COINOTAG News, December 19 — Goldman Sachs’ 2025-2026 Commodities Outlook flags a persistent oil-supply overshoot through 2026, averaging about 2 million barrels per day and Brent around $56 a barrel mid-year. The report also maintains a bullish gold view, targeting near $4,900 in 2026, underpinned by central-bank purchases and potential Fed cuts. As geopolitics and macro risk elevate gold, capital may flow to hedges, including Bitcoin and other cryptocurrency exposures amid liquidity shifts.

Traders should heed policy and supply dynamics, as Goldman Sachs projects monthly gold purchases near 70 tons and notes that even a modest 1-basis-point rise in private allocations could lift gold by about 1.4%. Such macro torque can ripple through digital assets, prompting prudent risk controls and clear data-driven strategies for cryptocurrency portfolios. Investors should monitor central-bank policy and cross-asset correlations when evaluating entries in Bitcoin and other large-cap tokens.