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Bitcoin Price Jumps 18% as Treasury Boosts Bond Buyback, Analysts See Range of $90K to $140K

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Bitcoin's price has been volatile in 2026, but analysts see several key factors that could drive it to new heights. The base case forecast puts Bitcoin in a trading range of $90,000 to $140,000 by year-end, assuming spot-ETF inflows resume, U.S. crypto regulation becomes clearer, and the Federal Reserve eases monetary policy.

Institutional investors have been buying into Bitcoin through ETFs, with BlackRock's IBIT alone holding around $48.6 billion in assets and about $62.1 billion in cumulative net inflows. The 2026 wrinkle is that flows wobbled during the spring and summer drawdown before stabilizing and turning net-positive again.

The White House summit between President Trump and top digital-asset executives from Coinbase (COIN) and Robinhood (HOOD) also fueled sentiment, with Trump calling on Congress to pass a 'fair version' of the Clarity Act. The Treasury's surprise decision to double the maximum size of its long-term bond buyback operations sparked an 18% surge in Bitcoin's price over two days.

Despite the volatility, the chart still shows clear reference levels that traders watch, with resistance at $100,000 and support at $60,000-$61,300. The 200-week moving average has acted as a multi-year demand zone in prior cycles and remains a structural backstop.

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