Key Takeaways
- Bitcoin has fallen around 25% in 2026, but bullish institutional investors argue the current “crypto winter” looks cyclical rather than structural.
- US regulation, Federal Reserve policy, and the November midterm elections are expected to be the biggest catalysts for bitcoin in the second half of 2026.
- While retail investors have shifted toward AI, analysts say institutions continue accumulating BTC.
Has bitcoin finally found its floor, or is the worst still to come? Analysts are focused on a few key forces: US regulation, Federal Reserve policy, and November’s midterm elections.
After surging above $126,000 in October 2025, the world’s largest cryptocurrency has shed around 25% this year, briefly testing the $60,000…
