The director of Bitbanker allowed Bitcoin to grow to 90-100 thousand dollars by the end of 2026

If favorable conditions continue in November and December, then by the end of 2026 Bitcoin could reach $90–100 thousand, admitted Kirill Komalenkov, director of strategic communications at Bitbanker. The specialist shared his forecast in a conversation with Lenta.ru.

“In October, Bitcoin will remain the main benchmark for the cryptocurrency market. My base case is trendless fluctuations while investors evaluate the outlook for US rates and the sustainability of demand through the ETF. The further direction will depend primarily on the influx of capital and the willingness of investors to increase risk,” explained Komalenkov.

According to the expert, the first influencing factor is financial conditions in the United States. “On September 16, the Fed raised rates by 0.25 percentage points to 3.75-4 percent. The next meeting will take place on October 27–28. Before it, expectations will change under the influence of inflation and employment data, as well as speeches by Fed representatives. Accelerating inflation, rising Treasury yields and a stronger dollar could add pressure on Bitcoin. More moderate inflation and signals of a pause in rate hikes could support demand. It will also be important how the Fed’s decision coincides with market expectations,” he said.

Komalenkov named flows into American spot Bitcoin ETFs as the second influencing factor.

“The third factor is regulatory decisions and purchases of large companies. One of the key topics is the CLARITY Act, a bill on the rules of the US cryptocurrency market: on September 15, it did not pass a procedural vote in the Senate, and its further progress has stalled. Restarting work on it could support sentiment, while further delays will keep things uncertain. Additional demand can be created by expanding access to Bitcoin through banks and investment products, as well as large corporate purchases,” the crypto expert noted.

Komalenkov also said that it is worthwhile to separately monitor leverage - the accumulation of positions on borrowed funds increases the risk of chains of liquidations: forced closure of long positions increases the decline, short positions - growth.

“Geopolitical tensions and sharp movements in the stock market could also trigger sales of Bitcoin along with other risky assets,” he said.

To consolidate Bitcoin above the psychological mark of 100 thousand dollars by the end of the year, according to Komalenkov, it will be necessary to expand demand from private and institutional investors. He explained that he could be supported by new corporate purchases, expanding access to Bitcoin through regulated products and promoting the CLARITY Act.

“Under a pessimistic scenario, a combination of ETF outflows, further tightening of Fed policy and reduced demand for risky assets could return Bitcoin below $80,000 as early as October. If these conditions persist, the decline could continue into November and December. Bitcoin's growth can support Ethereum and large altcoins, but for a broad market rise it is necessary for the influx of capital to spread to other assets. When Bitcoin declines, less liquid altcoins will generally come under greater pressure,” the crypto expert concluded.