QE Confirmed, Fewer Cuts & Rising Risks: What Bitcoin Faces in 2026

"Cody Harris is not feeling bullish. 40k Bitcoin by October 2026."

"the Fed CME Fed watch tool in terms of pricing in the interest rate futures market. there's at least a 75% chance of more than one rate cut next year."

"I think that um QE is likely to come next year if Trump gets his way in terms of like juicing running the economy hot"

"Uh we've also got the market structure bill, right? This is potentially this has been pushed back to next year apparently, unfortunately, but you know, it's still being worked on hopefully."

"Uh we've got a Russia Ukraine war, which could that could end before then the end of the year. Yeah. Yeah, obviously this is being, you know, the details of this are being hammered out and I mean we've got to hope that it ends uh sooner rather than later, but um I I I've seen some interesting articles basically saying it, you know, as these things are argued over it. It it is basically entering its endgame phase. Um so I mean that is something that is highly likely for 2026 and that yeah that could be good for markets across the board, not at least in Europe because you know that could potentially um mean energy prices start falling again."

"And this is the this is the possibility that the Supreme Court might strike down Trump's tariffs."

"some analysts are predicting that Bitcoin could end up in central bank reserves around 2030."

"I think I I personally think the the Bitcoin strategic reserve certainly at the federal level in the US I think that's just going to be dangled in front of us every few months or every year or so just to sort of go ah you know oh it's it could be happening. I mean interestingly we are seeing individual US states actually you know unilaterally setting up their own strategic reserves. So I personally I I just don't see a federal strategic reserve happening."

"I mean the Chinese could implement their own strategic reserve. You know it is an asset that sovereign asset and like I said they've been buying gold and this the Chinese state could."

"So, Google, Microsoft or Nvidia publicly allocating a massive chunk. I mean, it's small for them in terms of the size of their balance sheet, but let's assume like a $10 billion chunk of liquidity into Bitcoin."

"um one it could be a major pension system or scheme allocating at least 5% which is what's recommended by financial advisers now to Bitcoin"

"there's every chance that you know this could suddenly again first slowly and then all at once this could suddenly catch fire. Um and I mean we've got Paul Atkins of the SEC saying you know in in um all markets all US markets will eventually be on chain from the SEC no less. And also um Black Rockck's Larry Frink singing the praises of tokenization. He's super bullish on tokenization. And this will be good not this will be good for like layer one blockchains. That issue these tokens. So think Salana and Ethereum."

"Bitcoin is reaching 300K in early 2026 is a logical scenario."

"December 16th, we've got those delayed employment reports. Uh this is the NFPs. They're expected at 50K."

"we've also got inflation numbers on December 18th. Uh the 3.1% is expected. This is the CPI inflation with 3% previous."

"on the 19th of December we have the BOJ uh they are hiking rates to a whopping 75 basis points."