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CoinShares says BTC faces hurdles clearing $80K without inflation, policy shift

September 18, 2026, 11:55 AM
Bitcoin’s full-fledged recovery has been delayed by the Federal Reserve’s hawkish stance and setbacks to the U.S. CLARITY Act, and BTC is unlikely to decisively break above $80,000 unless inflation expectations or monetary policy expectations shift significantly, CoinShares Head of Research James Butterfill said. Butterfill added, "클래리티법은 차질을 빚었지만 스테이블코인 규제와도 직결된 만큼 내년 초 수정안이 다시 추진될 수 있다" and said the impact of regulatory uncertainty could be greater for altcoins such as ETH than for BTC.

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