#比特币价格走势 VanEck's judgment is interesting—Bitcoin has lagged behind the NASDAQ by 50% this year, yet it is interpreted as a signal for a turnaround next year. From a follow-the-trend perspective, such views are indeed worth considering.

The key is how to interpret this "dislocation." If it's just a simple technical rebound theory, its reference value is limited. But the combination of currency devaluation and liquidity return mentioned by Schassler is indeed the core driver that has historically propelled Bitcoin's rise. The question is, will these conditions really align in 2026?

My observation is that some traders are already positioning themselves in advance for this expectation. Some are increasing their allocation to macro traders when splitting their positions for follow-up, especially those who are bullish on both precious metals and digital assets. Traders with this style have a good historical win rate, but their volatility is also high—requiring strong psychological resilience and disciplined stop-loss strategies.

The current question is how to participate. If your risk appetite is moderate, you might consider a 3:7 position split for follow-up—30% to aggressively bullish Bitcoin positions, and 70% to a stable macro portfolio. But the prerequisite is to find traders with complete trading records and strong stop-loss execution. Listening to VanEck's predictions is fine, but the real results depend on the trader’s historical performance.