3 macro forces every crypto investor should track in 2026: 1) Interest rates: cheap money = risk-on 2) Bitcoin's 4-year cycle: the trend still can't be ignored 3) Massive new buyer steps in: BTC ETF launch (Jan 2024) and ETH spot ETF (July 2024) I think at least 2 of the 3 here are currently tracking to take markets lower at some point this year, even if we were to end the year at new BTC or ETH highs. ❌ Rates are still moderately high ❌ It's midterm year, akin to 2018/2022 🟡 BTC and ETH ETFs can see much larger inflows, DATs remain a new force growing in the market, especially for ETH with @fundstrat as the Saylor of Ethereum, and then consider a totally new bid forming from trillions in passive retirement investing now that the US Dept of Labor stopped discouraging fiduciaries from including crypto in 401(k) retirement plans. But I'm probably missing a few key factors here. If you had to name one more that drives the overall market trend, what is it? Or what else do you pay the most attention to right now?
Note: I'm very long BTC and ETH, and don't have a short position. I don't try to time these markets. I do plan for the best opportunity to buy a cycle low this year.
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