David Schassler, head of multi-asset solutions at VanEck, stated this December 23 that scarce reserve assets will experience historic growth in the near future. The executive projects that gold will reach 5,000 dollars, simultaneously driving a massive rebound in Bitcoin’s current market price. The current weakness of the crypto market is interpreted as a necessary consolidation phase before a new bullish cycle.
Bitcoin has lagged behind the Nasdaq 100 index by a margin close to 50% during the current fiscal year. However, Schassler explains that this technical dislocation is setting the stage for superior performance during the year 2026. The firm is already acquiring strategic positions now to take advantage of the imminent return of liquidity to global financial markets. In this way, the asset manager reaffirms his confidence in the recovery potential of the digital currency.
The VanEck manager estimates that constant monetary debasement is the primary driver behind the current market demand. Gold is expected to maintain its bullish momentum until reaching the psychological mark of 5,000 dollars per ounce. Programmatic scarcity of the leading digital assets will serve as an effective hedge against structural inflation affecting developed economies. Therefore, rotation toward hard assets will become the dominant trend for institutional investors in the coming months.
The strategic role of natural resources in technological infrastructure
Likewise, the demand for artificial intelligence infrastructure is fueling a bull cycle in basic natural resources. These tangible assets provide the physical foundation necessary to sustain the new digital economy and industrial robotics today.
Investment in physical infrastructure is fundamental to sustain the accelerated technological growth observed in the world’s major powers. Schassler highlights that old-world resources are essential for building the future of global innovation in this new era.
Furthermore, funding national debts and political ambitions will accelerate constant monetary issuance by central banks. In this scenario, the use of decentralized technology becomes imperative to safeguard the real value of private capital.
Institutional investors are rotating their portfolios toward instruments that offer a guaranteed scarcity through mathematical algorithms or real geological deposits. Consequently, the combination of gold and Bitcoin is positioned as the ultimate hedging strategy for the upcoming fiscal year.
Will Bitcoin manage to overcome its historical cycle driven by monetary devaluation?
On the other hand, the return of liquidity to the financial system will directly benefit assets showing a positive historical correlation with the money supply. Bitcoin is projected to regain its bullish momentum once global risk appetite stabilizes in the following quarters. Monitoring fiscal and monetary policies will be the primary task for analysts to identify the market’s definitive turning point. Many traders expect this pullback to be the prelude to a much more aggressive valuation in the future.
Finally, the outlook for 2026 suggests a deep transition toward assets with intrinsic value and verifiable scarcity over time. Although uncertainty prevails today, long-term fundamentals indicate a very optimistic horizon for digital savers and investors. Confirmation of these financial projections will mark the beginning of a new era for the most important global capital markets. Thus, the sector’s gaze remains focused on the evolution of global macroeconomic indicators during the next sessions.
