SWC CEO Andrew Webley Sees 2026 Bitcoin Upside After 2025 Dip Up

Bitcoin ended 2025 in a range between $84,000 and $92,000, with analysts pointing to a potential recovery in 2026. Institutional demand for Bitcoin has weakened somewhat, with ETF outflows recorded for the third consecutive week. However, expectations remain that the asset could rebound in the coming year as liquidity conditions improve.

SWC CEO Andrew Webley remains bullish on Bitcoin despite the 2025 dip, citing historical recovery patterns. Webley emphasized that previous downturns in 2014, 2018, and 2022 were followed by strong rebounds. These cycles, he noted, continue to shape his outlook for 2026 as research shows.

Institutional adoption and regulatory clarity are expected to support Bitcoin's 2026 trajectory. The CLARITY Act, a proposed U.S. regulation, could unlock institutional demand by enabling clearer definitions for digital assets according to analysts. This regulatory clarity, coupled with continued corporate treasury buying, is seen as a positive for the asset class.

Why Did This Happen?

Bitcoin's 2025 dip was attributed to a combination of factors, including macroeconomic uncertainty and a correction after reaching a record high in October. The market remained volatile amid mass liquidations and thin liquidity in some markets as reported. Despite the dip, on-chain data suggests that the asset remains in a healthy consolidation phase, with key support and resistance levels forming.

Historical patterns also played a role in shaping market expectations. The previous four-year cycles of Bitcoin have historically seen a post-dip recovery, and the 2025 dip fits within that pattern. Webley pointed to these cycles as evidence that a recovery could be on the horizon for 2026.

How Did Markets React?

Markets reacted cautiously to Bitcoin's 2025 dip. ETF inflows weakened, and institutional investors remained selective. However, the broader financial system injected liquidity, including a record $74.6 billion in loans by the New York Fed on the last trading day of 2025 according to financial data. This liquidity injection provided some near-term support for risk assets like Bitcoin.

Bitcoin's technical setup also indicated a consolidation phase. Price remained within a range between $85,500 and $90,000, with key levels at $84,000 and $92,000. A breakout above $92,000 could signal renewed bullish momentum.

What Are Analysts Watching Next?

Analysts are closely watching key technical levels for Bitcoin. The asset remains in a consolidation phase, and a breakout is expected to determine its direction. The 200-week moving average is projected to rise to approximately $72,000 by Q1 2026, suggesting a potential floor for the year.

In addition to technical levels, analysts are also monitoring regulatory developments. The CLARITY Act is expected to pass in 2026, which could provide further clarity for institutional investors and enable broader adoption according to market analysis. This regulatory clarity is seen as a catalyst for increased capital inflows into the asset class.

ZOOZ Strategy Ltd. has also adopted a Bitcoin-focused treasury strategy for 2026. The company plans to enhance transparency by launching a Treasury Dashboard and explore yield-generating opportunities within the Bitcoin ecosystem. This strategic shift positions the company to benefit from Bitcoin's potential as a store of value as outlined in their roadmap.

Bitcoin's 2026 outlook remains mixed. While some analysts are optimistic about institutional adoption and regulatory clarity, others remain cautious. The asset's volatility and macroeconomic conditions could still pose risks. However, historical patterns and technical indicators suggest that an upward trajectory is possible according to analysts.

Overall, the market is in a transition phase. The key will be whether Bitcoin can break out of its current range and sustain a move higher. Until then, the focus remains on liquidity conditions, institutional demand, and regulatory developments.