Epoch Ventures Predicts Bitcoin Hits $150K in 2026, Declares End of 4-Year Halving Cycle

Epoch Ventures released its second annual ecosystem report on January 21, 2026, predicting Bitcoin will reach at least $150,000 USD by year-end, driven by institutional inflows and decoupling from equities. The report emphatically declares the end of the traditional four-year halving cycle, suggesting Bitcoin is entering a phase of gradual growth rather than sharp cyclical peaks, noting that 2025's performance was historically subdued. Key catalysts for 2026 include consistent ETF inflows, nation-state adoption, and significant allocations from major asset managers and wealth managers. Furthermore, the report anticipates the Clarity Act will fail to pass but its core concepts may advance via SEC guidance, and it critically analyzes regulatory capture risks in proposed legislation like the GENIUS Act. Regarding technical risks, Epoch dismisses near-term quantum computing threats as overhyped, citing a lack of evidence for the exponential progress claimed by "Neven's Law." Finally, the report highlights massive corporate adoption in 2025, with public company Bitcoin holdings increasing 82% year-over-year, and notes a significant divergence in sentiment regarding Bitcoin mining between mainstream media and the Bitcoin community.

(Source：Bitcoin Magazine)