Coin Bureau's Guy and Into the Cryptoverse's Ben joined the latest NFA Live episode to assess where Bitcoin stands heading into 2026 — and neither host was optimistic about the near term. With BTC sitting at $73,423, down 3% in 24 hours and 5% on the week, the pair described the market as being in a phase of exhaustion rather than the dramatic volatility of 2022's Celsius and FTX collapses.
Guy argued that crypto is completing a transition from technological frontier to mature infrastructure — effectively back-end database technology — with excitement having migrated to AI and adjacent sectors. Some crypto-linked equities are down as much as 99%, he noted, reflecting how broadly the sector has struggled.
On strategy, both hosts suggested that in midterm years investors may be better served ignoring Bitcoin for the first half and rotating into energy and AI for opportunities.
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