Tom Lee predicts a Bitcoin correction in 2026 without structural disruption.

• Fundstrat projects Bitcoin correction in 2026.
• Volatility affects Ethereum and altcoins in the short term.
• Declines reinforce the long-term thesis of cryptocurrencies.

Recent Bitcoin volatility has reignited debates about the market's direction in 2026. While public discourse remains confident, internal analyses by Fundstrat indicate a scenario of more cautious adjustment at the beginning of next year, with the possibility of a significant price correction.

Tom Lee, co-founder of the asset management firm, maintains a constructive outlook when speaking to the market, emphasizing that "This is a correction, not a collapse." This phrase summarizes the prevailing interpretation within the company, which does not see the movement as the beginning of a prolonged downturn, but as a readjustment within a maturing market.

According to internal projections Bitcoin could fall back to the $60 to $65 range in the first months of 2026. The central factor behind this expectation is the macroeconomic environment, marked by tighter liquidity, greater political uncertainty, and reduced appetite for risk assets.

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Another point of attention involves technical volatility. The concentrated expiration of Bitcoin and Ethereum options contracts tends to intensify price swings, amplifying short-term movements. In this context, Bitcoin usually absorbs the initial impact, serving as a barometer for the rest of the market.

Caution isn't limited to the leading digital asset. Fundstrat also projects pressure on Ethereum, with prices potentially approaching the $2.000 region during the first half of 2026. Other cryptocurrencies with higher volatility, such as Solana, appear to be more sensitive should global financial conditions become even more restrictive.

Despite this, the projected levels are not seen as destructive to the market. Internally, the asset manager interprets these ranges as reorganization points, where strategic positioning can improve after reduced volatility and price structure adjustments.

The long-term thesis remains consistent. For Fundstrat, corrections are part of the trajectory of cyclical markets like cryptocurrencies and usually precede periods of more sustained growth. The expectation is that, after a more pressured start to the year, the second half of 2026 will present more stable conditions for a gradual recovery.

Among investors, the interpretation has been pragmatic. The difference between the optimistic public tone and private caution is seen as common practice in financial institutions, balancing market confidence with risk management in a more balanced pricing environment.