Crypto Market Update Webinar - February 2026
Key Topics
Relief Rally Underway. But Is the Real Bottom Still Ahead?
After weeks of extreme bearish sentiment, crypto staged a sharp rebound. Short positioning had become crowded. Funding rates had flipped negative. Fear gauges were near the lowest levels in years.
When markets become that stretched, violent reversals can follow. But relief rallies and durable bottoms are not the same thing.
In this month’s Crypto Market Update, Fundstrat’s Head of Digital Asset Strategy Sean Farrell and Head of Technical Strategy Mark Newton break down what the recent capitulation signals actually mean and what must happen next for a sustainable recovery to take hold.
What You’ll Learn:
-Why the early February selloff registered as one of the most statistically extreme pullbacks in years
-Why flows, volumes, and positioning suggest caution despite the bounce
-The technical cycle window Mark is watching for a potential final low
-How resistance zones could define whether this move is constructive or corrective
-How rate expectations, the dollar, and liquidity timing factor into crypto’s path through the first half of the year
-Where quantum risk stands today and which networks may adapt more nimbly over time
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.