Jan Van Eck projects a bearish fourth-year cycle for Bitcoin in 2026, which has historically followed three years of gains. He suggests this cyclical bottom could drive increased trading demand on Coinbase’s exchange as investors reposition ahead of the next expansion phase.

Van Eck forecasts corporate blockchain wars as major institutions choose between open decentralized networks and private permissioned chains, with stablecoins at the center of this battle. Circle’s 55% stock jump in one week underscores investor focus on stablecoin infrastructure, a trend that could boost demand for Coinbase’s custody and trading services.