Grayscale forecasts a 2026 Bitcoin bull market driven by rising store-of-value demand and clearer global regulations, arguing that tightening policy frameworks could unleash new institutional and retail inflows.
Polymarket assigns a 71% probability that Bitcoin will fall to $80,000 by November, signaling growing bearish bets on prediction markets and increased short-term downside risk for BTC.
Bitcoin could surge to $150K-$200K by year-end, says Fundstrat co‑founder Tom Lee, citing institutional inflows, supply constraints and macro tailwinds that could fuel another major rally.
BTC faces one more probable scenario: sideways consolidation with modest retracement testing key support levels, as traders weigh macro risks and waning momentum against a potential breakout.
Analysts forecast cautious optimism for Bitcoin in H2 2025 as macroeconomic stability, regulatory clarity and sustained ETF inflows could lift demand, while volatility and geopolitical risks may temper gains.