{"id":94211,"date":"2026-02-12T14:28:16","date_gmt":"2026-02-12T11:28:16","guid":{"rendered":"https:\/\/forklog.com\/en\/?p=94211"},"modified":"2026-02-12T14:31:41","modified_gmt":"2026-02-12T11:31:41","slug":"jpmorgan-sees-bitcoins-correction-as-an-opportunity-for-long-term-investors","status":"publish","type":"post","link":"https:\/\/forklog.com\/en\/jpmorgan-sees-bitcoins-correction-as-an-opportunity-for-long-term-investors\/","title":{"rendered":"JPMorgan sees bitcoin\u2019s correction as an opportunity for long-term investors"},"content":{"rendered":"<p>Despite the market\u2019s weak start to the year, JPMorgan remains upbeat on digital assets, reports <a href=\"https:\/\/www.coindesk.com\/markets\/2026\/02\/11\/jpmorgan-bullish-on-crypto-for-rest-of-year-as-institutional-flows-set-to-drive-recovery\">CoinDesk<\/a>.<\/p>\n<p><!--more--><\/p>\n<p>The bank expects institutional inflows and clearer regulation to be the chief drivers of the industry\u2019s recovery.<\/p>\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>\u201cWe are positive on the outlook for 2026 and expect increased inflows into digital assets, driven by institutional investors,\u201d the report by analysts led by Nikolaos Panigirtzoglou says.<\/p>\n<\/blockquote>\n<h2 class=\"wp-block-heading\">Correction as opportunity<\/h2>\n<p>JPMorgan\u2019s analysts remain optimistic even as bitcoin slips below miners\u2019 breakeven. Historically, that level has acted as \u201csoft\u201d support for prices.<\/p>\n<p>At the time of writing, the leading cryptocurrency is <a href=\"https:\/\/www.coingecko.com\/\">trading around $67,390<\/a>. The analysts estimate the current cost of producing one coin at roughly $77,000.<\/p>\n<p>A short-term drop below the profitability threshold has weighed on sentiment and reduced on-chain activity.<\/p>\n<p>If prices stay below that mark for long, less efficient miners will be forced to power down equipment. That would lower network difficulty and the average production cost. JPMorgan describes this as a market self-correcting mechanism.<\/p>\n<h2 class=\"wp-block-heading\">Institutions versus retail<\/h2>\n<p>Despite the drawdown, volatility remains high. Institutional interest has proved more resilient than that of retail traders. According to the analysts, this creates a foundation for a rebound as capital rotates back into digital assets.<\/p>\n<p><iframe loading=\"lazy\" width=\"100%\" height=\"420\" frameborder=\"0\" src=\"https:\/\/www.theblock.co\/data\/crypto-markets\/prices\/annualized-btc-volatility-30d\/embed\" title=\"Annualized BTC Volatility (30D)\"><\/iframe><\/p>\n<h2 class=\"wp-block-heading\">Bitcoin versus gold<\/h2>\n<p>Bitcoin\u2019s relative investment appeal has improved. Although since October gold has significantly outperformed bitcoin, the metal\u2019s volatility has surged.<\/p>\n<p>That mix makes the leading cryptocurrency a more compelling long-term instrument, the report notes.<\/p>\n<p>Below is the trajectory of the CBOE Gold Volatility Index, which measures market expectations for the metal\u2019s price swings over the next 30 days.<\/p>\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/forklog.com\/wp-content\/uploads\/img-56375774dc6282ed-6111438286934715-scaled.webp\" alt=\"GOLD_vol\" class=\"wp-image-275071\"\/><figcaption class=\"wp-element-caption\">CBOE Gold Volatility Index dynamics. Source: <a href=\"https:\/\/finance.yahoo.com\/chart\/%5EGVZ#eyJsYXlvdXQiOnsiaW50ZXJ2YWwiOjEsInBlcmlvZGljaXR5IjoxLCJ0aW1lVW5pdCI6Im1pbnV0ZSIsImNhbmRsZVdpZHRoIjo0LjgwMjU2NDEwMjU2NDEwMiwiZmxpcHBlZCI6ZmFsc2UsInZvbHVtZVVuZGVybGF5Ijp0cnVlLCJhZGoiOnRydWUsImNyb3NzaGFpciI6dHJ1ZSwiY2hhcnRUeXBlIjoibW91bnRhaW4iLCJleHRlbmRlZCI6ZmFsc2UsIm1hcmtldFNlc3Npb25zIjp7fSwiYWdncmVnYXRpb25UeXBlIjoib2hsYyIsImNoYXJ0U2NhbGUiOiJsaW5lYXIiLCJzdHVkaWVzIjp7IuKAjHZvbCB1bmRy4oCMIjp7InR5cGUiOiJ2b2wgdW5kciIsImlucHV0cyI6eyJTZXJpZXMiOiJzZXJpZXMiLCJpZCI6IuKAjHZvbCB1bmRy4oCMIiwiZGlzcGxheSI6IuKAjHZvbCB1bmRy4oCMIn0sIm91dHB1dHMiOnsiVXAgVm9sdW1lIjoiIzBkYmQ2ZWVlIiwiRG93biBWb2x1bWUiOiIjZmY1NTQ3ZWUifSwicGFuZWwiOiJjaGFydCIsInBhcmFtZXRlcnMiOnsiY2hhcnROYW1lIjoiY2hhcnQiLCJlZGl0TW9kZSI6dHJ1ZX0sImRpc2FibGVkIjpmYWxzZX19LCJwYW5lbHMiOnsiY2hhcnQiOnsicGVyY2VudCI6MSwiZGlzcGxheSI6Il5HVloiLCJjaGFydE5hbWUiOiJjaGFydCIsImluZGV4IjowLCJ5QXhpcyI6eyJuYW1lIjoiY2hhcnQiLCJwb3NpdGlvbiI6bnVsbH0sInlheGlzTEhTIjpbXSwieWF4aXNSSFMiOlsiY2hhcnQiLCLigIx2b2wgdW5kcuKAjCJdfX0sInNldFNwYW4iOnsibXVsdGlwbGllciI6MSwiYmFzZSI6InRvZGF5IiwicGVyaW9kaWNpdHkiOnsiaW50ZXJ2YWwiOjEsInBlcmlvZCI6MSwidGltZVVuaXQiOiJtaW51dGUifSwic2hvd0V2ZW50c1F1b3RlIjp0cnVlLCJmb3JjZUxvYWQiOnRydWV9LCJvdXRsaWVycyI6ZmFsc2UsImFuaW1hdGlvbiI6dHJ1ZSwiaGVhZHNVcCI6eyJzdGF0aWMiOnRydWUsImR5bmFtaWMiOmZhbHNlLCJmbG9hdGluZyI6ZmFsc2V9LCJsaW5lV2lkdGgiOjIsImZ1bGxTY3JlZW4iOnRydWUsInN0cmlwZWRCYWNrZ3JvdW5kIjp0cnVlLCJjb2xvciI6IiMwMDgxZjIiLCJjcm9zc2hhaXJTdGlja3kiOmZhbHNlLCJkb250U2F2ZVJhbmdlVG9MYXlvdXQiOnRydWUsInN5bWJvbHMiOlt7InN5bWJvbCI6Il5HVloiLCJzeW1ib2xPYmplY3QiOnsic3ltYm9sIjoiXkdWWiIsInF1b3RlVHlwZSI6IklOREVYIiwiZXhjaGFuZ2VUaW1lWm9uZSI6IkFtZXJpY2EvTmV3X1lvcmsiLCJwZXJpb2QxIjoxNzcwNzQyMjAwLCJwZXJpb2QyIjoxNzcwODk0MDAwfSwicGVyaW9kaWNpdHkiOjEsImludGVydmFsIjoxLCJ0aW1lVW5pdCI6Im1pbnV0ZSIsInNldFNwYW4iOnsibXVsdGlwbGllciI6MSwiYmFzZSI6InRvZGF5IiwicGVyaW9kaWNpdHkiOnsiaW50ZXJ2YWwiOjEsInBlcmlvZCI6MSwidGltZVVuaXQiOiJtaW51dGUifSwic2hvd0V2ZW50c1F1b3RlIjp0cnVlLCJmb3JjZUxvYWQiOnRydWV9fV0sInJlbmRlcmVycyI6W119LCJldmVudHMiOnsiZGl2cyI6dHJ1ZSwic3BsaXRzIjp0cnVlLCJ0cmFkaW5nSG9yaXpvbiI6Im5vbmUiLCJzaWdEZXZFdmVudHMiOltdfSwiZHJhd2luZ3MiOm51bGwsInByZWZlcmVuY2VzIjp7ImN1cnJlbnRQcmljZUxpbmUiOnRydWUsImRpc3BsYXlDcm9zc2hhaXJzV2l0aERyYXdpbmdUb29sIjpmYWxzZSwiZHJhZ2dpbmciOnsic2VyaWVzIjp0cnVlLCJzdHVkeSI6ZmFsc2UsInlheGlzIjp0cnVlfSwiZHJhd2luZ3MiOm51bGwsImhpZ2hsaWdodHNSYWRpdXMiOjEwLCJoaWdobGlnaHRzVGFwUmFkaXVzIjozMCwibWFnbmV0IjpmYWxzZSwiaG9yaXpvbnRhbENyb3NzaGFpckZpZWxkIjpudWxsLCJsYWJlbHMiOnRydWUsImxhbmd1YWdlIjpudWxsLCJ0aW1lWm9uZSI6IkFtZXJpY2EvTmV3X1lvcmsiLCJ3aGl0ZXNwYWNlIjowLCJ6b29tSW5TcGVlZCI6bnVsbCwiem9vbU91dFNwZWVkIjpudWxsLCJ6b29tQXRDdXJyZW50TW91c2VQb3NpdGlvbiI6ZmFsc2V9fQ==\">Yahoo Finance<\/a>.\u00a0<\/figcaption><\/figure>\n<h2 class=\"wp-block-heading\">Outlook for 2026<\/h2>\n<p>JPMorgan expects inflows into digital assets to recover in 2026, led by institutional investors rather than retail players or corporate treasuries.<\/p>\n<p>Additional support could come from progress on US regulation, including potential passage of new bills such as the <a href=\"https:\/\/forklog.com\/en\/news\/cryptocurrency-firms-seek-compromise-on-clarity-act-disputes\">Clarity Act<\/a>.<\/p>\n<p>Earlier, JPMorgan analysts <a href=\"https:\/\/forklog.com\/en\/news\/jpmorgan-analysts-set-long-term-bitcoin-target-at-266000\">expressed confidence<\/a> that bitcoin could reach $266,000 in the long term. In their view, the asset is becoming \u201cmore attractive than gold\u201d.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Despite the market\u2019s weak start to the year, JPMorgan remains upbeat on digital assets.<\/p>\n","protected":false},"author":1,"featured_media":94212,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"select":"1","news_style_id":"1","cryptorium_level":"","_short_excerpt_text":"JPMorgan stays bullish on crypto, expecting institutional inflows and US regulatory progress.","creation_source":"","_metatest_mainpost_news_update":false,"footnotes":""},"categories":[3],"tags":[18,536,229,1145,984],"class_list":["post-94211","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news-and-analysis","tag-bitcoin","tag-gold","tag-jpmorgan","tag-market-analysis","tag-volatility"],"aioseo_notices":[],"amp_enabled":true,"views":"238","promo_type":"1","layout_type":"1","short_excerpt":"JPMorgan stays bullish on crypto, expecting institutional inflows and US regulatory progress.","is_update":"","_links":{"self":[{"href":"https:\/\/forklog.com\/en\/wp-json\/wp\/v2\/posts\/94211","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/forklog.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/forklog.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/forklog.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/forklog.com\/en\/wp-json\/wp\/v2\/comments?post=94211"}],"version-history":[{"count":1,"href":"https:\/\/forklog.com\/en\/wp-json\/wp\/v2\/posts\/94211\/revisions"}],"predecessor-version":[{"id":94213,"href":"https:\/\/forklog.com\/en\/wp-json\/wp\/v2\/posts\/94211\/revisions\/94213"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/forklog.com\/en\/wp-json\/wp\/v2\/media\/94212"}],"wp:attachment":[{"href":"https:\/\/forklog.com\/en\/wp-json\/wp\/v2\/media?parent=94211"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/forklog.com\/en\/wp-json\/wp\/v2\/categories?post=94211"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/forklog.com\/en\/wp-json\/wp\/v2\/tags?post=94211"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}