2026 might be a bearish year for both gold and Bitcoin, according to Fidelity's Timmer.

<div><p>Fidelity's Jurrien Timmer has predicted that both Bitcoin and gold could take a year off in 2026. </p><div><blockquote><p>As for the 40, I continue to be a superfan of gold and Bitcoin, but I suspect that both of them may take a year off before potentially dominating the scene once again. As the chart shows below, gold has only just started what could be another super cycle against equities.<br><br>And… <a rel="nofollow" href="https://t.co/gO4UaQZvrq">pic.twitter.com/gO4UaQZvrq</a></p>— Jurrien Timmer (@TimmerFidelity) <a rel="nofollow" href="https://twitter.com/TimmerFidelity/status/2004613182103363726?ref_src=twsrc%5Etfw">December 26, 2025</a></blockquote> </div><p>"As for the 40, I continue to be a superfan of gold and Bitcoin, but I suspect that both of them may take a year off before potentially dominating the scene once again," he said in a recent social media post. </p><div><div><div>HOT Stories</div><a rel="nofollow" href="https://u.today/hot-stories" title="Go to Hot stories"> </a></div><div><a href="https://u.today/fidelitys-macro-guru-turns-bearish-on-bitcoin" rel="nofollow"><div>Fidelity’s Macro Guru Turns Bearish on Bitcoin</div></a><a href="https://u.today/morning-crypto-report-legendary-trader-speaks-out-on-24111-bitcoin-anomaly-on-binance-cardanos" rel="nofollow"><div>Morning Crypto Report: Legendary Trader Speaks out on $24,111 Bitcoin Anomaly on Binance, Cardano's Hoskinson Calls out New Project and Brings up XRP, Dogecoin (DOGE) Posts 'Naughty List'</div></a><a href="https://u.today/cz-reacts-to-trust-wallet-hack-are-funds-safu" rel="nofollow"><div>CZ Reacts to Trust Wallet Hack. Are Funds SAFU?</div></a><a href="https://u.today/crypto-market-prediction-is-shiba-inu-shib-saved-xrp-can-enter-new-year-with-bull-run-bitcoin-btc" rel="nofollow"><div>Crypto Market Prediction: Is Shiba Inu (SHIB) Saved? XRP Can Enter New Year With Bull Run, Bitcoin (BTC): There's a Problem</div></a></div></div><h2>Gold trouncing Bitcoin </h2><p>As reported by U.Today, Timmer predicted that gold could pass the baton to Bitcoin in the second half of 2025. However, his prediction did not materialize, and the yellow metal kept trumping the digital upstart through the remainder of the year. </p><p>Gold has had its best year since 1979, rallying by roughly 70%. In fact, it hit a fresh record high of $4,550 earlier today.  The rally has been fueled by a "perfect storm" of geopolitical tensions, the anticipation of the Federal Reserve's much-awaited dovish pivot, as well as central banks moving reserves out of US Treasuries.</p><p>Meanwhile, Bitcoin is about to record its second-worst Q4 ever. The cryptocurrency is now down by close to 7% this year. </p></div>

Fidelity’s Macro Guru Turns Bearish on Bitcoin

富达投资的蒂默表示，2026 年可能是黄金和比特币的熊市之年。

<div><p>富达投资的尤里恩·蒂默预测，比特币和黄金在 2026 年都可能出现一年的下跌。</p><div><blockquote><p>至于40日指数，我依然是黄金和比特币的忠实拥趸，但我怀疑它们可能都会经历一年的低迷期，之后才会再次主导市场。如下图所示，黄金相对于股票的又一轮超级周期才刚刚开始。<br><br>还有…… <a rel="nofollow" href="https://t.co/gO4UaQZvrq">pic.twitter.com/gO4UaQZvrq</a></p> — Jurrien Timmer (@TimmerFidelity) <a rel="nofollow" href="https://twitter.com/TimmerFidelity/status/2004613182103363726?ref_src=twsrc%5Etfw">2025年12月26日</a></blockquote></div><p>“至于40，我仍然是黄金和比特币的超级粉丝，但我怀疑它们两者都可能会休息一年，然后再有可能再次主导市场，”他在最近的社交媒体帖子中说道。</p><div><div><div>热门故事</div><a rel="nofollow" href="https://u.today/hot-stories" title="前往热门新闻"> </a></div><div><a href="https://u.today/fidelitys-macro-guru-turns-bearish-on-bitcoin" rel="nofollow"><div>富达宏观经济专家看空比特币</div><a href="https://u.today/morning-crypto-report-legendary-trader-speaks-out-on-24111-bitcoin-anomaly-on-binance-cardanos" rel="nofollow"><div>早间加密货币报告：传奇交易员就币安比特币24111美元异常走势发声；Cardano创始人Hoskinson抨击新项目并提及XRP；Dogecoin(Doge)发布“黑名单”。</div><a href="https://u.today/cz-reacts-to-trust-wallet-hack-are-funds-safu" rel="nofollow"><div> CZ回应Trust Wallet被盗事件。资金安全吗？ </div><a href="https://u.today/crypto-market-prediction-is-shiba-inu-shib-saved-xrp-can-enter-new-year-with-bull-run-bitcoin-btc" rel="nofollow"><div>加密货币市场预测： Shiba Inu (SHIB) 能否获救？ XRP或将迎来牛市，比特币 (BTC)：存在问题</div></div></div><h2>黄金远胜比特币</h2><p>据 U.Today 报道，蒂默曾预测黄金可能会在 2025 年下半年取代比特币成为加密货币之王。然而，他的预测并未实现，黄金在当年剩余的时间里继续领先于这种新兴的数字货币。</p><p>黄金价格经历了自1979年以来表现最好的一年，涨幅约为70%。事实上，今天早些时候，金价一度创下每盎司4550美元的历史新高。这波涨势是由一系列因素共同推动的，包括地缘政治紧张局势、市场预期美联储即将采取鸽派立场，以及各国央行纷纷撤出美国国债。</p><p>与此同时，比特币即将迎来史上第二糟糕的第四季度表现。今年以来，这种加密货币已下跌近7%。</p></div>

富达宏观经济专家看空比特币

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