VanEck Predicts Risk-On Q1 2026 With Improved Fiscal Clarity

Global investment firm VanEck projects a risk-on environment for investors in the first quarter of 2026, driven by increased visibility regarding fiscal policy and monetary direction, something investors have lacked for years. While this outlook generally favors riskier assets like tech stocks and crypto, VanEck noted that Bitcoin's typical four-year cycle "broke in 2025," suggesting caution over the next 3–6 months. The firm cites the gradual improvement in the US fiscal picture, with deficits shrinking as a percentage of GDP, as a key factor anchoring long-term interest rates. Other analysts concur that favorable fiscal stimulus, accommodative monetary conditions, and approaching US midterm elections create a classic risk-on macroeconomic window for crypto in H1 2026. Separately, analyst Michaël van de Poppe is confident Bitcoin will reclaim six figures before the end of January, predicting a move above $92,000 will quickly lead to $100,000.

(Source：Cointelegraph)