Crypto Market Update - May 2026
Thursday, May 14
2:00PM ET
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Key Topics
What we cover:
-Sean's updated bull case and bear case for crypto, and where he comes out heading into the month ahead
-The flow and positioning dynamics shaping the market, including STRC volumes, institutional demand drivers, and what they mean for near-term BTC flows and downside risk
-What the CLARITY Act committee vote means for the regulatory outlook and which assets and equities stand to benefit most
-The macro and liquidity backdrop, on-chain signals worth watching, and the catalysts on the horizon
-Risk-management levels worth respecting on Bitcoin, Ethereum, and Solana
-Where Sean sees the most attractive relative exposure across crypto and crypto-linked equities
-How the AI positioning unwind is affecting miners and crypto-linked equities, and which names stand out as CLARITY Act beneficiaries to watch
-Mark's technical analysis on the majors, including key price levels and what they signal for the month ahead
Panel of Speakers
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.
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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