Delphi Digital Outlook for 2026: Bitcoin Should Rise in a Liquidity-Driven Environment

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BTC0,42%

BlockBeats News, December 19 – Delphi Digital stated in its 2026 Market Outlook report that the global macro environment is shifting from divergence to convergence. Major central banks have turned to interest rate cuts, and fiscal deficits are driving increased liquidity demand. As the Federal Reserve’s quantitative tightening approaches an end, the U.S. Treasury General Account may decline, and the People’s Bank of China increases support, global liquidity is expected to improve in 2026. The report also notes that the market may not receive the same large influx of liquidity as in 2020, but conditions are now more clearly defined and predictable for easing cycles. Major central bank policies will begin to align, and deficit spending will drive greater debt monetization. The report states that global M2 and gold prices have hit new highs, with central banks continuing gold purchases, indicating an ongoing trend of currency devaluation. Historically, gold and liquidity indicators have often led Bitcoin, so assets like Bitcoin are expected to benefit.

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