Ethereum News Today: Fundstrat's Crypto Outlook Splits on 2026, Pressuring ETH Outlook

Generated by AI AgentNyra FeldonReviewed byAInvest News Editorial Team
Saturday, Dec 20, 2025 2:48 am ET1min read
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ETH
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Aime RobotAime Summary

- Fundstrat's internal report warns of 2026 crypto correction, predicting

Bitcoin
at $60k-$65k and
Ethereum
at $1,800-$2,000 by mid-year.

- Managing partner Tom Lee contradicts this, calling Ethereum's $3k price "undervalued" and projecting up to $60k if market potential is realized.

- The divergence highlights crypto market debates over timing, with Fundstrat citing macro risks like trade policy shifts and weak AI returns as correction triggers.

- Lee's bullish stance aligns with Ethereum's historical growth patterns, contrasting with internal caution about pre-stabilization risk asset pressure.

A new internal report from Fundstrat Global Advisors has raised concerns about a potential crypto market correction in early 2026. The document, attributed to the firm's digital asset strategy team, warns of a significant drawdown for major cryptocurrencies before the year's midpoint.

According to the report
,
Bitcoin
could fall to $60,000–$65,000, while
Ether
and
Solana
are projected to drop to $1,800–$2,000 and $50–$75, respectively.

The report's author, Sean Farrell, head of digital asset strategy at Fundstrat, reportedly views these levels as opportunities for "extremely attractive positioning" later in the year. The document, however, has not been officially released by the firm and remains unverified at the time of publication.

According to the report
, it has already drawn attention from crypto-focused figures like Wu Blockchain, who claim it was shared with internal clients.

The internal outlook starkly contrasts with public statements from Tom Lee, Fundstrat's managing partner and head of research. At Binance Blockchain Week in Dubai, Lee expressed bullish sentiment about

Ethereum
, calling its price around $3,000 "grossly undervalued."
According to Lee
, he also argued that Ether's price could approach $12,000 if it returned to its historical ratio against Bitcoin, and even suggested a $60,000 level if Ethereum fully capitalized on its market potential.

Why the Standoff Happened

The divergence in Fundstrat's internal strategy and Tom Lee's public stance highlights a broader debate within the crypto space about timing and market structure. Fundstrat's internal note emphasizes macroeconomic risks in early 2026, including renewed trade policy volatility, weaker AI investment returns, and uncertainty around central bank leadership.

These factors
, the report suggests, could pressure risk assets and trigger a deeper correction before conditions stabilize.

Lee's public comments, by contrast, focus on Ethereum's long-term fundamentals and potential for explosive growth. He has previously drawn parallels between Ethereum's trajectory and Bitcoin's 100-fold increase since 2017, suggesting that the same "supercycle" may now apply to ETH. His firm's aggressive accumulation of Ethereum through BitMine also underscores a long-term bullish view.