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Bitcoin ranks near bottom in 2026 performance, Steven Lubka notes

Bitcoin ranks near bottom in 2026 performance, Steven Lubka notes
Bitcoin lags in 2026, capital may rotate

Steven Lubka said Bitcoin is the second worst performing asset of 2026 and suggested that capital rotation could occur from managers who wanted to own Bitcoin but were unwilling to buy at the peak of the ETF rally.

Lubka has previously discussed changes in market participation, noting that yields have declined and market breadth has increased. He has also addressed market incentives, arguing that U.S. companies should be free to offer shares to children. These comments reflect his ongoing focus on shifts in asset allocation and market structure.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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