$BTC price remains near the mid-$80–90k range, while gold exposure via GLD reflects gold’s strong performance.
What to know:👇
• Bitcoin has underperformed compared to gold and the Nasdaq 100 this year, but a VanEck manager predicts a strong comeback in 2026.
• David Schassler, the firm's head of multi-asset solutions, expects gold's surge to continue to $5,000 next year as fiscal "debasement" accelerates.
Bitcoin will likely follow gold’s breakout, driven by returning liquidity and long-term demand for scarce assets.
• Bitcoin $BTC $88,127.33
has disappointed investors this year, trailing both gold and the tech-heavy Nasdaq 100 stock index, despite expectations that it would benefit from fiat currency devaluation.
📍"Bitcoin is lagging the Nasdaq 100 Index by roughly 50% year-to-date, and that dislocation is setting it up to be a top performer in 2026," said David Schassler, head of multi-asset solutions at VanEck, in the firm’s recently published 2026 outlook.
He expects gold to surge next year to $5,000, extending its already impressive run a little more than 10% for current levels. "Gold is one of the strongest major assets this year, and we expect that momentum to carry it forward," he said.
The yellow metal is up over 70% this year, currently trading around $4,492 per ounce.
