Chase Guo, a former Binance business development executive, predicts Bitcoin will reach a new all-time high in 2026 — but not for the reasons most market participants expect. His view centers on liquidity engineering rather than halving cycles, retail euphoria, or macro tailwinds. Guo argues that crypto asset pricing is governed by three dominant forces: liquidity, attention, and token holder structure, shaping short- to mid-term price trends. In this framework, long-term fundamentals often take a back seat.
When consensus forms, it becomes a target,” he implied, pointing to historical episodes where crowded positioning led to rapid liquidations and sharp price reversals before new trends emerged. “In his view, the next Bitcoin ATH could emerge from such a liquidity squeeze scenario — where positioning, derivatives exposure, and capital rotation align to force price discovery beyond previous highs.” “Bitcoin’s market capitalization currently sits at a fraction of gold’s, leaving room for expansion if global liquidity conditions remain supportive.” “Unlike prior cycles fueled by retail enthusiasm, meme-driven speculation, or halving hype, the predicted 2026 rally may stem from structural liquidity dynamics embedded in crypto’s maturing market infrastructure.”
Guo’s comments gain weight against a backdrop of regulatory scrutiny and public allegations around Binance. The US SEC has previously questioned opaque market-making and concentration of liquidity, underscoring systemic risks during stress. The 2025 flash crash at Binance, including order delays and wild price wicks, has intensified calls for greater transparency. During the sharp selloff, which hit Bitcoin and major altcoins within minutes, users reported order delays, disabled functions, and unusual price wicks.
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