A document attributed to analysts at Fundstrat Global Advisors has appeared on social media, forecasting a significant correction in the crypto market in 2026. The material states that in the first half of 2026, Bitcoin could correct to around $65,000, alongside declines in Ethereum to $2,000 and Solana to $75. The authors note that such a correction might present an opportunity to buy promising assets at more favorable prices.
Fundstrat's 2026 Forecast
According to the circulated screenshot, analysts expect strong downward pressure on the digital asset market and specify target levels for key coins. The document indicates Bitcoin could fall to $65,000, Ethereum to $2,000, and Solana to $75, reflecting a scenario of notable price correction.
The authors also emphasize that the decline could open buying opportunities at better prices if investors and market participants are ready to take advantage of these levels. These points are outlined in the screenshot spreading online; however, the report itself has not been officially published.
Differences from Tom Lee's Public Statements
The forecasts in this document significantly differ from previous public statements by Fundstrat's managing partner, Tom Lee. He had earlier predicted Bitcoin rising to $250,000 in 2026 and Ethereum reaching $3,000 in the first half of the year, contrasting with the correction expectations in the circulated document.
If you want to compare different market assessments and expert opinions, additional views are available in the material — for example, read Tom Lee's opinions and those of other analysts discussing possible scenarios for 2026.
BitMine Activity and Ethereum Holdings
The text also highlights actions of entities related to Fundstrat; in particular, it notes that BitMine holds 3.8 million Ethereum on its balance sheet, representing more than 3% of the total supply, and has acquired an additional 138,000 Ethereum since the beginning of the month. These figures indicate the organization's long-term interest in Ethereum.
For additional context on Ethereum demand and institutional investments, you can refer to materials on the growing interest in Ethereum, which reveal reasons and consequences of such purchases; see the article on Ethereum demand growth.
Document Authenticity and Expert Reactions
It is important to note that Fundstrat Global Advisors have not officially published this report, and its authenticity remains unconfirmed. Meanwhile, sources indicate that copies of the document were circulated through the company’s internal channels, as reported by Wu Blockchain.
This situation means the material should be approached cautiously: it may reflect internal discussions but is not yet confirmed as an official public report and should be considered as one perspective on possible market developments.
Why This Matters
For miners, any significant price movement affects mining profitability due to changes in fiat-denominated returns and influences decisions on reinvesting or selling mined coins. If the predicted declines materialize, mining with fixed electricity and equipment costs will become relatively less profitable, potentially prompting operational plan revisions.
At the same time, part of the forecast explicitly points to buying opportunities at lower prices, which may be relevant for miners holding some coins and considering an averaging strategy. Even if unofficial, the document’s circulation impacts market participants’ expectations and may affect volatility.
What to Do?
- Check current mining profitability under different price scenarios: calculate returns at $65,000, $2,000, and $75 to understand break-even points.
- Consider diversifying the coins you hold and establish a policy for selling part of mined assets to cover electricity and equipment maintenance costs.
- Evaluate liquidity reserves for potential downturns: short periods of low prices may require covering operating expenses without forced sales at minimal levels.
- Monitor official Fundstrat releases and other verified sources before making long-term decisions; documents circulated via internal channels may not align with the company’s public stance.
For a broader understanding of last year's lessons and possible risk management strategies, you can read the review with key market lessons from 2025 in our collection key crypto market lessons 2025, which helps compare analysts’ conclusions and form your own approach.
