đ§ Fidelity: Bitcoin Is Maturing - 2026 Becomes a Liquidity Test
One of the clearest signals of Bitcoinâs evolution came this week from Fidelity Digital Assets, which framed BTC$BTC not as a speculative instrument, but as a macro asset increasingly shaped by liquidity cycles.
Fidelityâs 2026 outlook strips away the noise around ordinals, inscriptions, and internal governance debates. On-chain data shows block space demand stayed muted through 2025, and higher fees - if demand rises - are viewed as a feature, not a flaw, strengthening miner economics rather than breaking usability.
The real focus, however, is macro.
Fidelityâs bull case is built around liquidity turning: quantitative tightening nearing its end, fiscal dominance becoming unavoidable, and trillions parked in money market funds waiting for rotation. In that environment, Bitcoin is framed as a âliquidity spongeâ, a scarce asset that absorbs excess capital when policy loosens.
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At the same time, the bear case remains intact. Sticky inflation