoin may be entering a multi-month downtrend cycle, and the market could be ahead of schedule in entering the “crypto winter” of 2026. Analyst Brett Knoblauch believes that Bitcoin has fallen approximately 85 days from its recent high, and the price may continue to face pressure, even testing the Strategy average cost line of about $75,000. However, unlike previous cycles, this downturn is unlikely to be accompanied by large-scale liquidations or systemic crashes. Cantor pointed out that the current market is being dominated by institutions rather than retail investors, and the “divergence” between token prices and on-chain fundamentals is widening, especially in the fields of DeFi, tokenized assets, and crypto infrastructure. Cantor summarized that although 2026 may not usher in a new bull market, as prices cool down, the institutionalization, compliance pathways, and on-chain infrastructure of the crypto industry are gradually being solidified.

Disclaimer: The information on this page may come from third parties and does not represent the views or opinions of Gate. The content displayed on this page is for reference only and does not constitute any financial, investment, or legal advice. Gate does not guarantee the accuracy or completeness of the information and shall not be liable for any losses arising from the use of this information. Virtual asset investments carry high risks and are subject to significant price volatility. You may lose all of your invested principal. Please fully understand the relevant risks and make prudent decisions based on your own financial situation and risk tolerance. For details, please refer to Disclaimer.

Related Articles

In the past 24 hours, liquidations across the entire network totaled $232 million, with long liquidations accounting for over 60%.

Gate News, April 9, according to CoinAnk data, the total liquidation amount across the entire network over the past 24 hours reached $232 million. Of that, long liquidations totaled about $144 million, accounting for more than 60%; short liquidations totaled about $88.17 million. From the distribution by asset, the liquidation amount for Bitcoin was about $68.95 million, and the liquidation amount for Ethereum was about $35.32 million.

GateNews25m ago

Adam Back Denies Being Bitcoin Creator Satoshi Nakamoto After New York Times Investigation

British Bitcoin developer and Blockstream CEO Adam Back publicly denied on April 8, 2026 that he is Satoshi Nakamoto, the pseudonymous creator of Bitcoin, after a New York Times investigation by journalist John Carreyrou identified him as the strongest candidate to be the inventor of the digital currency.

CryptopulseElite38m ago

Bitcoin is hovering around the $700,000 level; if oil prices fall below $100 or push toward $80,000

Bitcoin has recently been trading in a high-level range. The price rebounded from $67,000 to $70,900, driven by a U.S.-Iran ceasefire agreement. Market analysis suggests that weakness in oil prices—or easing inflation pressure—may support Bitcoin’s upside. If it breaks above $72,500, it could trigger short liquidations and push the price up to $80,000. However, instability in the Middle East and a rebound in oil prices could act as a drag. Volatility in the energy market will be a key factor influencing Bitcoin’s direction.

GateNews53m ago

Chainalysis: By 2035, stablecoin transaction volume may reach 1.5 quadrillion USD, exceeding the scale of global cross-border payments

Blockchain analytics firm Chainalysis predicts that by 2035, stablecoin transaction volume will reach $71.9 trillion. If there are two major macro catalysts, it could double to $150 trillion, surpassing the current global cross-border payments market size. Analysts note that institutional participation will significantly increase activity.

GateNews56m ago

The Bhutanese government has again sold 319.7 BTC, and the sovereign nation joins the liquidation lineup.

The government of Bhutan has recently transferred 319.7 Bitcoins to two wallets, indicating an intention to liquidate. This may be related to liquidity needs. The move comes alongside synchronized sell-offs by multiple listed companies, suggesting that sovereign holders and businesses face financial pressure amid a weak backdrop for Bitcoin prices, which has affected market sentiment.

MarketWhisper57m ago
Comment
0/400
No comments