#美国核心物价涨幅不及市场预估 $DASH $ZEC $ZEN

Will Bitcoin usher in a new wave of growth as the Federal Reserve's policy shifts in 2026?

Inflation data has already softened. Core CPI has fallen to 2.6%, further releasing the Fed's policy tightening space. According to the usual pace, a combination of rate cuts and quantitative easing (QE) in the first quarter of 2026 is highly likely—once liquidity is released, funds will seek places to go, and alternative assets like Bitcoin are hard to ignore.

Institutional actions are worth watching. By the end of 2025, ETFs indeed saw some funds withdraw, but look at the moves of major players like MicroStrategy—adding 11,000 Bitcoins at the beginning of the year, spending nearly $1.1 billion. While short-term retail investors panic-sell, institutions are quietly accumulating, and this divergence often indicates that the price has reached its true value range.

On-chain data is also quite interesting. Some indicators seem a bit weak, but key models like the dynamic NVT suggest a clear signal—Bitcoin is already in a stage of historical undervaluation, similar to the accumulation phase before every bull-bear cycle switch in the past. Short-term holders have mostly cut losses and exited, creating a golden window for long-term capital.

Historical data shows that Bitcoin's average return in Q1 each year exceeds 50%, usually accompanied by a corrective rebound. Coupled with the Fed's policy shift and ongoing institutional accumulation, the Bitcoin market in early 2026 may be gathering strength.

In simple terms, macro policy is turning, large funds are preparing, and on-chain value signals are flashing green—once these three factors resonate together, Bitcoin in 2026 is very likely to stand at the beginning of a new cycle.