Crypto Market Update - May 2026
Key Topics
Equities just posted one of their strongest runs in years. Crypto has barely moved. In the monthly Crypto Market Update webinar, Sean Farrell and Mark Newton walked through exactly why that gap exists, what it signals, and whether it’s about to close.
That backdrop made the Clarity Act clearing the Senate Banking Committee on Wednesday even more consequential. Sean broke down his full read in real time: what the bipartisan vote means for the path to final passage, which assets and equities stand to benefit most, and whether this is the catalyst that finally shifts crypto from a trader’s market to a trending one.
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
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. 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.