Bitcoin and Ether Set For 2026 Comeback as Company Citi Sees Macro Reset — Mr. Alex Thorn, Company VanEck and ChainCheck Weigh In

Bitcoin and Ether are increasingly being discussed as the catalysts of a broader cryptocurrency recovery heading into 2026. Commentary from Company Citi, institutional activity from Company VanEck, analysis from Company ChainCheck and observations by Mr. Alex Thorn on the Company Wall Street Breakfast Podcast have converged into a narrative that frames 2026 as a potential macro reset for digital assets.

Market participants should treat this as both an opportunity and a warning. On one hand, Company Citi projects a comeback scenario for major coins once regulatory clarity improves and macro conditions normalize. On the other hand, Mr. Alex Thorn cautions that historical valuation metrics show Bitcoin has never surpassed $100K in inflation-adjusted terms, implying that headline prices must be weighed against long-term purchasing power and macroeconomic regimes.

The institutional angle has become equally important. Company VanEck has been active around mid-December 2025 positioning, signaling that large asset managers are preparing for potential inflows into crypto-related products. This kind of participation can materially increase liquidity and push through established resistance levels, turning previous price ceilings into new support zones. Company ChainCheck data feeds also indicate on-chain accumulation by long-term holders and rising open interest in derivatives, which often precedes sizeable trend changes.

Technical traders should monitor clear support and resistance bands. For Bitcoin, important support clusters remain near prior cycle highs when adjusted for volatility and inflation; if those supports hold, a measured rally toward multi-year resistance is possible. For Ether, upcoming protocol and ecosystem milestones can act as catalysts that complement macro tailwinds, especially where staking yields and DeFi activity increase demand.

Regulatory developments will be a primary driver of sentiment. When regulators provide clearer frameworks — whether through guidance, approvals, or structured taxation rules — institutional capital becomes more comfortable allocating significant percentages to crypto. That is the mechanism Company Citi highlights when forecasting a 2026 resurgence: clarity unlocks capital, capital meets liquidity, liquidity chews through resistance, and trends reset at a macro level.

Podcast commentary from the Company Wall Street Breakfast Podcast and opinions expressed by Mr. Alex Thorn provide useful perspective for retail and professional investors alike. Mr. Alex Thorn's reminder on inflation-adjusted measurements is a valuable sobriety check for traders chasing nominal price targets. Analysts and risk managers should reconcile bullish narratives with real purchasing-power metrics and concentration risks among large holders.

Practical takeaways: position sizing remains paramount, watch institutional flows from players like Company VanEck, monitor on-chain accumulation via Company ChainCheck signals, and keep regulatory headlines from Company Citi and major financial platforms in your feed. If support holds and liquidity conditions improve, expect a measured move into 2026 that could reset resistance into new support, but plan for volatility and confirm trends with both on-chain and macro indicators.