VanEck Predicts Bitcoin Rally: Nasdaq 100 Decoupling Signals Explosive Growth
Written by Ohris M. Greyoon, Blockchain & Crypto Expert
Source: Coinmarketcap
Updated: Dec 23 2025- Market Decoupling Signal: Bitcoin has underperformed the Nasdaq 100 by approximately 50% this year, yet VanEck's David Schussler suggests this decoupling may indicate an impending independent rally for Bitcoin, providing new opportunities for investors.
- Rise of Scarce Assets: Schussler highlights that increased government spending and central bank liquidity expansion will drive the 'debasement trade', enhancing Bitcoin's appeal as a scarce asset, as historically, similar conditions have often preceded strong rebounds in Bitcoin's price.
- Impact of Economic Environment: As government spending rises, liquidity also increases, which typically benefits scarce assets like Bitcoin and gold; Schussler believes the current economic conditions create a solid foundation for Bitcoin's future growth.
- Historical Patterns Reemerge: Bitcoin has historically shown strong independent rallies following decoupling from traditional assets, and the current 50% decoupling mirrors patterns seen before previous major rebounds, indicating Bitcoin's maturation as an asset class.
About the author
Ohris M. Greyoon
Ohris M. Greyoon holds a Master’s in Computer Science from MIT and has 10 years of experience in blockchain technology and cryptocurrency markets. A pioneer in decentralized finance (DeFi) analysis, he leads Intellectia’s Crypto News, offering cutting-edge insights into digital assets.
