Fundstrat Warns Clients of Potential Crypto Price Drop in Early 2026: Bitcoin, Ethereum, and Solana at Risk
- What’s Inside the Leaked Fundstrat Report?
- How Low Could Bitcoin, Ethereum, and Solana Go?
- Why the Short-Term Pessimism?
- Long-Term Optimism: A Buying Opportunity?
- What’s Next for Crypto Investors?
- FAQs: Your Crypto Concerns Addressed
Fundstrat Global Advisors has reportedly alerted clients to brace for a significant correction in Bitcoin (BTC), ethereum (ETH), and Solana (SOL) prices in early 2026, according to a leaked internal document. The report, attributed to Sean Farrell, Head of Digital Asset Strategy, contradicts recent bullish statements by Fundstrat’s Tom Lee. Bitcoin could drop to $60K–$65K, Ethereum to $1.8K–$2K, and Solana to $50–$75. Despite short-term bearishness, the firm remains long-term optimistic, viewing the dip as a buying opportunity ahead of a mid-2026 recovery. Here’s the full breakdown.
What’s Inside the Leaked Fundstrat Report?
The document, labeled "Cryptocurrencies – Strategy" and marked for client use only, predicts a 10–15% decline in crypto prices during H1 2026. Screenshots circulated widely on X (formerly Twitter), sparking debates. Notably, the forecast clashes with Tom Lee’s earlier projections of BTC hitting $250K by January 2026 and ETH reaching $5.5K–$15K by late 2025. Fundstrat hasn’t publicly confirmed the leak, but crypto-focused accounts insist it’s authentic.
How Low Could Bitcoin, Ethereum, and Solana Go?
The report outlines specific price ranges:
- Bitcoin (BTC): $60,000–$65,000 (down from current ~$88,232)
- Ethereum (ETH): $1,800–$2,000 (down from current ~$2,985)
- Solana (SOL): $50–$75 (current price not specified)
Data from CoinMarketCap shows BTC and ETH have already dipped 2.3% and 4.3% this week, respectively. ETH remains 42% below its all-time high from August.
Why the Short-Term Pessimism?
The report cites regulatory uncertainties, midterm U.S. elections, and Federal Reserve leadership changes as near-term headwinds. However, Tom Lee argues favorable AI-linked regulations and real-world asset (RWA) tokenization could eventually propel ETH to $12,000. He likened Ethereum’s current phase to its "1971 moment"—a reference to Bitcoin’s early consolidation before bull runs.
Long-Term Optimism: A Buying Opportunity?
Fundstrat expects markets to rebound strongly by H2 2026. Lee’s earlier comments at Binance Blockchain Week Dubai emphasized ETH’s undervaluation, with BitMine Immersion Technologies (affiliated with Lee) accumulating 3.9M ETH ($11.81B)—3.28% of total supply. ARK Invest’s podcast even speculated ETH might flip BTC in market cap as Wall Street adopts tokenization.
What’s Next for Crypto Investors?
While short-term volatility looms, the firm advises clients to monitor:
- Regulatory shifts: Pro-business policies could accelerate recovery.
- RWA tokenization: ETH’s role in digitizing stocks, bonds, and real estate.
- Fed policies: Interest rate decisions impacting risk assets.
As of now, BTCC analysts suggest dollar-cost averaging during dips, citing historical post-correction rallies.
FAQs: Your Crypto Concerns Addressed
Is Fundstrat’s 2026 crash prediction reliable?
Unconfirmed leaks should be taken cautiously. Cross-reference with CoinMarketCap data and mainstream reports like Bloomberg.
Should I sell my ETH before 2026?
Not necessarily. Fundstrat views the drop as temporary, with ETH potentially reaching $12K long-term.
How does Solana fit into this?
SOL’s predicted $50–$75 range reflects its higher volatility. Monitor developer activity and NFT trends for signals.
