Major Wealth Manager's Crypto Optimism: Charles Schwab Sees Bitcoin Upside as Fed Policy Reshapes 2026

The macroeconomic tailwinds are aligning for cryptocurrency enthusiasts looking ahead to 2026. Charles Schwab, one of the nation’s largest investment platforms, is signaling a constructive stance on Bitcoin despite recent market volatility, with CEO Rick Wurster pointing to monetary stimulus dynamics as a key driver.

Wurster’s rationale centers on the confluence of loose monetary conditions ahead. Quantitative easing initiatives and the Federal Reserve’s bond-purchasing activities are expected to inject liquidity into financial markets, while simultaneously weakening demand for traditional U.S. Treasury securities. This environment historically tends to benefit assets perceived as hedges against monetary expansion—a category Bitcoin has increasingly occupied in institutional portfolios.

Institutional Adoption Accelerates

Charles Schwab’s commitment to the crypto ecosystem extends beyond philosophical positioning. The platform already facilitates trading in Solana and Micro Solana futures contracts, allowing clients exposure to the network’s native token. More significantly, the company is gearing up to launch spot cryptocurrency trading capabilities during the first half of 2026, marking a notable expansion into direct digital asset custody and trading.

This move represents a meaningful step in mainstream financial infrastructure embracing crypto assets. Spot trading services—where clients purchase and hold actual cryptocurrencies rather than derivatives—signal Charles Schwab’s confidence in regulatory clarity and institutional appetite for legitimate on-platform holdings.

What This Means for Bitcoin

The positioning from Charles Schwab reflects broader institutional recognition that Bitcoin’s investment case strengthens when traditional fixed-income yields collapse and real returns turn negative. As monetary policy remains accommodative through 2026, the narrative supporting Bitcoin as an inflation hedge and alternative store of value gains institutional credibility—precisely the demographic that Charles Schwab serves.