VanEck verwacht dat 2026 ondanks recente correcties een uitgesproken risk-on jaar wordt voor beleggers. Dat stelt CEO Jan van Eck in de kwartaalvisie voor Q1 2026VanEck verwacht dat 2026 ondanks recente correcties een uitgesproken risk-on jaar wordt voor beleggers. Dat stelt CEO Jan van Eck in de kwartaalvisie voor Q1 2026

VanEck: 2026 wordt risk-on jaar ondanks breuk in Bitcoin cyclus

2026/01/14 02:02
5 min read
VanEck verwacht dat 2026 ondanks recente correcties een uitgesproken risk-on jaar wordt voor beleggers. Dat stelt CEO Jan van Eck in de kwartaalvisie voor Q1 2026. Opvallend is dat deze optimistische houding samengaat met de constatering dat Bitcoin zijn traditionele vierjarige cyclus heeft doorbroken, historisch juist een belangrijk ankerpunt voor cryptobeleggers. Check onze Discord Connect met "like-minded" crypto enthousiastelingen Leer gratis de basis van Bitcoin & trading - stap voor stap, zonder voorkennis. Krijg duidelijke uitleg & charts van ervaren analisten. Sluit je aan bij een community die samen groeit. Nu naar Discord Meer grip op monetair beleid Volgens VanEck is het beleggingsklimaat fundamenteel veranderd. Waar de afgelopen jaren zijn gekenmerkt door macro-onzekerheid, is er nu juist sprake van uitzonderlijke duidelijkheid over fiscaal en monetair beleid. Die voorspelbaarheid vormt volgens de vermogensbeheerder een vruchtbare bodem voor risicovollere allocaties. VanEck wijst in haar rapport expliciet naar de rol van de Amerikaanse minister van Financiën Scott Bessent. In interviews eind 2025 stelt Bessent dat de huidige rente “normale niveaus” weerspiegelt en geen agressieve verlagingen vereist. De markt rekent daardoor op slechts 25 tot 50 basispunten aan rente-aanpassingen in heel 2026. Volgens Van Eck helpt deze boodschap om verwachtingen te verankeren. Ook de kritiek van Bessent op overmatige quantitative easing na de coronapandemie, die hij in verband brengt met aanhoudende inflatiedruk, draagt bij aan een geloofwaardiger beleidskader. https://t.co/K0FkMxj2yv — VanEck (@vaneck_us) January 12, 2026 Tegelijk verbetert de Amerikaanse begrotingspositie. VanEck verwacht dat het begrotingstekort in fiscaal 2026 daalt tot 5,5% van het bbp of lager, aanzienlijk gunstiger dan sommige ramingen op Wall Street. Dat ondersteunt de stabiliteit van lange rentes en verlaagt systeemrisico’s. AI na correctie weer aantrekkelijk Een van de belangrijkste thema’s voor 2026 is volgens VanEck kunstmatige intelligentie. Na forse correcties eind 2025 zijn de waarderingen aanzienlijk genormaliseerd. Bedrijven die zwaar leunen op schuldfinanciering voor datacenters zagen hun aandelenkoersen in sommige gevallen meer dan 50% dalen vanaf de pieken in de zomer. Volgens Van Eck is daarmee “de bubbel grotendeels leeggelopen” en ontstaat opnieuw ruimte om AI-posities op te bouwen. Zelfs grote technologiebedrijven met stevige vraag naar compute-capaciteit en tokens, zoals Oracle, corrigeerden fors vanaf wat hij omschreef als “nosebleed valuations”. Ook aandelen rond nucleaire energie, cruciaal voor de elektriciteitsvraag van AI, zijn opnieuw geprijsd met een aantrekkelijker risico-rendementsprofiel. Welke crypto nu kopen?Lees onze uitgebreide gids en leer welke crypto nu kopen verstandig kan zijn! Welke crypto nu kopen? Het is officieel 2026 en dus is er weer het nodige veranderd op de cryptomarkt. Dat zorgt ook voor veel nieuwe kansen, en dus zien analisten kansen voor een flinke beweging omhoog. Eén vraag komt telkens terug: welke crypto moet je nu kopen? In dit artikel bespreken we de munten die in… Continue reading VanEck: 2026 wordt risk-on jaar ondanks breuk in Bitcoin cyclus document.addEventListener('DOMContentLoaded', function() { var screenWidth = window.innerWidth; var excerpts = document.querySelectorAll('.lees-ook-description'); excerpts.forEach(function(description) { var excerpt = description.getAttribute('data-description'); var wordLimit = screenWidth wordLimit) { var trimmedDescription = excerpt.split(' ').slice(0, wordLimit).join(' ') + '...'; description.textContent = trimmedDescription; } }); }); Private credit en goud als alternatieven Naast AI ziet VanEck kansen in private credit. Business development companies bieden na een zwak 2025 opnieuw aantrekkelijke instappunten, met rendementen rond 9%. Zorgen over variabele rentes en incidenten in private markten hebben waarderingen gedrukt, maar volgens VanEck zijn die risico’s inmiddels grotendeels ingeprijsd. Ook goud blijft structureel aantrekkelijk, zo stellen ze. Centrale banken blijven goud accumuleren, terwijl de wereldwijde afhankelijkheid van de dollar afneemt. VanEck noemt geopolitieke spanningen, onder meer in Latijns-Amerika, als factor die het monetaire karakter van goud versterkt. Hoewel de korte termijn technisch oververhit oogt, ziet de vermogensbeheerder correcties als koopmomenten binnen een trend die tot ver na 2028 kan aanhouden. Bitcoin breekt met historisch patroon Tegenover deze risk-on visie staat een voorzichtiger toon over Bitcoin. De bekende vierjarige cyclus, waarin post-halving jaren vaak sterk presteren, is in 2025 doorbroken. Bitcoin was zelfs een van de zwakst presterende grote assets dat jaar. VanEck waarschuwt daarom voor zijwaartse bewegingen in de komende drie tot zes maanden. Dat beeld sluit aan bij signalen van afnemende kapitaalinstroom, zoals eerder benoemd door CryptoQuant. Binnen VanEck zelf zijn de meningen verdeeld: sommige analisten blijven positiever op de korte termijn, maar de officiële outlook kiest voor voorzichtigheid. De kernboodschap van VanEck is helder: 2026 is geen defensief jaar, ondanks ruis rond crypto. Met meer beleidszekerheid, verbeterde waarderingen en structurele trends in AI, private credit en goud, ziet de vermogensbeheerder ruimte voor hernieuwde risicobereidheid, zelfs nu Bitcoin tijdelijk zijn richting lijkt te hebben verloren. Best wallet - betrouwbare en anonieme wallet Best wallet - betrouwbare en anonieme wallet Meer dan 60 chains beschikbaar voor alle crypto Vroege toegang tot nieuwe projecten Hoge staking belongingen Lage transactiekosten Best wallet review Koop nu via Best Wallet Let op: cryptocurrency is een zeer volatiele en ongereguleerde investering. Doe je eigen onderzoek.

Het bericht VanEck: 2026 wordt risk-on jaar ondanks breuk in Bitcoin cyclus is geschreven door Wessel Simons en verscheen als eerst op Bitcoinmagazine.nl.

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