Ran Neuner Predicts 2026 Crypto Bull Market, Dismisses 2025 as False Dawn
Ran Neuner's latest analysis dissects the crypto market's 2024 stagnation, pinpointing six macroeconomic catalysts that will ignite a true bull cycle in 2026. The CNBC commentator debunks 2025 Optimism as premature, citing insufficient liquidity conditions and misaligned Fed policy.
Trade normalization between the U.S. and China emerges as a key factor, with agricultural exports and Nvidia's accelerated chip production temporarily offsetting tariff impacts. Neuner emphasizes that 2026's political cycle—coinciding with midterm elections—will create ideal conditions for risk asset appreciation.
Current monetary policy remains contradictory, with M2 supply growth failing to translate into net liquidity. This structural imbalance, combined with manufacturing index weaknesses, forms what Neuner calls "the dry tinder" needed for 2026's eventual market conflagration.
