Is Bitcoin set to rebound in 2026? The key is the expansion of US dollar liquidity

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【BlockBeats】The performance of Bitcoin in 2025 is not actually that bad. Yes, the gains haven’t outperformed gold, but this is entirely driven by liquidity—Bitcoin moves downward along with US dollar liquidity, which is the real situation.

In contrast, gold and the Nasdaq can rise against the trend, supported by stronger non-liquidity factors: the wave of de-dollarization by sovereign states and the nationalization of the AI industry. These two forces give them independent upward momentum.

But here’s the key point. Once US dollar liquidity expands significantly as expected in 2026, Bitcoin will rebound very strongly when the time comes. What will that look like? The Fed will once again start printing money, commercial banks will pour large amounts of funds into strategic industries, and mortgage rates will fall due to easing—this entire set of measures will push liquidity to new highs.

The current outlook is very clear: Trump will aggressively promote credit expansion to heat up the economy. An overheated economic environment will benefit the Republican Party in the November elections this year. The expansion of US dollar credit follows this logic—balance sheet expansion, strategic bank liquidity injections, and lower borrowing costs, all interconnected. From this perspective, Bitcoin’s current correction is just building momentum; the real market move is still ahead.

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UnluckyMinervip
· 01-17 07:53
Liquidity narrative is back again, always saying there will be a rebound next year haha, see you in 2026 everyone
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ContractSurrendervip
· 01-16 19:59
Liquidity is not wrong, but this logic has been used for so many years... Every time they say printing money leads to a strong rebound, but what’s the result? Stop waiting for the 26-year-old Bitcoin rally, you need to get on board now. Really, can dollar expansion just lift Bitcoin off the ground? Then why has there been no movement this year... Wait, so gold can resist falling because of de-dollarization, but what about Bitcoin? Shouldn't it be even more likely to outperform? This logic is a bit far-fetched... Liquidity has been talked about for so many years, it feels like just background noise.
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CryptoMotivatorvip
· 01-16 19:45
Wait a moment, is this liquidity logic always explained like this? Heard similar things last year... --- I just want to know, if the Federal Reserve really keeps printing money, won't inflation rise again? --- The rebound is "very strong"... just listen to it, we said the same last year --- Gold can go against the trend because of safe-haven demand, but how can that compare to cryptocurrencies... --- If we follow this logic, then we have to wait until 2026, let's see what the Federal Reserve does this month first --- So the conclusion still depends on the Federal Reserve? That’s basically betting on policy --- Liquidity expansion = printing money, which is good for holders, but I’m just worried about another "surprise" coming --- It turns out that the crypto market is just being led by the dollar, and that’s the most painful reality
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orphaned_blockvip
· 01-16 10:35
Liquidity sounds nice, but basically it's just printing money. Let's wait and see what happens in 2026.
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GateUser-a606bf0cvip
· 01-15 04:24
Liquidity stories have been told for so long, but it still depends on when the Fed's printing press starts turning. --- Will the US dollar's liquidity injection in 2026 really cause Bitcoin to surge? Sounds like another "wolf is coming" story. --- Gold outperforms Bitcoin simply because of liquidity; this explanation is a bit too convenient, isn't it? --- Wait, can the de-dollarization wave offset the dollar's issuance? That logic is a bit tangled. --- The core is betting on Trump printing money—if he does, Bitcoin will fly; if not, it keeps falling? That's too one-dimensional. --- Heard last year that there would be a rebound in 2026, but now 2025 is almost gone... still just drawing pie in the sky. --- Commercial banks invest strategic industrial funds, but in the end, the benefits go to retail investors? Don't make me laugh. --- Liquidity expansion ≠ rising coin prices; how many retail investors get caught in the middle? --- When mortgage rates dropped, institutions should have already bottomed out Bitcoin, so why hasn't it risen yet?
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MerkleMaidvip
· 01-15 04:18
The liquidity story is well told, but don't forget the geopolitical risks. Will 2026 really be able to print money on schedule?
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just_another_fishvip
· 01-15 04:17
The liquidity story sounds quite convincing, but when it comes to the money-printing moment in 2026, whether it will play out as expected still depends on... Anyway, Bitcoin is now just waiting for that to happen. --- Will loose US dollar policy be able to save Bitcoin? Wake up, even gold can find its way on its own. --- So now holding coins is just waiting for interest rate reversal? That seems a bit too optimistic, huh. --- Demonetization + AI nationalization—putting these two logics together, it feels like Bitcoin is passively taking a hit. --- Once the money-printing mode starts, liquidity will indeed push in the opposite direction, but whether this thing is reliable is really uncertain. --- Instead of waiting for the rebound in 2026, why not see what’s currently undervalued? --- If Trump’s approach really can make the economy hot, whether Bitcoin can capitalize on this wave of benefits is still a question.
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PerpetualLongervip
· 01-15 04:12
Liquidity-driven? Laughs. I was driven in by liquidity myself. Now I'm fully invested, waiting for the money-printing feast of 2026. No other options available. Believing in Bitcoin will inevitably lead to a rebound. Otherwise, how can I recover from a year's worth of losses? If this wave of dollar easing really comes, it will be my last chance to bottom fish. I must increase my position and hold steady.
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GhostChainLoyalistvip
· 01-15 04:06
Wait a minute, I don't quite understand this logic... Bitcoin and USD liquidity are decreasing, but gold is rising against the trend? Then when liquidity expands in 2026, won't gold also have to rise? At that time, which will be more explosive, Bitcoin or gold?
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OldLeekMastervip
· 01-15 04:04
Liquidity is the real key. Gold's countercyclical move relies on de-dollarization, while Bitcoin is just waiting for the dollar printing press to restart.
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