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📉 Has Bitcoin hit bottom? JPMorgan predicts a positive 2026

As the cryptocurrency market continues to boom, JPMorgan analysts led by Nikolaos Panigirtsoglu have released a new report. Here’s a quick look at why $77,000 is a significant number and what to expect next.

🛡 Cost as a “soft floor”

The cost of mining 1 $BTC has fallen from $90,000 at the beginning of the year to $77,000. This was due to a decrease in hashrate and mining difficulty.

‱ Why is this important? Historically, mining cost has served as a support level. The current difficulty decline (by 15% since the beginning of the year) is the strongest since the “Chinese ban” of 2021.

❄ Why did miners shut down?

1. Loss-making: Older equipment has become “in the red” at current prices.

2. Weather: Severe winter storms in the US (especially in Texas) have forced large farms to shut down to save electricity for the grid.

3. Artificial Intelligence: Some players are selling BTC shares to repurpose capacity for AI.

🚀 Optimism for 2026

Despite the current price of around $65,000, JPMorgan maintains a “positive view” for this year:

‱ Institutional capital: The influx of money is expected to come from large funds, not retail investors.

‱ Regulation: A breakthrough could come thanks to the adoption of new laws in the US (in particular, the Clarity Act).

‱ Grandiose goal: Analysts confirmed their long-term forecast of $266,000 for Bitcoin (based on comparison with gold as a safe-haven asset).

BTC
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66,400.7
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