VanEck Sees Bitcoin Turning Around in 2026 Bitcoin Outlook- Strong Performer: David Schassler at VanEck believes that Bitcoin will be a strong performer in 2026 despite outperforming gold and Nasdaq 100 in 2026.
- Lagging Behind: Bitcoin has been lagging behind the Nasdaq 100 Index by about 50% so far this year; however, Schassler points out that this is what sets it up well for its comeback.
Gold’s Surge- $5,000 Target: Schassler believes that gold will jump to a target price of $5,000 in the forthcoming year, thereby adding another 10% to its existing strong
- Momentum: Gold has been one of the strongest major assets this year, with a gain of over 70 percent, trading at $4,492 per ounce. Market Trends- Debasement and Liquidity- The thesis of Schassler revolves around the areas of debasement of money and technological changes that contribute to the rising importance of hard assets and how it will propel investors towards the scarce sources of value in the form of gold and Bitcoin. - Natural Resources: There is a silent bull market in natural resources driven by the infrastructure requirements of AI, the transition to renewable energy, and re-industrialization.
