Big moves could be on the horizon for both Bitcoin and gold. According to David Schassler, head of multi-asset solutions at VanEck, Bitcoin is poised for a sharp rebound in 2026 after trailing the Nasdaq 100 Index by roughly 50% year-to-date.
Despite expectations that Bitcoin would benefit from fiat currency devaluation, it has lagged behind both gold and tech stocks this year. Schassler attributes this to a softer risk appetite and tight liquidity, but the long-term investment thesis for Bitcoin remains strong.
🔮 #BTC The Head of Multi-Asset Solutions at VanEck says that gold prices will continue to rise and could reach $5,000 next year 🏆✨
— Michael Web3Wanderer (@mixailbusiness) December 24, 2025
Since the start of the year, #BTC has underperformed the Nasdaq 100 by around 50%, and this divergence creates the conditions for Bitcoin to… pic.twitter.com/Vz6DCPhjzx
Meanwhile, gold continues to shine. VanEck projects the yellow metal will surge to $5,000 per ounce in 2026, extending a rally that’s already up over 70% this year. Currently trading around $4,492 per ounce, gold’s momentum is being fueled by central bank buying, geopolitical risk, and expectations of interest-rate cuts.
Why This Matters
Schassler’s analysis isn’t just about short-term price action. He highlights monetary debasement, technological transformation, and the rise of hard assets as key drivers. With governments increasingly relying on money printing to fund liabilities and political agendas, investors are turning to scarce stores of value like gold and Bitcoin.
Historically, Bitcoin has responded strongly when currency devaluation accelerates and liquidity returns, making the next few years potentially explosive for the leading cryptocurrency.
The Bigger Picture: Bull Market in Natural Resources
Schassler also points to a broader trend: a bull market in natural resources, driven by the demands of AI infrastructure, energy transitions, robotics, and re-industrialization. He calls these “old-world assets building the foundation for the new economy”, highlighting why gold—and by extension Bitcoin as a digital store of value—could continue to outperform.
VanEck is actively positioning for this trend, expecting gold to remain one of the strongest major assets with momentum carrying into 2026.
Bottom Line
If you’re an investor looking for hedges against inflation and macro uncertainty, now is the time to watch gold and Bitcoin closely. With a rebound on the horizon for crypto and gold reaching all-time highs, the next year could reshape the landscape of hard assets and digital stores of value.
