đ˛đ˛ Bitcoin or Ethereum to $62,000? Fundstrat Releases Contrasting 2026 Outlookâłđ
Fundstratâs latest market outlook has sparked debate across the crypto community after presenting conflicting expectations for Bitcoin and Ethereum in 2026. While Tom Lee, Fundstratâs CIO and a long-time crypto bull, continues to promote aggressive upside targets, the firmâs internal strategy report paints a more cautious near-term picture.
Tom Leeâs Bullish Ethereum Thesis đ
Tom Lee recently reaffirmed his $62,000 Ethereum price target for 2026, arguing that ETH could become the core infrastructure for tokenized finance. Speaking at industry events, Lee highlighted macro tailwinds, institutional adoption, and blockchain-based financial systems as major drivers behind his optimism.
Previously, Lee has also projected Bitcoin reaching six-figure territory, reinforcing his view that crypto remains in a long-term structural growth phase.
Fundstratâs Internal Strategy Signals Caution â ď¸
In contrast, screenshots of a Fundstrat 2026 crypto strategy report circulated online suggest a more defensive stance. The report reportedly warns of market headwinds in early 2026 for major assets such as Bitcoin, Ethereum, and Solana, while still acknowledging the potential for a strong recovery in the second half of the year.
Although the document has not been publicly released, it has been verified as an internal client report, highlighting a notable divergence between Leeâs public outlook and Fundstratâs broader strategic positioning.
Market Snapshot
At the time of writing:
âĄď¸ Bitcoin (BTC) trades near $88,180
âĄď¸ Ethereum (ETH) trades around $2,980
Both assets remain range-bound, reflecting broader market uncertainty.
The contrast between Tom Leeâs bullish long-term vision and Fundstratâs cautious internal outlook underscores a key reality of crypto markets: multiple scenarios remain possible. For investors, understanding both optimism and risk is essential when navigating long-term market cycles.


