VanEck Manager Predicts Sharp Bitcoin Rebound as Gold Hits $5,000 in 2026
David Schassler, head of multi-asset solutions at VanEck, forecasts a sharp rebound for Bitcoin in 2026 alongside gold rising to $5,000 per ounce. He attributes this expected rise to monetary debasement and returning liquidity, which he believes will boost demand for both gold and Bitcoin as scarce stores of value.
In 2025, gold has already increased over 70%, trading around $4,492 per ounce, while Bitcoin has underperformed both gold and the Nasdaq 100, lagging the Nasdaq by about 50% year-to-date. The current Bitcoin price cited is approximately $87,670.25.
VanEck's investment thesis links factors such as monetary debasement, technological change, and demand for hard assets to underpin Bitcoin's potential upside. Additionally, VanEck sees a quiet bull market emerging in natural resources, supported by advancements in AI infrastructure, energy transitions, robotics, and re-industrialization.
Reflecting this outlook, VanEck has been actively buying Bitcoin as part of their strategy.
