Asset view · 18 September 2026

Bitcoin: what research is saying

AI summary of published research · 18 September 2026

Bitcoin's reclaim of $78,000 has published research broadly leaning bullish, with tactical and medium-term views pointing the same direction.

Some analysts frame the move back above $78,000 as a key psychological catalyst, noting the momentum is spilling into crypto-linked equities like Coinbase and Robinhood. A complementary thread of recent research adds a structural angle: even with Congress stalled on the Clarity Act, active engagement from the SEC and CFTC is quietly reducing uncertainty around US crypto policy — removing a major overhang that had weighed on price.

Researchers also argue that eventual passage of the Clarity Act would be an additional tailwind, though the constructive case holds even if it doesn't arrive soon.

Notably, there's little disagreement across the published views surveyed. The tactical momentum read and the longer-horizon regulatory-clarity read reinforce each other rather than pulling in opposite directions — a rare moment of alignment in a market that usually thrives on debate.