Bitcoin to rebound sharply as gold hits $5,000 in 2026, VanEck manager says

Markets Share Share this article Copy link X icon X (Twitter) LinkedIn Facebook Email Bitcoin to rebound sharply as gold hits $5,000 in 2026, VanEck manager says VanEck's David Schassler expects gold and bitcoin to rebound sharply as investor demand for hard assets is expected to rise. By Krisztian Sandor | Edited by Aoyon Ashraf Dec 23, 2025, 8:25 p.m. What to know : Bitcoin has underperformed compared to gold and the Nasdaq 100 this year, but a VanEck manager predicts a strong comeback in 2026. David Schassler, the firm's head of multi-asset solutions, expects gold's surge to continue to $5,000 next year as fiscal "debasement" accelerates. Bitcoin will likely follow gold’s breakout, driven by returning liquidity and long-term demand for scarce assets. Bitcoin BTC $ 87,749.37 has disappointed investors this year, trailing both gold and the tech-heavy Nasdaq 100 stock index, despite expectations that it would benefit from fiat currency devaluation. But according to a VanEck manager, the largest crypto asset could be setting up for a major comeback next year. STORY CONTINUES BELOW 다른 이야기를 놓치지 마세요. 오늘 Crypto Daybook Americas 뉴스레터를 구독하세요 . 모든 뉴스레터 보기 가입하기 가입하면 CoinDesk 제품에 대한 이메일을 받게 되며, 당사의 이용 약관 및 개인정보 보호정책 . "Bitcoin is lagging the Nasdaq 100 Index by roughly 50% year-to-date, and that dislocation is setting it up to be a top performer in 2026," said David Schassler, head of multi-asset solutions at VanEck, in the firm’s recently published 2026 outlook . While this year’s weakness reflects a softer risk appetite and tight liquidity, the thesis for bitcoin remains intact, Schassler wrote. "As debasement [currency devaluation] ramps, liquidity returns, and BTC historically responds sharply," he added. "We have been buying," he said. Schassler's broader thesis centers on a powerful combination of monetary debasement, technological transformation and the rise of hard assets. The asset manager argues that funding future liabilities and political ambitions will increasingly rely on money printing, pushing investors toward scarce stores of value, such as gold and bitcoin. He expects gold to surge next year to $5,000, extending its already impressive run a little more than 10% for current levels. "Gold is one of the strongest major assets this year, and we expect that momentum to carry it forward," he said. The yellow metal is up over 70% this year, currently trading around $4,492 per ounce. At the same time, a quiet bull market in natural resources is underway, fueled by the infrastructure demands of artificial intelligence, energy transitions, robotics and re-industrialization. These "old-world assets," as Schassler put it, are building the foundation for the new world economy. Read more: Gold, silver shine in debasement trade as bitcoin is left behind VanEck Bitcoin News Gold Monetary Debasement More For You State of the Blockchain 2025 작성자 CoinDesk Research 2025년 12월 19일 Commissioned by Input Output Group L1 tokens broadly underperformed in 2025 despite a backdrop of regulatory and institutional wins. Explore the key trends defining ten major blockchains below. 알아야 할 것 : 2025 was defined by a stark divergence: structural progress collided with stagnant price action. Institutional milestones were reached and TVL increased across most major ecosystems, yet the majority of large-cap Layer-1 tokens finished the year with negative or flat returns. This report analyzes the structural decoupling between network usage and token performance. We examine 10 major blockchain ecosystems, exploring protocol versus application revenues, key ecosystem narratives, mechanics driving institutional adoption, and the trends to watch as we head into 2026. View Full Report More For You Bitcoin slips, crypto stocks suffer steep declines, as tax-loss selling drives action, analysts say 작성자 Krisztian Sandor , Helene Braun | 편집자 Stephen Alpher 1시간 전 Digital asset treasury companies — the year's worst performers — were also hardest hit on Tuesday. 알아야 할 것 : Bitcoin was lower by a bit more than 1% to just below $88,000 on Tuesday. Crypto-related stocks were suffering far larger declines. Analysts suggest tax-loss harvesting and low liquidity are contributing to the action in crypto markets as the year ends. Some analysts remain cautiously optimistic about a potential rally, though significant recovery is not expected until liquidity returns in January. 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