Fidelity macro strategist bearish on Bitcoin: adjustments needed for 2026 forecast

2025-12-26 23:03:29

Source: CryptoNewsNet Original Title: Fidelity’s Macro Guru Turns Bearish on Bitcoin Original Link: Fidelity’s macro strategist Jurrien Timmer predicts that Bitcoin and gold may need to adjust in 2026.

“Regarding these 40 points, I am still a huge fan of gold and Bitcoin, but I suspect both may need a year of rest before they can dominate the market again,” he stated in a recent social media post.

Gold Surpasses Bitcoin

Timmer previously predicted that gold might hand over the baton to Bitcoin in the second half of 2025. However, this prediction did not materialize, and precious metals continued to outperform digital assets before the end of the year.

Gold experienced its best year since 1979, with an increase of about 70%. In fact, it hit a historic high of $4,550 earlier today. This rally was driven by geopolitical tensions, the Fed’s highly anticipated dovish shift expectations, and a “perfect storm” of central banks shifting reserves from U.S. Treasuries.

Meanwhile, Bitcoin is about to record its second-worst Q4 in history. This cryptocurrency has fallen nearly 7% so far this year.

BTC0,55%

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.