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HERE COMES VANGUARD: Why Bitcoin Hits New All-Time Highs in 2026
Episode 247

HERE COMES VANGUARD: Why Bitcoin Hits New All-Time Highs in 2026

In this episode, Nik sits down with Dr. André Dragosch of Bitwise to break down why large institutional capital is lining up behind Bitcoin heading into 2026. They explore ETF flows, treasury company demand, wirehouse adoption, & why Vanguard’s green light marks a major shift in access for traditional investors. André explains how global growth expectations, bond market stress, & falling confidence in sovereign debt are reshaping capital allocation, setting the stage for Bitcoin to push toward new all-time highs as long-term selling fades and institutional demand accelerates.

The Bitcoin Layer · André Dragosch, Nik Bhatia

December 23, 202549m 57s

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Show Notes

In this episode, Nik sits down with Dr. André Dragosch of Bitwise to break down why large institutional capital is lining up behind Bitcoin heading into 2026. They explore ETF flows, treasury company demand, wirehouse adoption, & why Vanguard’s green light marks a major shift in access for traditional investors. André explains how global growth expectations, bond market stress, & falling confidence in sovereign debt are reshaping capital allocation, setting the stage for Bitcoin to push toward new all-time highs as long-term selling fades and institutional demand accelerates.

Find André's work here:

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Topics

vanguard bitcoinbitcoin 2026bitcoin all time highsbond marketsinflationinstitutional bitcoinbitcoin price outlookmacro economicsbitcoin adoptionfinancial marketsbitcoin etfnik bhatiatreasury yieldsglobal liquiditybitcoinmacro bitcointhe bitcoin layerrisk assetscapital flows