Bitfinex: 9% dollar slide and 70/140 basis-point steepening may lift Bitcoin in 2026

At the start of 2026, Bitfinex analysts point to a structurally weaker dollar (down roughly 9% from January 2025) and a steepening Treasury curve—about 70 basis points on 2s10s and 140 basis points on 2s30s—as tailwinds for Bitcoin. Corporate accumulation persists, with Strategy Inc. at 673,783 BTC and BitMine adding 32,977 ETH last week.