Un Podcast Sobre Bitcoin El escenario alcista para bitcoin en 2026
Jan 2, 2026
Alberto Mera delves into Bitcoin's performance, predicting a tough 2025. He contrasts liquidity issues with other explanations for Bitcoin's struggles, introducing the intriguing PMI correlation hypothesis. This metric's overlooked significance might hold the key to past market puzzles. Notably, comparisons to the 1990s highlight how fiscal policies influenced growth. With a potential Greenspan-style Fed and improving PMI, he presents an optimistic outlook for a Bitcoin surge by 2026, stirring excitement for the future.
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Liquidity As Central Driver
- Alberto Mera highlights low liquidity as a key explanation for Bitcoin's poor 2025 performance.
- He links price moves historically to liquidity and suggests fiscal or Fed shifts would be needed to restore previous momentum.
Bitcoin Tracks US Manufacturing PMI
- A study from 'Smithstone' shows a strong correlation between Bitcoin returns and the US manufacturing PMI.
- Alberto notes this link could explain Bitcoin's cycles more than pure liquidity measures.
Nineties As A Template For Rallies
- Alberto finds the late 1990s a historical parallel: strong PMI, rising markets, and limited liquidity produced big rallies.
- He uses this period as a template for how coordinated policy could lift Bitcoin again.