 
 
New projections suggest that the mid-to-late 2026 period could be one of Bitcoin’s strongest bullish periods, driven by a convergence of macroeconomic shifts and policy developments.
According to market analyst Brett_ETH, two events could ignite a liquidity wave across asset classes, including Bitcoin. The first is a major rotation out of money market funds expected after the Federal Reserve’s final rate cut projected for July 29, 2026.
Historical patterns suggest that once rate-cut cycles end, capital typically flows from money markets into risk assets such as equities and cryptocurrencies.
Analysts predict that this injection could trigger an early recovery phase, leading to a shorter, shallower bear market and possibly a new all-time high for Bitcoin before the 2026 halving.
Earlier commentary from Brett_ETH in October reinforced this view, noting that investors are “comfy sitting in their 4% money market” until rates approach zero. Once that shift begins, he predicts a rapid rotation into Bitcoin, equities, and alternative assets.
 
At the time of writing, Bitcoin trades at around $84,530, with a market capitalisation exceeding $2 trillion and a dominance of nearly 59.5%, according to CoinMarketCap data.
Despite a weak 60-day trend, BTC has posted weekly gains, suggesting early accumulation from long-term holders. The Fear & Greed Index at 26 reflects extreme caution among retail traders.
In other news, Spot Bitcoin ETFs collectively hold over 1 million BTC, but the past month saw $2.7 billion in net outflows. Analysts warn that sustained withdrawals could pressure prices toward the $100K–$104K range, although disciplined miner activity and regulatory clarity from Europe’s MiCA framework may provide longer-term support.