Fidelity Macro Chief Predicts Down Year for Bitcoin and Gold in 2026

Published at 2025-12-26 21:15:09

Fidelity’s Jurrien Timmer signaled a more cautious stance for 2026, forecasting that Bitcoin and gold may see a “down year” or period of underperformance. His comment, delivered as part of Fidelity’s macro outlook, frames both assets as potentially vulnerable next year rather than reliable outperformers.

The warning matters because Timmer’s views influence institutional and retail sentiment; a prominent macro strategist flagging downside risk could prompt portfolio reallocations and slow new inflows into crypto and precious-metal funds. Market participants will be watching macro drivers and liquidity conditions closely — Timmer’s stance highlights a broader cautious tone among allocators as they weigh hedging roles and return expectations for 2026.

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Florida lawmakers introduced a bill on Jan 9 proposing a state-run Bitcoin reserve to diversify the treasury and hedge against inflation. If passed, the measure would make Florida one of the first U.S. states to hold BTC on its balance sheet.

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Iran’s Internet Blackout Poses Major Risk to Bitcoin Mining

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Polygon nears $100–125M acquisition of Bitcoin ATM firm Coinme, sources say

Polygon is closing in on a deal to acquire bitcoin ATM provider Coinme for roughly $100–125 million, people familiar with the matter said. The purchase would expand Polygon's on‑ramp and payments reach into Bitcoin infrastructure.

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Published at 2026-01-08 19:17:44

MSCI’s MicroStrategy Shift Shakes Bitcoin Markets

MSCI’s recent index move affecting MicroStrategy triggered outsized flows into equities and crypto, sparking short‑term Bitcoin weakness and higher volatility. The episode highlights how index actions can transmit to BTC through corporate proxies.