My Worst Case Scenario For Crypto in 2026… (FINALLY REVEALED)

"My base case is a meaningful drawd down in the first half of 2026 with ... Salana $50 to $75."

"the bull case was 150K in January, invalidating the four-year cycle, this is what Tom Lee was saying publicly he thinks could happen."

"if the 4year cycle is intact I would expect a bounce from last cycles all-time high 60 65k maybe up to this resistance up here around 95k 100k and then we would see maybe a final capitulation at 56k"

"The balance of probabilities is that this cycle extends well into 2026. In that world, the 4-year cycle is dead."

"So, we think next year could be somewhat of a Goldilocks year. And... growth will be much stronger and importantly inflation will be much much lower than it has been with tariffs... at some point it could drop to zero or below zero if we're right on uh oil continuing to fall and rents falling."

"Fidelity is predicting that 2026 will be a down year with support for Bitcoin currently at the 65K to 75K price range."

"he still believes that Bitcoin is extremely oversold. Ethereum is extremely oversold. we'll see a bounce and we'll see a new all-time high in January. That's still what he believes."

"Until you close three days, three days in a row above 92,000, I think the downtrend is in place and you have to be very careful that it could extend further than what you believe."

"My base case is a meaningful drawd down in the first half of 2026 with Bitcoin falling to 6065K, Ethereum to 1,800 to 2,000 and Salana $50 to $75."

"I suspect that sometime in Q1 to Q3, we find a durable low and rally into year end, effectively ending the four-year cycle with a shorter and shallower bare market than in previous cycles."

"if we're right, uh growth will be much stronger and importantly inflation will be much much lower than it has been with tariffs. ... it could drop to zero or below zero if we're right on uh oil continuing to fall and rents falling."