In the coming years, financial markets will face several factors affecting Bitcoin and other risk assets. This article examines liquidity cycles and expectations around debt obligations.
The 2026 Debt Wall
According to the Institute of International Finance, global debt reached approximately $315 trillion in the first quarter of 2024. In 2026, a 'maturity wall' is expected to rise with obligations totaling $33 trillion, putting pressure on the economy.
Liquidity Cycles and Their Impact on Bitcoin
Market uncertainty may intensify in 2026 as liquidity cycles could tighten. Forecasts indicate that global liquidity will peak by late 2025, typically preceding increased market volatility.
Long-Term Market Trends Leading to 2028
The current bear market for Bitcoin is likely to persist into 2026, but experts anticipate a potential strong recovery by 2028, coinciding with the next halving event. Economic cycles are crucial for understanding future dynamics.
The future of Bitcoin will depend not only on liquidity cycles and debt obligations, but also on a multitude of other factors, including policy changes and investor psychology.
