Fundstrat | Crypto

Fundstrat’s Tom Lee, who is also the chair of Ethereum treasury firm BitMine, still expects Bitcoin to set a new high this year. Fundstrat head of research Tom Lee has warned investors to brace for a “painful decline” across the crypto and stock markets in 2026 amid geopolitical tension, before a recovery towards the end of the year. In an interview on Tuesday with The Master Investor Podcast with Wilfred Frost, Lee said 2026 will mirror 2025 with tailwinds for the blockchain and AI industries, but risks from tariffs and political divides would hold the market back from a sustained rally initially. Lee estimated a stock market correction of 15% to 20% this year, but added, “I think we really finish the year strong,” in part due to a more dovish US Federal Reserve and the conclusion of quantitative tightening last year. Read more

A debate on X over seemingly conflicting bitcoin forecasts from Fundstrat analysts drew a response from Tom Lee, highlighting differing mandates and time horizons.

A circulating report attributed to Fundstrat warns of a potential crypto drawdown in early 2026, setting downside targets for Bitcoin, Ether and Solana. A circulating report attributed to Fundstrat Global Advisors has outlined a bearish outlook for cryptocurrencies that appears to clash with Tom Lee’s recent public comments. According to screenshots shared on X, the document, which appears to be Fundstrat’s internal 2026 crypto strategy guidance, warns of a “meaningful drawdown” in the first half of 2026. The report sets downside targets of Bitcoin (BTC) falling to $60,000–$65,000, Ether (ETH) dropping to $1,800–$2,000, and Solana (SOL) declining to $50–$75 before potentially presenting buying opportunities later in the year. The material has not been publicly released by Fundstrat, and its authenticity has not been independently confirmed by Cointelegraph at the time of publication. However, multiple crypto-focused accounts, including Wu Blockchain, claim the document was distributed to internal clients. Rea...

A circulating report attributed to Fundstrat warns of a potential crypto drawdown in early 2026, setting downside targets for Bitcoin, Ether and Solana. A circulating report attributed to Fundstrat Global Advisors has outlined a bearish outlook for cryptocurrencies that appears to clash with Tom Lee’s recent public comments. According to screenshots shared on X, the document, which appears to be Fundstrat’s internal 2026 crypto strategy guidance, warns of a “meaningful drawdown” in the first half of 2026. The report sets downside targets of Bitcoin (BTC) falling to $60,000–$65,000, Ether (ETH) dropping to $1,800–$2,000, and Solana (SOL) declining to $50–$75 before potentially presenting buying opportunities later in the year. The material has not been publicly released by Fundstrat, and its authenticity has not been independently confirmed by Cointelegraph at the time of publication. However, multiple crypto-focused accounts, including Wu Blockchain, claim the document was distributed to internal clients. Rea...

Fundstrat’s Tom Lee believes the recent excitement around digital asset treasuries (DATs) is cooling, but his confidence in Ethereum remains firm. The post Fundstrat’s Tom Lee Says Treasury Hype Fades, But Backs $1.5B Ether Buy appeared first on Cryptonews.