VanEck: Bitcoin's Four-Year Cycle Broken in 2025, Future Trend Still Cautious for the Next 3 to 6 Months

BlockBeats News, January 13th, VanEck stated in a post that "Entering 2026, the signals of fiscal and monetary policy are becoming increasingly clear, the overall market is more inclined towards risk appetite, and opportunities for investment in artificial intelligence, private credit, gold, and crypto assets are emerging as more attractive after the adjustment."

"The market operating environment in 2026 presents a scene that investors have not seen in many years: a clear market outlook. Clear expectations regarding fiscal policy, the direction of monetary policy, and core investment themes have provided support for the market to adopt a more constructive, risk-biased strategy, although a high level of discernment still needs to be maintained in asset selection."

"In the crypto market, the traditional four-year cycle of Bitcoin was broken in 2025, making short-term signals more complex. This deviation makes the trend in the next 3–6 months more inclined to cautious judgment. However, this view is not an internal consensus, and there are still differences within the team, with Matthew Sigel and David Schassler holding a relatively more positive view of the short-term performance of the current cycle."