Crypto Twitter erupted this weekend after screenshots surfaced showing seemingly contradictory Bitcoin forecasts from Fundstrat leadership.
• Sean Farrell (Head of Digital Asset Strategy) outlined a base-case risk scenario where $BTC could retrace to $60K–$65K in H1 2026
• Tom Lee, meanwhile, suggested Bitcoin could print new all-time highs as early as early 2026
🤯 Conflicting views… or strategic clarity?
A Fundstrat client stepped in to cool the debate, explaining that these views are not contradictions they’re different lenses.
🔹 Farrell focuses on portfolio risk management: downside protection, flows, and cost-basis discipline
🔹 Lee looks at macro liquidity cycles and structural market shifts, remaining long-term bullish
🔹 Mark Newton operates independently on pure technical structure, not narratives
💬 Tom Lee’s response?
“Well stated.”
A subtle but powerful confirmation that the interpretations align.
📌 Bottom line:
Fundstrat isn’t confused they’re layered.
Short-term risk awareness. Long-term structural bullishness.
The real edge? Knowing which lens to use and when.
$BTC #USNonFarmPayrollReport #BTC
