The post “2026 Will Be The Bull Run 2025 Was Supposed To Be” Analyst Shares Insight ⋆ ZyCrypto appeared on BitcoinEthereumNews.com. Advertisement &nbsp &nbsp LeadingThe post “2026 Will Be The Bull Run 2025 Was Supposed To Be” Analyst Shares Insight ⋆ ZyCrypto appeared on BitcoinEthereumNews.com. Advertisement &nbsp &nbsp Leading

“2026 Will Be The Bull Run 2025 Was Supposed To Be” Analyst Shares Insight ⋆ ZyCrypto

Advertisement

Leading market analyst Lark Davis has argued that the long-anticipated crypto bull run may not have failed, but rather been delayed.

According to the analysis, 2026 is a plausible inflection point following a challenging 2025. Bull markets rarely begin during periods of optimism. Instead, they tend to form when sentiment is exhausted, pessimistic, and deeply skeptical, as has been much of the past year.

Davis explains that the weakness stems mainly from the state of US manufacturing. Manufacturing still accounts for roughly 10%-11% of U.S. GDP and employs approximately 13 million workers.

In November, the ISM manufacturing PMI fell to 48.2, marking the ninth consecutive month of contraction. New orders declined to the mid-47 range, employment fell to near 44, and roughly 67% of manufacturers reported managing headcount rather than hiring.

Even the ISM noted that more than half of manufacturing-related GDP remained in contraction, reinforcing the view that the economy spent much of 2025 stuck in neutral despite the visible AI boom.

Advertisement

 

Looking ahead, the analyst believes AI-driven capital expenditure sets the stage for a different outcome in 2026.

US data center spending exceeded $400 billion in 2025 and is projected to reach roughly $600 billion in 2026 and more than $700 billion by 2027.

This investment wave extends beyond software into physical infrastructure, including servers, advanced chips, power systems, and large-scale construction. Globally, analysts expect more than 2,000 new data centers by 2030, as infrastructure spending approaches $7 trillion over five years.

That said, liquidity is expected to improve as the Federal Reserve ends quantitative tightening and resumes balance sheet operations of roughly $40 billion per month. Moreover, forecasts indicate approximately 14% S&P 500 earnings growth in 2026.

Taken together, the analyst argues these forces create a structurally stronger setup than in 2025. With that, a sustained recovery in manufacturing and easier monetary conditions could make 2026 bullish.

Source: https://zycrypto.com/2026-will-be-the-bull-run-2025-was-supposed-to-be-analyst-shares-insight/

시장 기회
3X 롱 비트코인 로고
3X 롱 비트코인 가격(BULL)
$0.001077
$0.001077$0.001077
-11.28%
USD
3X 롱 비트코인 (BULL) 실시간 가격 차트
면책 조항: 본 사이트에 재게시된 글들은 공개 플랫폼에서 가져온 것으로 정보 제공 목적으로만 제공됩니다. 이는 반드시 MEXC의 견해를 반영하는 것은 아닙니다. 모든 권리는 원저자에게 있습니다. 제3자의 권리를 침해하는 콘텐츠가 있다고 판단될 경우, service@support.mexc.com으로 연락하여 삭제 요청을 해주시기 바랍니다. MEXC는 콘텐츠의 정확성, 완전성 또는 시의적절성에 대해 어떠한 보증도 하지 않으며, 제공된 정보에 기반하여 취해진 어떠한 조치에 대해서도 책임을 지지 않습니다. 본 콘텐츠는 금융, 법률 또는 기타 전문적인 조언을 구성하지 않으며, MEXC의 추천이나 보증으로 간주되어서는 안 됩니다.

추천 콘텐츠

Coinbase Data Breach Fallout: Former Employee Arrest in India Over Customer Data Case Raises Bitcoin Security Concerns

Coinbase Data Breach Fallout: Former Employee Arrest in India Over Customer Data Case Raises Bitcoin Security Concerns

The post Coinbase Data Breach Fallout: Former Employee Arrest in India Over Customer Data Case Raises Bitcoin Security Concerns appeared on BitcoinEthereumNews.
공유하기
BitcoinEthereumNews2025/12/27 10:36
Burmese war amputees get free 3D-printed prostheses, thanks to Thailand-based group

Burmese war amputees get free 3D-printed prostheses, thanks to Thailand-based group

PROSTHETIC FEET. Silicon foot covers fitted with metal rods found in the prosthetic production unit in Mae Tao Clinic. A good prosthetic foot must absorb impact
공유하기
Rappler2025/12/27 10:00
China Blocks Nvidia’s RTX Pro 6000D as Local Chips Rise

China Blocks Nvidia’s RTX Pro 6000D as Local Chips Rise

The post China Blocks Nvidia’s RTX Pro 6000D as Local Chips Rise appeared on BitcoinEthereumNews.com. China Blocks Nvidia’s RTX Pro 6000D as Local Chips Rise China’s internet regulator has ordered the country’s biggest technology firms, including Alibaba and ByteDance, to stop purchasing Nvidia’s RTX Pro 6000D GPUs. According to the Financial Times, the move shuts down the last major channel for mass supplies of American chips to the Chinese market. Why Beijing Halted Nvidia Purchases Chinese companies had planned to buy tens of thousands of RTX Pro 6000D accelerators and had already begun testing them in servers. But regulators intervened, halting the purchases and signaling stricter controls than earlier measures placed on Nvidia’s H20 chip. Image: Nvidia An audit compared Huawei and Cambricon processors, along with chips developed by Alibaba and Baidu, against Nvidia’s export-approved products. Regulators concluded that Chinese chips had reached performance levels comparable to the restricted U.S. models. This assessment pushed authorities to advise firms to rely more heavily on domestic processors, further tightening Nvidia’s already limited position in China. China’s Drive Toward Tech Independence The decision highlights Beijing’s focus on import substitution — developing self-sufficient chip production to reduce reliance on U.S. supplies. “The signal is now clear: all attention is focused on building a domestic ecosystem,” said a representative of a leading Chinese tech company. Nvidia had unveiled the RTX Pro 6000D in July 2025 during CEO Jensen Huang’s visit to Beijing, in an attempt to keep a foothold in China after Washington restricted exports of its most advanced chips. But momentum is shifting. Industry sources told the Financial Times that Chinese manufacturers plan to triple AI chip production next year to meet growing demand. They believe “domestic supply will now be sufficient without Nvidia.” What It Means for the Future With Huawei, Cambricon, Alibaba, and Baidu stepping up, China is positioning itself for long-term technological independence. Nvidia, meanwhile, faces…
공유하기
BitcoinEthereumNews2025/09/18 01:37