Bitcoin in the world of institutional competition: will it reach $102,000?

2026-01-15 14:18:38

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CF Benchmarks analysts consider a scenario where bitcoin could rise to $102,000 in 2026. Despite a recent decline of nearly 30% from the October high of $126,000, experts see positive signals in the situation related to activity from major market players and changes in the macroeconomic environment.

The Role of Big Money in Price Recovery

Spot Bitcoin ETFs currently hold assets worth over $100 billion. Leading the sector is BlackRock’s iShares Bitcoin Trust with $67 billion in assets under management. Meanwhile, signals of capital outflows have been mixed — on Thursday, according to DefiLlama, over $400 million was withdrawn from spot ETFs.

Interestingly, a new development phase could begin with Morgan Stanley entering the cryptocurrency market. According to SEC materials, the company is preparing to launch a specialized ETF for bitcoin and other crypto assets, signaling deeper institutional involvement.

Macroeconomic Catalysts and Price Outlook

Easing inflation, reflected in labor market dynamics, creates conditions for further easing of the US Federal Reserve’s policy. A potential reduction in interest rates next year traditionally has a positive impact on risk assets, including cryptocurrencies.

From current levels around $90,000 to the target of $102,000, an increase of approximately 15% is needed, which is considered a realistic scenario given stable institutional support and a favorable geopolitical context.

BTC-1,84%

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