Fidelity's Jurrien Timmer has forecasted that 2026 could be a "year off" for Bitcoin, suggesting potential underperformance despite current market momentum. Timmer attributes this outlook to Bitcoin's 4-year cycle, which contrasts with the more bullish perspectives of analysts like Tom Lee and Michael Saylor. He anticipates that commodities may outperform Bitcoin, serving as a diversifier in investment portfolios. This prediction could impact Bitcoin miners and digital asset treasuries, as they may face increased pressure if Bitcoin's performance lags.