Content and data provided by various third parties and Fidelity − Terms of Use | Help/Glossary
Research > ETFs > ETF / ETP Commentary > 

Why Bitcoin Could Surprise in 2026

BY | ETF Database
5:07 am ET 12/17/25 | 38 VIEWS
When the final curtain falls on 2025, it’ll be safe to say Bitcoin was a polarizing asset this year. On one hand, the largest cryptocurrency notched an impressive multi-month rally that took it to a series of all-time highs.On the other hand, it’s mired in a multi-month slump and appears poised to close below $100,000 on the year. That is to say plenty of crypto investors will enter 2026 disappointed and with sour tastes in their mouths. Investors are justified to feel that way, but they shouldn’t allow emotions to blind them from opportunities with ETFs such as the Coinshares Valkyrie Bitcoin Fund (BRRR ). While not guaranteed, it’s also not speculative to say BRRR and Bitcoin could be in for better things in 2026. In fact, the digital currency and some of its peers head into next year with plenty of potential tailwinds.What to Watch with BRRR in 2026Not surprisingly, increased adoption and broadening use cases are among the factors that could drive Bitcoin and ETFs like BRRR higher next year. “Bitcoin’s integration into traditional finance is advancing through spot ETFs, a deepening options market, and early signals of broader corporate and sovereign participation,” according to CoinShares research. “Stablecoins are becoming the rails: transaction volumes now rival legacy payment networks, regulation is shifting from ambiguity to enablement, and large companies are moving from experiments toward real deployment.” Another potential boon for Bitcoin and other digital currencies in 2026 is an evolving regulatory environment – one in which other countries beyond the U.S. take close looks at loosening pesky protocols that hindered crypto innovation and adoption. “Regulation is diverging globally rather than converging. Europe is leaning into clarity, the US is powering innovation through capital-market depth despite fragmented oversight, and Asia is building a prudential alignment of its own,” adds CoinShares. “The ‘geography of trust’ is being redrawn by both rulebooks and liquidity.” One thing is certain: ETFs like BRRR have bolstered Bitcoin liquidity while inviting an array of new participants, including professionals, into the crypto market. Expect that trend to extend in 2026. “Put simply, 2026 looks like a year where the industry’s centre of gravity moves from narrative to utility, cash flow, and integration. Every cycle still produces micro-bubbles; that won’t change. But the direction of travel is clearer than ever: digital assets are becoming part of mainstream finance, not a challenger to it,” concludes CoinShares. For more news, information, and strategy, visit the CoinShares Crypto ETF Hub.

More Commentary

What Do Investors Do With the November Jobs Report?
BY | ETF Database
6:20 am ET 12/17/25 | 9 VIEWS
Top Performing Leveraged/Inverse ETFs: 12/14/2025
BY | ETF Database
12/16/2025 | 200 VIEWS
Look to This Hot Europe ETF as the Continent Rearms
BY | ETF Database
12/16/2025 | 118 VIEWS
View more Commentary

Search Commentary

Enter Keyword(s)
Filter Results

Performance data shown is past performance and is no guarantee of future results. Current performance may be higher or lower than the performance data quoted. Yield and return will vary, therefore you have a gain or loss when you sell your shares. For standard quarterly performance, go to the fund's Snapshot page by clicking on the ETF/ETP's symbol.

ETFs may trade at a premium or discount to their NAV and are subject to the market fluctuations of their underlying investments.

For iShares ETFs, Fidelity receives compensation from the ETF sponsor and/or its affiliates in connection with an exclusive long-term marketing program that includes promotion of iShares ETFs and inclusion of iShares funds in certain FBS platforms and investment programs. Please note, this security will not be marginable for 30 days from the settlement date, at which time it will automatically become eligible for margin collateral. Additional information about the sources, amounts, and terms of compensation can be found in the ETF's prospectus and related documents. Fidelity may add or waive commissions on ETFs without prior notice. BlackRock and iShares are registered trademarks of BlackRock, Inc. and its affiliates.

FBS receives compensation from the fund's advisor or its affiliates in connection with a marketing program that includes the promotion of this security and other ETFs to customers ("Marketing Program"). The Marketing Program creates incentives for FBS to encourage the purchase of certain ETFs. Additional information about the sources, amounts, and terms of compensation is in the ETF's prospectus and related documents. Please note that this security will not be marginable for 30 days from the settlement date, at which time it will automatically become eligible for margin collateral.

News, commentary (including "Related Symbols") and events are from third-party sources unaffiliated with Fidelity. Fidelity does not endorse or adopt their content. Fidelity makes no guarantees that information supplied is accurate, complete, or timely, and does not provide any warranties regarding results obtained from their use.

Any data, charts and other information provided on this page are intended to help self-directed investors evaluate exchange traded products (ETPs), including, but limited to exchange traded funds (ETFs) and exchange traded notes (ETNs). Criteria and inputs entered, including the choice to make ETP comparisons, are at the sole discretion of the user and are solely for the convenience of the user. Analyst opinions, ratings and reports are provided by third-parties unaffiliated with Fidelity. All information supplied or obtained from this page is for informational purposes only and should not be considered investment advice or guidance, an offer of or a solicitation of an offer to buy or sell a particular security, or a recommendation or endorsement by Fidelity of any security or investment strategy. Fidelity does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating ETPs. Fidelity makes no guarantees that information supplied is accurate, complete, or timely, and does not provide any warranties regarding results obtained from their use. Determine which securities are right for you based on your investment objectives, risk tolerance, financial situation and other individual factors and re-evaluate them on a periodic basis.

Before investing in any exchange traded product, you should consider its investment objective, risks, charges and expenses. Contact Fidelity for a prospectus, offering circular or, if available, a summary prospectus containing this information. Read it carefully.