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The US economy is starting 2026 with an uncomfortable split-screen scenario that is complicating the outlook for Bitcoin’s recovery towards $100,000.
While Wall Street credit pricing still looks calm, the “real economy” stress gauges are flashing late-cycle warning lights.
This disconnect matters for Bitcoin because its path to $100,000 is no longer just about crypto-native catalysts. It is increasingly about whether the next macro downdraft forces a liquidation phase that consumes the calendar…