Fundstrat analysts are signaling divergent scenarios for Bitcoin’s trajectory in 2026. One internal thread envisions a pullback in the first half of the year, while another projects new highs arriving soon after. Sean Farrell, Fundstrat’s head of digital asset strategy, reportedly told clients that the base case envisions Bitcoin moving down toward $60,000–$65,000 in the first half of 2026. The same materials also outline potential buying opportunities should markets correct, with Ethereum around $1,800–$2,000 and Solana near $50–$75.
By contrast, Tom Lee, Fundstrat’s co-founder, has publicly argued for new all-time highs in early 2026, with some estimates pointing as high as $200,000 by late January 2026. He emphasizes macro drivers, institutional flows, and cycle dynamics as reasons for continued upside. The reports suggest the two views reflect different analytical roles within the firm: one focused on portfolio-level downside planning and the other on longer-term macro scenarios.
Fundstrat analysts outline two distinct paths for Bitcoin in 2026. One scenario envisions a pullback in the first half of the year toward the $60,000–$65,000 range, with potential buying opportunities if markets correct. The same materials also point to near-term levels for other assets, including Ethereum around $1,800–$2,000 and Solana near $50–$75.
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