Bitcoin's market bottom could be imminent when measured against gold, according to Rony Szuster, Head of Research at Mercado Bitcoin. Historically, bitcoin bear markets last 12-13 months, indicating a potential bottom in February 2026 if priced in gold, with recovery possibly starting in March. In contrast, the USD-denominated downturn might extend into late 2026, following a peak in October 2025 at $126,000.
The divergence in timelines is attributed to global uncertainties, including trade tariffs and geopolitical tensions, which have driven capital into gold, boosting its price by over 80% to $5,280. This shift has weakened bitcoin against gold more rapidly than against the dollar. Despite a $7.8 billion outflow from spot bitcoin ETFs since November, large investors like Abu Dhabi's Mubadala Investment Company are increasing their bitcoin exposure, viewing the current market as an accumulation opportunity.
Bitcoin Market Bottom May Be Approaching, Analyst Suggests
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