Is Bitcoin breaking through in 2026? Institutional power is reshaping the market landscape

Market News Outflow: Giants Optimistic About Bitcoin’s Future

Industry sources have announced an important message—Swan Bitcoin CEO recently stated that Bitcoin’s recent decline phase may have come to an end, and a healthier market structure is paving the way for the 2026 bull cycle. This statement has attracted widespread market attention and added new imagination to Bitcoin’s current movement around 90K.

Price Consolidation Stage: When Will Bitcoin Break Through?

Observing recent trends, Bitcoin rebounded from its low to about $126,000, then experienced a correction. Currently, the price fluctuates between $80,000 and $91,000. Swan Bitcoin CEO Cory Klippsten pointed out in an interview:

“In the past few weeks, Bitcoin has oscillated between approximately $85,000 and $91,000. This is not a sign of market weakness but a healthy consolidation process.”

In contrast, mainstream cryptocurrencies like Ethereum and Solana have fallen over 20% in the past 90 days, dampening market confidence. However, industry insiders believe Bitcoin’s resilience, contrasted with other tokens’ performance, reflects ongoing institutional optimism toward Bitcoin.

Four-Year Cycle Theory Fails? New Market Logic Emerges

Traditional views hold that Bitcoin follows a four-year cycle—peaking in 2013, 2017, and 2021, followed by long-term bear markets. But Cory Klippsten suggests this pattern may be changing:

“This year’s market is different from previous cycles. We haven’t seen the kind of frenzy driven by halving events in 2025, which means market sentiment has become more rational.”

He further analyzes that the absence of extreme price surges reduces the likelihood of sharp crashes like before. This more balanced market structure provides a more solid foundation for Bitcoin.

Institutional and Government Funds Flood In: New Price Support Drivers

A notable change in this cycle is the significant increase in participation from institutions and governments. Cory Klippsten emphasized:

“Bitcoin’s characteristic is one-way movement. Once institutional and government funds enter, they usually don’t fully exit—only adjust their positions.”

This mechanism change creates different conditions for Bitcoin’s future rise. Data shows that Bitcoin’s share in government reserves and corporate portfolios is steadily increasing, providing ongoing support from the top levels.

2026 Target Price: Over 50% Chance of New High

Based on the above analysis, industry observers estimate that the probability of Bitcoin surpassing a new high in 2026 exceeds 50%, with a target price potentially breaking through $125,000. This expectation is based on factors such as record-high institutional participation, a more robust market structure, and reduced risks of past overhype leading to backlash.

Market Outlook: Arrival of a Mature Market

Although the short-term cryptocurrency market faces pressure, industry optimism about Bitcoin’s prospects remains strong. As prices gradually consolidate and institutional interest continues to grow, Bitcoin is evolving toward a more mature and stable stage. It is no longer a short-term speculative game but is gradually becoming an important option for global asset allocation.

According to the latest market data, Bitcoin is currently priced at $90.61K, providing a relatively reasonable position for the upcoming bull cycle.