U.S. Liquidity Cycle Boosts Bitcoin Until 2026

Matrixport’s recent research, released on August 15, 2025, highlights a bullish trend in Bitcoin and risk assets driven by new US liquidity cycles.

This trend is underpinned by structural funding and credit dynamics, projecting sustained market growth into 2026, particularly for Bitcoin.

U.S. Liquidity Surge Fuels Bitcoin Until 2026

Matrixport has indicated that the U.S. market is entering a new liquidity release cycle which is expected to promote a bullish trend for Bitcoin and other risky assets until 2026.

The research draws on Matrixport’s expertise in analyzing structural funding and market conditions.

Market reactions have been strongly positive, with institutional investments such as spot Bitcoin ETFs rising significantly. Matrixport’s position is bolstered by favorable macroeconomic conditions and dovish policy signals.

“The current macroeconomic conditions provide a bullish scenario for Bitcoin, driven by substantial ETF inflows and favorable policy shifts.” – Jihan Wu, Founder & Chairman, Matrixport, as documented in Matrixport Official Report.

Bitcoin Market Outlook: Price Milestones and Institutional Dynamics

Did you know? Before 2024, ETF inflows were negligible in prior bull markets. Hence, today’s structural funding evolved significantly, making the recent market context distinctly leveraged by institutional support.

Bitcoin (BTC) is currently priced at $119,174.45, with a market cap of $2.37 trillion, according to CoinMarketCap. Analysis on Bitcoin’s current breakout pattern and implications. The asset dominates at 58.61%, with a 24-hour trading volume of $96.58 billion, showcasing a slight decrease. Despite minor short-term volatility, BTC’s overall trend remains upward over the past 90 days at +15.15%.

Coincu research highlights the financial sector’s current favorable credit conditions aligning with the macroeconomic environment. Long-term liquidity trends suggest continued institutional interest, bolstering market confidence until 2026. Market confidence is also supported by strategic moves within the crypto space.