BBW: CMC Head of Research predicts a market comeback in Q1 2026

Key points

  • During the Binance Blockchain Week, Alice Liu and Yi He celebrated Binance's global community.
  • Liu believes that February and March will see a bull market again, based on a combination of macro indicators.
Rada Mateescu

Earlier today, during the Binance Blockchain Week event in Dubai, Alice Liu and Yi He celebrated Binance’s strong global community and the shared mission that’s powering the next wave of crypto adoption.

Liu also addressed her vision for Q1 2026, in line with the bullish expectations recently revealed by BitMine’s chairman, Tom Lee, Grayscale Research, and other important voices in the industry.

Alice Liu is the Head of Research at CMC, and Yi He, the co-founder of Binance, has just become the exchange’s co-CEO today.

Crypto Market Comeback in Q1 2026

Liu addressed the crypto market cycles at the BBW event on the Main Stage, highlighting that we’re going to see a market comeback in the first quarter of 2026. February and March will be a bull market again, based on a combination of macro indicators, she said, with predictions similar to the ones made by other industry key players recently.

Alice Liu at BBW 2025
Alice Liu at BBW 2025

Liu highlighted that recently, the CMC Fear and Greed Index hit a historical low at 10, pointing at Extreme Fear, but this was followed by a V-shaped market recovery amidst returning confidence in the industry.

At the moment of writing this article, the Fear and Greed Index points at 22, after leaving the Extreme Fear zone.

Fear and Greed Index on December 3rd - CMC
Fear and Greed Index on December 3rd – CMC

Catalysts for a 2026 Bull Market

In support of Liu’s predictions for an upcoming bull run at the beginning of next year, she mentioned more catalysts for the market, including the following:

  • An upcoming rate cut in the US – BlackRock also predicted that the Fed will cut interest rates next week at the FOMC meeting, and the current chances for a cut are at over 92%, CME Group data shows.
  • Stablecoin market cap’s ATH signals huge capital ready to enter the markets – As of December 3rd, the total stablecoin market cap is over $315 billion, with a total trading volume of almost $151 billion, up by more than 22% today, according to CMC data.

To understand the reasons for a potential upcoming bull run next year, Liu advises researching ETF/DAT flows, liquidity, and market cycle indicators.

A few days ago, we also highlighted that Bitcoin has already recorded its bottom and the market has plenty of reasons to stay optimistic from now on.

Increasing global adoption, clearer regulations in the crypto industry, paired with a huge institutional interest in Bitcoin and crypto, and the fact that the Fed finally ended QT in the US, are among the reasons to stay bullish for 2026.

The next year’s bullish moves in the crypto markets will also be supported by the crypto-AI intersection and collaboration, and by innovative trends entering the market, including predictions.

Trust Wallet’s latest Predictions integration is one of the best examples of how such innovations are redefining secure, user-friendly access to asset discovery in the ecosystem.

The subject was addressed at BBW by Eowyn Chen, the CEO at Trust Wallet.

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Romanian journalist turned Bitcoin advocate since 2017, promoting financial freedom and principled innovation - learn, adapt, build, defend truth. Embracing the future without compromising human values. Featured in Bloomberg, backed by Bitcoin ecosystem leaders, building on crypto.ro.