Standard Chartered maintains its long-term target for Bitcoin at $100,000 by the end of 2026. The bank is not panicking despite the recent correction of the first cryptocurrency. According to analysts, the current weakness of BTC is not a structural crisis, but merely a "communication problem" triggered by the actions of Strategy (formerly MicroStrategy).
The key point here is not a deterioration in Strategy's balance sheet, but rather a market misunderstanding. The bank emphasizes that Strategy is moving away from its previous rigid mantra of "never selling Bitcoin" and transitioning to a more complex and flexible strategy for managing its crypto assets. This has created temporary uncertainty, which has been reflected in the price.
I believe this view is absolutely justified. The market often confuses a tactical maneuver by a major player with a loss of faith in the asset. In reality, Strategy's shift to more active reserve management is a sign of maturity, not weakness. It indicates that the largest institutions are beginning to view Bitcoin not as a static "hodl" asset, but as a full-fledged tool for capital balancing.
From a fundamental analysis perspective, the $100,000 target by 2026 remains realistic. Even considering current volatility, the halving, reduced issuance, and continued inflow of institutional capital create powerful long-term momentum. Betting that Bitcoin will return to growth after a temporary "communication storm" looks not just optimistic, but mathematically sound.