PANews reported on February 12th that, according to CoinDesk, JPMorgan Chase has raised its expectations for the cryptocurrency market in its latest research report, believing that despite the recent sharp market correction, institutional inflows and regulatory clarity will support a recovery for digital assets in 2026. The bank noted that institutional investors are expected to lead the inflow of funds into digital assets in 2026, driving the market higher. Although Bitcoin briefly fell below its estimated production cost of $77,000, this level has historically served as soft support, and the market has a self-regulating ability. Meanwhile, since October of last year, gold has significantly outperformed Bitcoin, but gold volatility has risen in tandem, increasing Bitcoin's relative attractiveness.

JPMorgan Chase stated that further progress on crypto legislation such as the Clarity Act in the United States would provide necessary regulatory certainty for institutional participation. Analysts believe that institutional interest is currently outperforming retail investor interest, creating conditions for a rebound after fund rotation resumes.