Bitcoin News Today: Bitcoin Bull Run Projected to Extend to 2026 as ETFs and Institutional Adoption Gain Momentum

Bitcoin's prolonged bull market has drawn renewed attention as analysts and institutional observers project its potential extension into 2026. Multiple reports highlight shifting narratives around the cryptocurrency’s four-year cycle, with some experts dismissing traditional patterns and forecasting a surge driven by institutional adoption, exchange-traded fund (ETF) momentum, and macroeconomic factors. Bitwise CIO Hunter Phillips declared the “Bitcoin four-year cycle dead,” predicting a 2026 bull run fueled by ETF approvals and growing corporate treasury allocations [1]. This forecast aligns with broader sentiment from market analysts, including Coindoo’s TechDev, which suggests the current bull cycle may not peak until late 2025 or early 2026, citing parallels to past economic inflection points [2]. Meanwhile, veteran trader Peter Brandt has shifted focus to alternative cryptocurrencies as potential outperformers during the rally, though this does not negate Bitcoin’s overarching bullish narrative [3].

The “Bitcoin treasury bubble” thesis, outlined in a July 2025 analysis, posits unprecedented institutional capital inflows—potentially reaching $11 trillion—driven by public companies using Bitcoin as a hedge against inflation. Swan Bitcoin’s report highlights a quiet, institutional-driven rally, with macroeconomic catalysts like the U.S. debt trajectory and weakening dollar cited as key factors. JPMorgan CEO Jamie Dimon warned of risks to the dollar’s reserve status, while BlackRock’s Larry Fink suggested Bitcoin could fill this void [4].

Price projections, though speculative, have gained traction. American HODL, a prominent Bitcoin advocate, argues that a multi-year rally could push Bitcoin beyond $1 million per coin, supported by algorithmic buying strategies and reflexive market behavior [4]. However, these remain forecasts, contingent on macroeconomic conditions and regulatory developments. Some short-term bearish signals, such as a July 2025 Changelly analysis highlighting bearish indicators on Bitcoin’s four-hour chart, exist, though the broader institutional and long-term sentiment remains bullish [5].

The absence of widespread retail frenzy—unlike previous cycles—has been interpreted as a positive sign, with deliberate corporate accumulation and legal frameworks shaping adoption. ETF demand, treasury allocations, and macroeconomic shifts position 2026 as a pivotal year. Analysts stress that while forecasts vary, structural forces underpinning Bitcoin’s role as a reserve asset appear robust.

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[1] [Bitcoin News Today: Bitwise CIO Declares Bitcoin Four-Year Cycle Dead](https://www.ainvest.com/news/bitcoin-news-today-bitcoin-4-year-cycle-declared-dead-2026-predicted-pivotal-year-30-day-gain-10-17-2507/)

[2] [Here is Why Bitcoin’s Bull Run Could Last Another Year](https://coindoo.com/market/here-is-why-bitcoins-bull-run-could-last-another-year/)

[3] [Peter Brandt Identifies Crypto Bull Rally Favorite](https://happycoin.club/en/piter-brandt-vybral-rok-zvezdu-sredi-kriptovalyut-i-eto-ne-bitkoin/)

[4] [The Coming Bitcoin Treasury Bubble Could Rival the Dot-Com](https://cryptonews.net/news/bitcoin/31324495/)

[5] [Bitcoin (BTC) Price Prediction 2025 2026 2027 - 2030](https://changelly.com/blog/bitcoin-price-prediction/)