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Fundstrat Report Predicts Crypto Drop in 2026 Amid Conflicting Views

Morgan Blockwell by Morgan Blockwell
December 20, 2025
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Internal Fundstrat report hints at major crypto pullback in 2026, despite public optimism from Tom Lee.

  • Fundstrat’s leaked report predicts price drops for BTC, ETH, and SOL in early 2026.
  • Tom Lee publicly suggests Ethereum is undervalued and expects a market rally.
  • BitMine continues to buy millions in ETH despite bearish projections.

Leaked Report Suggests Market Dip in 2026

A document reportedly from Fundstrat Global Advisors warns about a large crypto price drop in 2026. The report hasn’t been officially confirmed, but it’s been shared widely by crypto accounts. It forecasts that Bitcoin could fall to $60,000–$65,000, Ethereum (ETH) to $1,800–$2,000, and Solana (SOL) to $50–$75 during the first half of the year. However, it suggests the dip may offer buying opportunities later on.

Key Fundstrat Figures Offer Different Views

This internal guidance, reportedly written by Sean Farrell, head of digital asset strategy at Fundstrat, contrasts with recent comments from Tom Lee, the firm’s head of research. At Binance Blockchain Week, Lee said Bitcoin could jump to $250,000 soon. He also said ETH, priced around $3,000, is “grossly undervalued.”

Lee explained that if ETH returns to long-term valuation levels compared to Bitcoin, it could hit $12,000 or even $22,000. In a more extreme case, he said ETH could be worth over $60,000, based on a 0.25 price ratio to BTC.

BitMine Keeps Buying Ether

Despite market doubts, Lee’s firm BitMine continues to buy large amounts of ETH. A report from December 8 showed the company holds 3.9 million ETH—more than 3.2% of the total supply. BitMine added over 138,000 ETH in one week alone. This aggressive buying shows strong belief in Ethereum’s long-term value, even as others warn of risks.

Cointelegraph asked Fundstrat for an official comment but received no response at the time of publication. While the leaked report suggests volatility ahead, Tom Lee and BitMine’s ongoing actions signal confidence in crypto’s potential growth.

Source: cointelegraph.com

Tags: bitcoin price forecastethereum price targetfundstrat crypto reportsolana market outlooktom lee ethereum

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