According to Hayes, Bitcoin has the potential to reclaim leadership in 2026, provided that US dollar liquidity begins to expand meaningfully.

Can Bitcoin Rally Without Liquidity Support?

Hayes emphasizes that Bitcoin’s historical price movements are deeply connected to monetary conditions. Periods of abundant liquidity have consistently aligned with strong Bitcoin rallies, while tightening cycles have weighed heavily on crypto markets.

He notes that assets such as gold and the Nasdaq benefited from favorable liquidity dynamics, leaving Bitcoin sidelined. For Bitcoin to “find its rhythm again,” Hayes argues, the supply of dollars must increase. In his view, this shift is not only possible but likely to occur in 2026.

Key Drivers Behind Potential Dollar Liquidity Growth

Several catalysts could contribute to a sharp increase in dollar liquidity over the coming years. Hayes points to a potential expansion of the Federal Reserve’s balance sheet, signaling renewed monetary easing. Lower mortgage rates, driven by looser financial conditions, could also inject additional liquidity into the system.

In addition, Hayes highlights the role of commercial banks, suggesting they may become more willing to extend credit to government-backed strategic industries. Rising defense-related expenditures, in particular, could require substantial financing through the banking sector, reinforcing broader monetary expansion.

Why Technology Stocks Stayed Strong in 2025

Despite declining dollar liquidity in 2025, the Nasdaq avoided a comparable downturn. Hayes attributes this resilience to the strategic importance of artificial intelligence. Both the United States and China have effectively elevated AI to a national priority, channeling capital into the sector through government investment and executive actions.

This intervention, he argues, weakened traditional free-market signals and allowed capital to flow into AI-related equities regardless of underlying return metrics. As a result, technology stocks emerged as the strongest-performing segment within the S&P 500.

Bitcoin as Monetary Technology

Hayes ultimately frames Bitcoin as a form of monetary technology whose value is inseparable from fiat currency debasement. While Bitcoin declined roughly 14% in 2025 and gold surged more than 44%, he cautions against drawing long-term conclusions from short-term performance gaps.

In his assessment, sustained monetary expansion remains the critical condition for Bitcoin to reach new all-time highs, positioning 2026 as a potential turning point for the asset.

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Tom Lee: A “Compressed” Year Before a Breakout

Speaking in a recent televised interview, Lee described the current market environment as unusually constrained but full of potential energy. In his view, the year is likely to be marked by emotional swings—periods of pessimism, relief rallies, and renewed optimism—before resolving into a strong upward move.

He emphasized that many of the pressures that weighed on markets last year, especially around trade-related concerns, appear to be fading. With the most challenging phase now behind, Lee believes risk assets are positioned for recovery. He also pointed to expectations for strong performance among major technology stocks and suggested that the S&P 500 could approach the 7,700 level by year-end.

Bitcoin Targets and the End of the Four-Year Cycle?

Despite Bitcoin and Ethereum falling short of earlier targets, Lee has not lowered his long-term expectations. On the contrary, he argued that a move above $200,000—or even $250,000—would fundamentally challenge the long-standing four-year crypto market cycle theory. Traditionally, 2026 would be viewed as a downturn year, but Lee believes current dynamics could invalidate that pattern entirely.

He highlighted several supportive forces: the unwinding of excessive leverage following a major market shock in October, ongoing institutional adoption, expanding crypto product offerings from Wall Street, and increasing government-level support. Combined with expectations of future interest rate cuts, these elements create what he sees as a highly constructive backdrop for Bitcoin.

Macro Signals Supporting Crypto

Lee also underscored the importance of intermarket signals. Historically, periods when copper outperforms gold have coincided with strong Bitcoin rallies. Similarly, when key economic indicators—such as purchasing managers’ indexes—move above critical thresholds, digital assets have tended to benefit.

Beyond crypto, Lee briefly touched on geopolitical developments, including Venezuela, suggesting that oil prices could fall toward $40 per barrel. However, he does not expect energy equities to mirror that decline proportionally.

Overall, Lee’s outlook frames the coming period as challenging but ultimately rewarding for long-term crypto investors.

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The post Tom Lee Shared His Predictions for Bitcoin and Altcoins in 2026! appeared first on Coin Engineer.

Surpassing traditional tech titans like Microsoft and Apple, Nvidia now sits at the top of the global value chain. But what’s fueling this explosive rise?

The AI Boom: Powering Nvidia’s Ascent

On Wednesday, Nvidia shares surged by 2% to reach an all-time high of $164.32 before slightly retreating to $163.36 in after-hours trading. This spike briefly lifted the company’s market cap past $4 trillion.

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The key driver behind this historic rally is investor confidence in artificial intelligence. As global spending increasingly shifts toward AI infrastructure, Nvidia, once a gaming and crypto-mining chipmaker, is now the undisputed leader in AI processing. That strategic shift is paying off — handsomely.

Resilient Growth Despite Setbacks

Despite facing a $600 billion loss in valuation earlier this year due to geopolitical tensions and Chinese competition, Nvidia has staged an extraordinary rebound. The firm posted over $44 billion in revenue and $19 billion in net income for Q1 — a 26% increase year-over-year.

So far in 2025, Nvidia stock has gained 21.3%, significantly outperforming the S&P 500’s 6.5% rise. The company now ranks just behind gold in terms of total global asset value — a remarkable shift that signals the future is firmly tied to AI.

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Among the biggest decliners, MicroStrategy ($MSTR) saw a 14% drop, while Tesla ($TSLA) and Palantir ($PLTR) fell 8% and 7%, respectively. Other major technology companies also experienced losses: Alphabet ($GOOGL) dropped 5%, Broadcom ($AVGO) lost 5%, Meta ($META) was down 4%, Nvidia ($NVDA) fell 4%, Amazon ($AMZN) decreased by 3%, and Netflix ($NFLX) was down by 3%. Microsoft ($MSFT) also saw a decline of 2%.

This decline deepens the 3 trillion-dollar market value loss of the “Magnificent 7” technology stocks since their peak. Rising interest rates and inflation concerns are the primary factors behind the technology sector’s struggles. These issues have created uncertainty among investors, with market analysts advising caution.

Additionally, the future challenges that technology companies may face, along with economic conditions, could further exacerbate losses. The impact of rising interest rates on technology stocks could lead to further depreciation. Investors must closely monitor market movements and adjust their strategies accordingly.

After today’s losses, investors will continue to track the Nasdaq and other technology stocks to assess their performance in the coming period. Economic data and central bank announcements will play a crucial role in shaping market trends over the next few days.

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