VanEck Predicts “Epic Jedi Reversal” for Bitcoin in 2026, Mirroring Gold’s Breakout
For cryptocurrency investors who staunchly believe in Bitcoin’s role as an inflation-resistant asset, 2025 proved to be an undeniably disappointing year. Bitcoin, once anticipated to thrive amidst a wave of currency debasement, not only underperformed the “safe-haven king” gold but was also significantly outpaced by the Nasdaq 100 index.
However, leading asset management firm VanEck believes that Bitcoin is on the cusp of an epic “Jedi reversal,” poised to emulate gold’s breakout performance in 2026.
Bitcoin’s 2025 Weakness: A Catalyst for 2026 Strength
In VanEck’s recently released “2026 Investment Outlook,” David Schassler, Head of Multi-Asset Solutions, argues that Bitcoin’s subdued performance this year is, paradoxically, its greatest bullish catalyst for the next:
“Year-to-date, Bitcoin has lagged the Nasdaq 100 index by approximately 50%. This extreme ‘price dislocation’ positions Bitcoin to be the top-performing asset in 2026.”
Schassler acknowledges that a cooling market risk appetite and tightening liquidity indeed suppressed Bitcoin’s price performance in 2025. However, he emphasizes that the fundamental long-term investment thesis supporting Bitcoin – its ability to counter currency depreciation – remains unshaken.
“As the accelerator on currency debasement is pressed to the floor, liquidity will ultimately return to the market. Historical experience tells us that when this occurs, Bitcoin’s reaction tends to be the most dramatic and swift.”
“We are already actively accumulating positions.”
A Confluence of Forces: Currency Debasement, Tech, and Hard Assets
From a broader macroeconomic perspective, David Schassler’s bullish conviction rests upon the confluence of three powerful, long-term forces: accelerating currency depreciation, transformative technological change, and the growing prominence of hard assets.
He points out that governments worldwide, in their efforts to service future debt obligations and achieve political objectives, are increasingly left with one primary recourse: the printing press. This inevitable expansion of the money supply will compel investors to seek refuge in scarce assets that cannot be arbitrarily inflated, such as gold and Bitcoin.
Gold’s Precedent: A Glimpse into Bitcoin’s Future?
Gold has already delivered an impressive performance this year, surging over 70% to currently trade around $4,510 per ounce. David Schassler predicts that this momentum will extend into 2026, with gold prices potentially rising by another 10% or more, aiming for over $5,000 per ounce.
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