- VanEck says clearer fiscal and monetary signals support a risk-on stance for 2026.
- VanEck highlights Gold’s strength after record highs in December 2025 and notes the structural case remains intact.
- VanEck flagged a disrupted Bitcoin cycle in 2025 and advised caution over the next 3–6 months.
- US federal deficit projections show gradual improvement, cited in a presentation by Jan van Eck.
- India is identified as a high-conviction, long-term crypto growth market, with regional adoption important to the industry.
VanEck said on Monday in its Q1 2026 Outlook report that clearer fiscal and monetary policy signals are improving market visibility and support a more constructive risk stance in 2026. The firm highlighted gold’s continued strength and named India as a long-term growth opportunity within the crypto market.
The report said visibility helps investors take more risk, while caution remains: “even as selectivity remains critical.” VanEck also noted on X that “In crypto, Bitcoin’s traditional four-year cycle broke in 2025, complicating short-term signals. This divergence supports a more cautious near-term outlook over the next 3–6 months.”
In a linked presentation, Jan van Eck cited estimates showing the U.S. federal deficit shrinking from 6.4% of GDP in fiscal 2024 to 5.3% in 2026; the presentation is available on YouTube. The report views that gradual fiscal improvement as one factor supporting a risk-on investor posture.
On commodities, VanEck said gold “continues to re-emerge as a leading global currency,” noting gold hit a record $4,533 per ounce in December 2025 and that the trend continued into 2026. Gold traded near $4,582 per ounce in the update, and the gold-backed stablecoin Tether Gold (XAUT) was noted at about $4,582.89.
The firm placed India in a broader regional context as a major crypto growth market, calling it a “high conviction, long-term opportunity” and saying it could by 2035 “[head] to China scale.” Reporting shows India had about 119 million crypto users as of early January; see the linked coverage for details on adoption numbers on Yahoo Finance. Industry figures also emphasize regional hubs; Jack Yi, founder of Liquid Capital, made related comments on X.
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