JPMorgan Warns Crypto Sentiment May Turn Cautious in H2 2026

JPMorgan analysts believe the cryptocurrency market could face a more conservative outlook during the second half of 2026, with investor sentiment largely dependent on two key developments: Strategys approach to managing its Bitcoin holdings and the fate of the U.S. CLARITY Act. According to a report led by JPMorgan analyst Nikolaos Panigirtzoglou, Strategys recent sale of 32 Bitcoin, despite being described as voluntary and symbolic, unsettled investors.