#GateAI创作 According to a report by Jinse Finance, David Schassler, head of multi-asset solutions at VanEck, believes that Bitcoin’s apparent underperformance in 2025 is setting the stage for a strong rebound in 2026. Despite lagging behind gold and the Nasdaq 100 index this year, Schassler points out that Bitcoin has fallen roughly 50% behind the Nasdaq 100, a gap that historically precedes rapid catch-up gains once liquidity returns and currencies continue to devalue.

Schassler expects that Bitcoin could emerge as one of the best-performing assets in 2026, driven by macroeconomic trends that favor scarce digital and hard assets. He is also optimistic about gold, projecting that its price could rise to $5,000 next year. According to him, increased reliance on monetary issuance for government financing and political spending is likely to push investors toward scarce assets such as gold and Bitcoin, reinforcing their status as safe-haven stores of value.
This perspective suggests that both Bitcoin and gold may benefit from a combination of liquidity inflows, currency devaluation, and rising institutional demand, potentially making 2026 a transformative year for digital and traditional hard assets alike.