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South Korea’s Corbett Research Center expects Bitcoin to trade between $140,000 and $170,000 in 2026, citing US tax policy reforms and structural institutional demand as key catalysts.
In its fourth annual report to market expectationsCorbett’s research team presented a macroeconomic guidance thesis that diverged from the traditional narrative of the semiannual quadrennial cycle. The report argues that Bitcoin’s price path will be shaped less by supply mechanics and more by US productivity growth under what it describes as “stronger Reaganomics.”
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The three-pronged rebalancing puts Bitcoin in the sovereign asset class
The forecast highlights three key drivers reshaping asset allocation. A strong US dollar outlook, potential correction in gold prices and an increased presence of Bitcoin in institutions pass Funds exchanged Digital asset vaults fundamentally change how investors view digital assets. By November 2025, exchange-traded funds and digital asset vaults together account for approximately 11.7% of the total Bitcoin supply.
The centerpiece of the forecast is the One Beautiful Statement law (OB3), enacted in July 2025. The law will permanently restore 100% reimbursement for spot reimbursements and R&D expenses. Corbett believes these provisions will reduce corporate tax rates to 10-12%, leading to a boom in capital investment and attracting foreign direct investment. The report argues that this policy mix supports a stronger dollar, contrary to the Wall Street consensus that expects the dollar to decline.
In a strong and deflationary gold environment, gold can be seen as a non-performing asset. At the same time, Bitcoin establishes itself alongside the dollar as a container of sovereign value, which leads to corrections in gold – with some analysts even predicting the price of gold to reach $ 4,000 an ounce, in 5% from current levels.
These changes are challenging the old portfolio models. Bitcoin now functions more as a container of value at a sovereign level, putting it on par with gold and the dollar in institutional allocations.
Bitcoin’s usual four-year cycle is losing its relevance. High interest rates, reduced liquidity and slowing market movements have changed the environment. Instead of a sharp increase at the end of 2025, experts now see the price consolidating in the $100,000-$120,000 range, with a possible second peak in 2026 if liquidity returns.
Institutional adoption continues to grow, despite headwinds at the macro level. Funds traded on the Bitcoin exchange have seen strong flows since the approval, and more companies are adding massive holdings in digital asset vaults. This provides stronger price support and less volatility compared to previous cycles.
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Compliance with the GENIUS Code stimulates competition in the Tier 1 blockchain
The GENIUS Act was signed into law in July 2025, establishing clear federal rules for stablecoins for payment. White House Documentation Emphasizes that the law requires reserves of 100% in cash or short-term times by exporters. Regulatory certainties are encouraging US banks and institutions to quickly adopt stablecoins.
This compliance also imposes technical requirements. Organizations need blockchains with immediate purpose and privacy features to efficiently meet KYC and AML requirements. Ethereum’s twelve-second finality and complete transaction transparency are factors that hold back institutional users who require privacy and instant settlement. New Layer 1 networks, including Arc, Tempo and Plasma, debut with selective zero-second and ultimate privacy features designed for regulatory compliance.
meanwhile, Solana It is making gains in commercial use and will introduce Firedancer in early 2026. This update aims at much faster settlements and an increase in processing time, which could help Solana win more institutional stablecoin deals.
Perpetual Trade Dominates: Crypto Tokens Push DeFi Forward
Decentralized exchanges will now make up 7.6% of the total cryptocurrency volume by mid-2025 and could reach 15% by the end of 2026. Perpetual derivatives DEXs are at the forefront, earning most of the returns for the best DeFi protocols. Show data Search Oak what you do Hyperliquid Capture 73% of DEX’s perpetual market share by June 2025.
The hyper-liquid dominance comes from the efficient business matching process, rapid adoption and innovations in the token economy. It incentivizes the token purchase model HYPE Constant demand, and traders can create markets for any asset. Competitors are expanding into real assets, Forex, commodities and US stocks.
Real asset tokenization will reach $35.6 billion by November 2025. Growth is driven by private lending and US Treasury tokenization. The report expects fintech and web3 companies to drive greater adoption, as traditional finance faces hurdles with legacy processes and compliance issues.
Competition for super apps is also growing. Robinhood integrates stocks, cryptocurrencies, derivatives and real assets into one platform. Coinbaseusing CFTC licenses, it aims to be the preferred destination for all assets on the chain and awaits regulatory approval for tokenized securities.
Expectations are that predictive markets will also benefit. Platforms such as Polymarket, Kalshi and Opinione have seen volume growth and increased regulatory interest. With CFTC approval in the United States, these places are getting closer to the mainstream.
