Tom Lee, chief investment officer at Fundstrat, argues that dismissing Bitcoin is a flawed perspective, especially given its track record and growing importance.
Speaking in an interview, Lee emphasized Bitcoin’s resilience over the past 15 years, noting that no similar asset with a valuation reaching $2 trillion has ever disappeared.
He also highlighted the support of the incoming Trump administration, which has indicated interest in positioning Bitcoin as a strategic reserve asset, further reinforcing its staying power.
Lee believes the current macroeconomic environment favors risk assets like Bitcoin and stocks, particularly in the first half of the year.
He attributes this to a combination of factors, including a pro-business administration, a dovish Federal Reserve, cautious market sentiment, and the availability of significant liquidity. With $7 trillion in cash waiting on the sidelines, Lee sees substantial potential for market growth.
The combination of institutional support, historical resilience, and favorable economic conditions, Lee suggests, positions Bitcoin and other risk assets for a strong start to the year.
Ignoring these dynamics, according to him, could lead to missed opportunities in an evolving financial landscape.
Strategy and Metaplanet’s bold Bitcoin strategy is paying off handsomely in 2025, with both companies sitting on major gains thanks to BTC’s surge.
While the International Monetary Fund (IMF) publicly claims that El Salvador has stopped accumulating Bitcoin as part of its loan agreement, blockchain evidence paints a different picture.
Switzerland’s central bank remains firmly opposed to adding Bitcoin to its reserves, despite growing pressure from crypto advocates.
Bitcoin investment products just recorded one of their strongest weeks in recent memory, as spot BTC ETFs based in the U.S. attracted over $3 billion in new inflows.