Bitcoin went back above $80,000 after its strongest August in years, helped by:
- renewed ETF inflows
- a weaker dollar
- Treasury bond buybacks
- a huge short squeeze
Now markets are waiting for Kevin Warsh.
He has suggested higher bond yields may already be doing some of the Fed’s tightening for it, while Treasury has stepped in with larger buybacks after long dated yields pushed towards two decade highs.
If Warsh sounds hawkish, yields and the dollar could push higher again.
If financial conditions keep easing, the second half of 2026 could get very interesting.
Full article:
https://www.reuters.com/business/anxious-investors-hope-clarity-warshs-fed-plan-jackson-hole-2026-08-26/
quotingIf $80,000 is the start of a new bull run, the $120,000 to $170,000 forecasts from January could still play out.
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Every January I write a “What will Bitcoin’s price do this year?” piece.
Eight months into 2026, this is how it has played out:
- January open: $88,000
- June low: $58,000
- Weeks stuck under $67,000
- $65,000 downside case played out
- $80,000 this week, first time since May
- A third below the October 2025 high
- Down on the year from the January open
What has aged well is that price is being driven by macro conditions, institutional flows and market structure rather than retail speculation.
The second half of 2026 could look very different from the first.
I’ll come back to this in December.
https://www.forbes.com/sites/digital-assets/2026/01/01/what-is-bitcoins-price-prediction-for-2026/
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