Crypto Market Update - July 2026

Wednesday, July 22, 2:00PM ET
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Event Agenda

Crypto has trailed the broader risk-on rally for most of the year, and even after bouncing off its early July lows, Bitcoin remains well off its peak. The tape has turned choppy, too, with a sharp momentum unwind in stocks and Middle East headlines sending oil surging again. Hanging over all of it is the elephant in the room: How the Clarity Act shakes out.

In the latest monthly Crypto Market Update, Sean Farrell and Mark Newton walked through a market caught between improving flows and a macro backdrop that is not quite there yet, and came back to the question on every crypto investor's mind:

Are the lows finally in, or is this just another bounce?

Watch the replay to hear Sean and Mark discuss:

• The shift in flows Sean keeps coming back to, and what it could mean for the weeks ahead
• How Sean is reading the latest bounce, and whether the setup has actually changed
• The signals beneath the surface Fundstrat is watching to judge whether a bottom is forming
• What a Clarity vote could mean for crypto and the crypto-linked equities Sean is watching ($HYPE, $COIN, $HOOD)
• Whether real yields, the Fed under Warsh, and liquidity are helping or holding crypto back
The Bitcoin and Ethereum levels Mark Newton is watching from here

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Panel of Speakers

Tom Lee

Mark L. Newton, CMT AC

Head of Technical Strategy

Mark Newton brings over 25 years of buy- and sell-side market experience to his role as Head of Technical Strategy at Fundstrat. Prior to joining Fundstrat, he was the Managing Member and Owner of Newton Advisors LLC, and previously worked at Diamondback Capital Management and Morgan Stanley as a Technical Strategist. Earlier in his career, he traded equity options as a market maker and floor trader on the CBOE and has extensive experience in risk management. He is a member of the Market Technicians Association and a former member of the CBOE, CBOT, and PHLX. Mark regularly shares his market insights and technical perspectives on CNBC, FOX Business, Yahoo Finance, NYSE TV, and Bloomberg.

Tom Lee

Sean Farrell AC

Head of Digital Asset Strategy

Sean Farrell is the Head of Digital Asset Strategy at Fundstrat, where he leads the firm’s research on crypto markets and blockchain innovation. He is a frequent guest on Coinage and FinTech TV and other crypto-focused media outlets. Sean’s market insights and forecasts have been featured in major publications including MarketWatch, CoinDesk, Barron’s, and Yahoo Finance. Before joining Fundstrat, Sean was a manager in the Transaction Opinions group at Alvarez & Marsal, and previously worked as an associate at Anvil Advisors. Sean holds a B.S. in Finance from Lehigh University.

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