Fundstrat Predicts Significant Correction in the Crypto Market in the First Half of 2026

According to an internal Fundstrat report published on December 17, 2025, the fund expects a substantial drop in prices for major cryptocurrencies in the first half of 2026. According to the base scenario developed by the head of digital asset strategy, Sean Farrell, Bitcoin (BTC) could drop to the level of $60,000 - $65,000, Ethereum (ETH) - to $1,800 - $2,000, and Solana (SOL) - to $50 - $75. This warning comes amid the current bull market, where current prices are: BTC - $87,392 (up 0.6% in 24 hours), ETH - $2,938 (up 0.2%), SOL - $122 (up 1.5%).

The Fundstrat report, founded by Tom Lee, contrasts with Lee's own public statements. Recently at Binance Week, he claimed that ETH looks "extremely undervalued" at a price of around $3,000 and predicted it would reach $15,000 by the end of 2025. However, in the internal document for clients, the fund advises preparing for a "significant correction" that could create attractive buying opportunities closer to the end of the year. Farrell explained this discrepancy with different approaches: his analysis is focused on active portfolio management with a high crypto allocation, while Lee's forecasts are aimed at large institutions with 1–5% allocation in BTC and ETH, with an emphasis on long-term macro trends.

This information has sparked lively discussions in the crypto community. On the X platform, users note a possible contradiction between public statements and internal recommendations. For example, one post states:

"Classic setup: feed the public hopium to build liquidity, and tell paying clients when to dump."

Other commentators, such as @coinbureau, emphasize that Fundstrat continues to accumulate assets, for example, through BitMine (BMNR), which recently exceeded 4 million ETH in holdings at a price of $2,991 per coin.

According to our own research, similar forecasts from Fundstrat are not new. Tom Lee is known for his optimistic predictions, such as expecting BTC at $250,000 in the near future, but the fund also warns of potential risks. Analysts advise investors to play defense and wait for confirmation of market strength before entering new positions. If the correction occurs, it could become a "generational buying opportunity," as the report notes.

Experts emphasize that such forecasts are speculative and depend on macroeconomic factors, such as Fed policy, regulations, and institutional demand. Currently, the market remains resilient, but the signal from Fundstrat could affect trader sentiment in the short term.