2025 was a paradoxical year for Bitcoin. K33 Research highlighted that while the cryptocurrency’s fundamentals strengthened significantly, BTC underperformed most2025 was a paradoxical year for Bitcoin. K33 Research highlighted that while the cryptocurrency’s fundamentals strengthened significantly, BTC underperformed most

2026 Could Unlock Bitcoin’s True Potential After Price Lag in 2025: K33 Research

  • Bitcoin fundamentals strengthened in 2025 despite price underperformance.
  • Institutional adoption and regulatory clarity progressed, reshaping market structure.
  • 2026 may bring a BTC resurgence as long-term holder pressure eases and demand increases.

2025 was a paradoxical year for Bitcoin. K33 Research highlighted that while the cryptocurrency’s fundamentals strengthened significantly, BTC underperformed most major asset classes, including equities and gold. Several factors contributed to this divergence.

Source: K33 Research

Long-term holders sold portions of their holdings, realizing profits after years of accumulation. Speculative bubbles and leverage events created temporary imbalances and persistent low volatility, coupled with subdued market enthusiasm, limited rally conditions.

These dynamics created a disconnect between price and fundamentals, which K33 notes is uncommon in Bitcoin’s history.

Despite significant institutional integration and regulatory progress, the market did not immediately reflect these gains in BTC’s price, suggesting a latent opportunity rather than inherent weakness.

Also Read: Decreased Bitcoin Hashrate Indicates Imminent Price Rise

U.S. Establishes Strategic Bitcoin Reserve

Institutional adoption and regulations continued on a positive trajectory throughout 2025. The United States introduced a Strategic Bitcoin Reserve, making it clear that Bitcoin is viewed as a highly valued asset on an institutional basis.

Regulations were on an upward trajectory, particularly in major areas of legislation on stablecoins passed in the United States and crypto regulations introduced in the European Union.

Source: K33 Research

Conventional banks and financial institutions began including Bitcoin in their portfolios and lending strategies.

State pension funds and large endowments started investing in BTC, which indicated a collective shift in mindset. These trends indicate that the viewing of cryptocurrencies as a conventional financial system component is on the increase.

2026 Outlook: Price-Fundamentals Disconnect

It is safe to say that HOLDER behavior contributed to the market in 2025. Approximately 20% of all BTC that had been stored for more than two years was reactivated through long-term holders selling some of their holdings.

This led to a minor dip in price but caused less concentrated ownership of BTC on the market, thus lessening the possibility of a major sale in the future.

Moving forward, for 2026, K33 Research expects the year to be more favorable for Bitcoin. There appears to be an opportunity to buy due to the disconnect between market pricing and fundamentals.

Source: K33 Research

With monetary policies remaining accommodative, more clarity emerging for regulations, and increased availability of access via ETFs or retirement accounts, there may be demand sources forthcoming.

Source: K33 Research

With reduced outflows from long-term holders, BTC may outperform stocks and gold, contrary to 2025 trends.

Also Read: Bitcoin Price Stalls Near 4-Hour Moving Averages During Supply Rotation Phase

Market Opportunity
Bitcoin Logo
Bitcoin Price(BTC)
$87,620.84
$87,620.84$87,620.84
+0.65%
USD
Bitcoin (BTC) Live Price Chart
Disclaimer: The articles reposted on this site are sourced from public platforms and are provided for informational purposes only. They do not necessarily reflect the views of MEXC. All rights remain with the original authors. If you believe any content infringes on third-party rights, please contact service@support.mexc.com for removal. MEXC makes no guarantees regarding the accuracy, completeness, or timeliness of the content and is not responsible for any actions taken based on the information provided. The content does not constitute financial, legal, or other professional advice, nor should it be considered a recommendation or endorsement by MEXC.

You May Also Like

OpenVPP accused of falsely advertising cooperation with the US government; SEC commissioner clarifies no involvement

OpenVPP accused of falsely advertising cooperation with the US government; SEC commissioner clarifies no involvement

PANews reported on September 17th that on-chain sleuth ZachXBT tweeted that OpenVPP ( $OVPP ) announced this week that it was collaborating with the US government to advance energy tokenization. SEC Commissioner Hester Peirce subsequently responded, stating that the company does not collaborate with or endorse any private crypto projects. The OpenVPP team subsequently hid the response. Several crypto influencers have participated in promoting the project, and the accounts involved have been questioned as typical influencer accounts.
Share
PANews2025/09/17 23:58
Unleashing A New Era Of Seller Empowerment

Unleashing A New Era Of Seller Empowerment

The post Unleashing A New Era Of Seller Empowerment appeared on BitcoinEthereumNews.com. Amazon AI Agent: Unleashing A New Era Of Seller Empowerment Skip to content Home AI News Amazon AI Agent: Unleashing a New Era of Seller Empowerment Source: https://bitcoinworld.co.in/amazon-ai-seller-tools/
Share
BitcoinEthereumNews2025/09/18 00:10
Adoption Leads Traders to Snorter Token

Adoption Leads Traders to Snorter Token

The post Adoption Leads Traders to Snorter Token appeared on BitcoinEthereumNews.com. Largest Bank in Spain Launches Crypto Service: Adoption Leads Traders to Snorter Token Sign Up for Our Newsletter! For updates and exclusive offers enter your email. Leah is a British journalist with a BA in Journalism, Media, and Communications and nearly a decade of content writing experience. Over the last four years, her focus has primarily been on Web3 technologies, driven by her genuine enthusiasm for decentralization and the latest technological advancements. She has contributed to leading crypto and NFT publications – Cointelegraph, Coinbound, Crypto News, NFT Plazas, Bitcolumnist, Techreport, and NFT Lately – which has elevated her to a senior role in crypto journalism. Whether crafting breaking news or in-depth reviews, she strives to engage her readers with the latest insights and information. Her articles often span the hottest cryptos, exchanges, and evolving regulations. As part of her ploy to attract crypto newbies into Web3, she explains even the most complex topics in an easily understandable and engaging way. Further underscoring her dynamic journalism background, she has written for various sectors, including software testing (TEST Magazine), travel (Travel Off Path), and music (Mixmag). When she’s not deep into a crypto rabbit hole, she’s probably island-hopping (with the Galapagos and Hainan being her go-to’s). Or perhaps sketching chalk pencil drawings while listening to the Pixies, her all-time favorite band. This website uses cookies. By continuing to use this website you are giving consent to cookies being used. Visit our Privacy Center or Cookie Policy. I Agree Source: https://bitcoinist.com/banco-santander-and-snorter-token-crypto-services/
Share
BitcoinEthereumNews2025/09/17 23:45