Internal projections point to early 2026 downside for Bitcoin, Ethereum, and Solana, contrasting optimistic market narratives
A circulating internal outlook attributed to Fundstrat Global Advisors is drawing attention across the crypto market after outlining a potential pullback in early 2026 for major digital assets. The report contrasts sharply with recent bullish public commentary from senior figures associated with the firm, highlighting a growing divergence between internal risk modeling and external market messaging.
Fundstrat Internal Crypto Forecast for 2026
According to widely shared screenshots, the internal document warns of a “meaningful drawdown” in the first half of 2026. The projections reportedly set downside price ranges of $60,000–$65,000 for Bitcoin, $1,800–$2,000 for Ethereum, and $50–$75 for Solana. These levels are framed as potential accumulation zones rather than long-term bearish targets, suggesting a cyclical correction rather than structural weakness.
The report is said to have been authored by the firm’s digital asset strategy leadership and distributed privately to select clients. While the document has not been publicly released or formally confirmed, multiple market observers claim it reflects internal strategy discussions.
The internal caution stands in contrast to recent public statements projecting aggressive upside. Public forecasts have highlighted Bitcoin targets as high as $250,000 and described Ethereum as significantly undervalued near current levels. Long-term valuation models based on historical ETH/BTC ratios have been used to justify substantially higher Ethereum price scenarios over time.
Despite near-term caution, affiliated investment entities have continued accumulating Ethereum, with holdings reportedly exceeding 3% of total ETH supply. This suggests a strategic distinction between short-term volatility expectations and long-term conviction.
Disclaimer
This content is for informational purposes only and does not constitute financial, investment, or legal advice. Cryptocurrency trading involves risk and may result in financial loss.