In my previous post, I explained why a bull run already happened. Bitcoin made a new all time high, and that alone confirms it. But if we stop the conversation from there we would be missing the bigger picture. Market move periodically, and what has happened is no longer the matter, but what is coming next.
If you are following events in the crypto market today, you will see that there are signs of positive signals that are difficult to ignore. Something huge is quietly happening beneath the surface, and it looks less like an ending and more like a preparation stage of another moon shot.
BlackRock has stated that Bitcoin ETFs are now its top source of revenue. Larry Fink has openly said that sovereign nations are buying Bitcoin. JPMorgan is offering products tied to IBIT. Vanguard, a firm that avoided Bitcoin for years, now allows its clients to access Bitcoin ETFs. Bank of America is suggesting a 4% Bitcoin allocation. Charles Schwab plans to introduce a Bitcoin ETF in early 2026. Abu Dhabi announced the purchase of $520 million worth of BlackRock’s Bitcoin ETF. Texas disclosed that it bought $10 million worth of Bitcoin.
Besides these moves, the macro environment is changing as well. The Federal Reserve has finished quantitative tightening and not long ago started to ease monetary policy with a rate cut. Liquidity conditions are getting better gradually, and it has been the case in the past that Bitcoin usually follows an upward trend when monetary pressure is being alleviated.
These are not short term signals meant for traders chasing quick profits. Institutional players do not move like retail investors. They plan years ahead and position long before price action becomes obvious. When major financial institutions are building products, adjusting allocation strategies, and committing capital at this scale, it reflects long term conviction rather than speculation.
However, whether these developments will have any real impact on altcoins is not something anyone can confidently predict. Recent market behavior has shown that money no longer flows the way it used to. Instead of rotating down the market, capital now concentrates at the top. Bitcoin attracts most of the institutional interest, while many altcoins remain sidelined.
This changes is important because Bitcoin rallies has always pulled the entire market along. Things are different now, because institutional participation has changed how money moves into crypto, money now moves horizontally rather than flowing down to altcoins. Expecting every Bitcoin moon shot to automatically leads to altcoins season may no longer be the case.
You need to understand that bull run usually do not begin at once. People don't believe it is it at first. You see price moving slowly, people gets discouraged, and the weak hands get shaken out, while the market maintain quietness. This is the perfect time for accumulation, when the majority are unsure what's next.
Not one of these things is a guarantee for a major bull run in 2026. Market movement depends on a lot of factors, and nothing is sure. Nonetheless, we cannot totally ignore these signals. Institutional adoption, improving liquidity conditions, and long term planning are not characteristics of a market that has run out of steam.
The biggest market moves are built quietly over time. When these changes become clear to everyone, the work has already been done. Therefore, it may be more prudent not to think solely of Bitcoin's past achievements but to consider whether the present situation is creating a catalyst for a bigger event.
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I believe the growing role of institutions and a more accommodative macroeconomic environment could act as catalysts for the cryptocurrency market. In 2026, Bitcoin will return to stability above $100,000.