Fidelity's Jurrien Timmer Predicts a Weak Bitcoin Year in 2026

Published at 2025-12-18 18:30:16

Jurrien Timmer, Director of Global Macro at Fidelity Investments, said on December 18, 2025 that he expects 2026 to be a down year for Bitcoin. The prediction from a prominent institutional strategist adds a notable voice to ongoing debate about crypto's near-term outlook and comes amid continued sensitivity to macroeconomic conditions and investor flows.

The forecast matters because large asset managers help shape sentiment among institutional and retail investors; a negative outlook could temper ETF allocations, risk-taking by leveraged traders, and miner capex plans. Timmer's view is a forecast, not a certainty, but it highlights persistent risks for crypto markets and underscores the need for investors to weigh time horizon and risk tolerance when positioning for 2026.

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Leopold Aschenbrenner’s Situational Awareness LP disclosed $5.52 billion in equity exposure concentrated in power infrastructure, data centers and Bitcoin mining companies, an SEC filing shows. The rapid build-up in under a year signals rising institutional conviction in mining and related infrastructure.

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Published at 2026-03-04 07:30:13

Core Scientific to Sell Most of 2,500 BTC to Fund AI Data Centers

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AI Agents Prefer Bitcoin in Nearly Half of Responses, Stablecoins Lead for Payments

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