VanEck's Q1 2026 outlook highlights a bullish long-term perspective on cryptocurrencies and gold, driven by clearer fiscal and monetary signals. The investment firm notes that while short-term signals for cryptocurrencies remain complex, the long-term outlook is positive. Gold is also gaining traction as a global currency asset, with recent price pullbacks offering attractive entry points. The report emphasizes the improved investment landscape for AI-related stocks, which have seen valuation resets, and highlights India's growth potential as a key investment market. VanEck also points to the stabilization of the U.S. fiscal position and a more stable interest rate environment as factors supporting a proactive risk-on strategy in 2026.