QCP outlines three scenarios for Bitcoin in Q4 2026
- —QCP's base case is BTC consolidating between $80,000 and $90,000
- —Accumulation zone at $80,000–82,000, trim exposure at $88,000–90,000
- —US spot BTC and ETH ETFs have bled $986.3 million since early October
- —A drop below $68,000–70,000 is possible on rising oil and rates
Why it matters: Nearly $1 billion in ETF outflows and restrictive Fed policy are capping Bitcoin, making a move above $100,000 unlikely without a return of capital inflows.
Source: Comparic