2026 BTC target price rush to 290,000! Institutions are entering the market crazily, don't miss this opportunity to make money.
The cryptocurrency market in December 2025 is shrouded in panic sentiment and the resonance of global macroeconomic changes. BTC has retreated from a high of 126,000 USD to around 89,000 USD, with the fear index dropping to a recent low of 23. Such a correction has long been anticipated amidst tightening global liquidity. The Bank of Japan (BOJ) plans to raise interest rates to the highest level in 30 years at 0.75%. Coupled with the tightening of U.S. Treasury bonds and high yields leading to a return of funds to traditional fixed income, along with leveraged concentrated sell-offs on October 11, BTC once touched a low of 84,000 USD, with the intensity of short-term fluctuations far exceeding market expectations.
However, the bulls have not truly retreated. The Federal Reserve (Fed) has ended quantitative tightening and restarted bond purchases to inject liquidity, providing a "stabilizing pill" that gives the market a sense of support. Vanguard has launched a cryptocurrency ETF, and Bank of America allows a 4% allocation ratio of BTC, which is a direct signal that institutional funds are optimistic in the long term. The options market is hedging against rebound risks in the 100,000 - 110,000 USD range, while the spot market has formed solid buying pressure in the 80,000 - 85,000 USD range. The narrow fluctuations in the battle between long and short positions resemble the buildup before a major market movement.
Interestingly, although the Fed's three interest rate cuts in 2025 have been implemented and expectations for only one rate cut in 2026 should benefit risk assets, when the rate cut expectations heated up in November 2025, the BTC spot ETF still saw nearly 3 billion USD in net outflows. This reflects investors' caution towards short-term volatility, but also hides opportunities for bargain hunting. For true long-term investors, rather than getting caught up in short-term price fluctuations, it is better to focus on central bank policies, bond yields, and other macro indicators and industry dynamics. Grasping the core value logic amidst fluctuations is the key to success.
