Crypto Market Update - September 2026
Key Topics
After a long stretch below its 200-day moving average, Bitcoin has finally broken back above it. Correlation to gold just hit a record, and investors are wondering if now’s a good time to add to positioning.
In this month’s Crypto Market Update, Head of Digital Asset Strategy Sean Farrell laid out why he needs more proof to trust these nascent gains. Head of Technical Strategy Mark Newton explains why he sees a cheaper entry point into late September to mid-October for tactical investors.
Watch the replay to hear Sean and Mark discuss:
• The signals Sean is watching to judge whether this low will hold
• What yields’ latest move could mean for Bitcoin, and the November date on the radar
• How crypto has held up against rising rates, and what that could be telling us
• Where the market is rewarding strength, and why a recent SEC decision could matter for DeFi
• Whether the rally is getting too hot, and what that means for positioning
• Mark’s technical read on BTC, ETH, HYPE, and ZEC, and the levels he’s 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.
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