According to reports, Fundstrat analysts are sending mixed signals about Bitcoin’s path in 2026. One line of work inside the firm sees a noticeable pullback early next year, while another predicts new highs arriving soon after.
Sean Farrell, Fundstrat’s head of digital asset strategy, is reported to have told clients that a “base case” would see Bitcoin move down toward the $60,000–$65,000 range in the first half of 2026.
The same internal material attributes fallbacks for other major tokens — ETH toward about $1.8K–$2K and SOL near $50–$75 — which were framed as potential buying opportunities should markets correct.
Risk Models And Shorter Time Horizons
Farrell’s note, which has circulated as screenshots on social media and among clients, stresses risk management and the possibility of a meaningful drawdown before any sustained rally.
Fundstrat’s head of digital asset strategy, Sean Farrell, says $BTC to $60k as base case, 1H 2026.
Fundstrat’s hea
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