The Coinbase Report That Could Change Everything for Q1

"If M2 begins to tighten, though, then we should probably be more cautious about BTC's price action in Q1 this year. Luckily though, most economists expect M2 Money supply conditions to become less restrictive with modest growth continuing into early 2026."

"71% of institutions think BTC is undervalued, which means that they're probably not planning to sell if the price dips even further. If anything, they're more likely to keep accumulating. This is a bigger deal than you might think because if retail and institutional investors buy the dip, well, this could prevent BTC's price falling so dramatically in the bare market."

"Once gold's price starts to fall, investors could turn to other assets for upside potential, and Bitcoin, aka digital gold, could be the first stop."

"And with the upcoming Glamsterdam and Hagod upgrades expected this year, Ethereum's scalability will see a major boost. helping to strengthen Ethereum's institutional appeal. This could give ETH's price a meaningful boost despite the apparent sell pressure from long-term holders and reignite optimism across the wider altcoin market."

"So, as long as market conditions don't deteriorate too far, regulation keeps supporting innovation, and we're not hit with any major macro shocks, well, 2026 could end up being the year that we all hoped 2025 would be."