#比特币价格走势与预测 The expectation of a correction in the first half of 2026 is gradually taking shape. Fundstrat has provided specific figures—BTC $60,000-$65,000, ETH $1,800-$2,000, SOL $50-$75—these target prices are based on risk digestion assessments. Meanwhile, Delphi Digital is optimistic about the full-year outlook from a liquidity perspective, and Galaxy Research also acknowledges the possibility of Bitcoin reaching new all-time highs.

The core disagreement lies in the short-term pressure versus the long-term upward pace.

From on-chain fund flows, the pace of institutional allocation and macro liquidity expectations will directly influence this process. Early-year corrections are often accompanied by a dip in the cost basis—this provides an opportunity for subsequent positioning and accumulation. The key is to track the actual absorption behavior of large funds at these target prices, rather than being driven by short-term volatility.

Fundstrat specifically highlights ETH’s structural advantages (no miner sell pressure, clearer fund flows), which warrants close attention. If prices indeed reach those levels, ETH’s relative performance may validate this judgment.

The most pragmatic approach now is: confirm risk exposure, prepare a monitoring list for target prices, and wait for signals from large on-chain holders. Predictions are never as reliable as data.