Crypto Market Update - July 2026
Key Topics
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
Panel of Speakers
Mark L. Newton, CMT AC
Head of Technical Strategy
As former managing member/owner of Newton Advisors LLC, Mark has over 25 years of buy- and sell-side experience. Before Fundstrat, he worked at Diamondback Capital Management, and at Morgan Stanley, as a technical strategist. Mark has traded equity options as a market maker / floor trader on the CBOE, and has worked in risk management. He is a member of the Market Technicians Association, and former member of the CBOE, CBOT, and PHLX. He makes regular appearances on CNBC, FOX Business, and Bloomberg. Mark graduated with a BS in Finance from Virginia Tech in 1991, obtaining his Chartered Market Technician designation in 2002.
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. Over the past five years, Sean has helped establish Fundstrat as a leading source of institutional digital-asset research, combining macroeconomic analysis with on-chain and liquidity-based models to guide investors through this rapidly evolving space. 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.
View FINRA BrokerCheck profiles for our Registered Representatives.