2026 Bitcoin Market Outlook: The Upside Scenario Driven by Quantitative Easing and Macro Environment

Major securities firm Charles Schwab’s CEO, Rick Wurster, has expressed a bullish outlook on the Bitcoin market in 2026. Notably, this positive outlook is based not merely on market sentiment but on concrete macroeconomic factors such as quantitative easing and the Federal Reserve’s policy trends. Despite the current correction phase, there is a growing number of experts expecting a market reversal in the second half of the year.

The Relationship Between Quantitative Easing and the Bitcoin Market as Pointed Out by Schwab CEO

In an early January interview, CEO Wurster emphasized the impact of quantitative easing on the cryptocurrency market. Quantitative easing refers to a monetary policy where the central bank supplies large amounts of money to the market, encouraging lower interest rates and rising asset prices. In such an environment, investor funds seeking yield tend to flow into risk assets like Bitcoin.

Schwab’s CEO indicated that, in addition to quantitative easing, the macroeconomic environment becomes increasingly favorable for Bitcoin due to factors such as the Fed’s bond purchase programs and a lack of demand for U.S. Treasuries. In other words, in an environment where the appeal of traditional financial assets diminishes relatively, capital inflows into cryptocurrencies could accelerate.

Positive Factors from Changes in the Macroeconomic Environment for Bitcoin

The Fed’s supportive stance toward the market and the accompanying environment of declining interest rates enhance the investment appeal of assets that do not generate interest, such as Bitcoin. Particularly when demand for U.S. Treasuries is sluggish, attention tends to shift toward Bitcoin as an alternative investment.

Furthermore, it is highly likely that these macroeconomic changes will continue not just temporarily but throughout 2026. Wurster’s optimistic view is based on these structural environmental changes and is not merely driven by transient market psychology.

Schwab’s Cryptocurrency Service Expansion Strategy Toward the First Half of 2026

Charles Schwab is actively expanding its product offerings to seize these market opportunities. The firm has already begun handling Solana and MicroSolana futures products, and full-scale deployment of spot cryptocurrency trading services is scheduled for the first half of 2026.

The expansion of comprehensive cryptocurrency services by a major securities firm will open the way for large-scale investors such as institutional investors and high-net-worth individuals to enter the Bitcoin market. This is undoubtedly a key factor influencing the market environment in 2026.