Tom Lee responds to contradiction between his bullish outlook and his fund's forecast: short-term defensiveness and long-term bullishness can coexist

BlockBeats News, December 21, Tom Lee, Chairman of Ethereum crypto treasury (DAT) company BitMine, quoted a tweet to explain "why my market outlook differs from the Fundstrat report under my company." In an interview on the 19th, Tom Lee stated that "bitcoin may reach a new all-time high by the end of January 2026," while Fundstrat analyst Sean Farrell said in a report on the 20th that "bitcoin may fall to $60,000 to $65,000 in the first half of 2026, and ethereum may drop to $1,800 to $2,000."

In his quoted tweet, Tom Lee explained that Fundstrat under his company is not a one-voice institution. As Chairman of BitMine, Tom Lee focuses on long-term cycle judgments and liquidity considerations, while Sean Farrell, as Head of Digital Asset Strategy, is responsible for crypto model portfolios and actual position allocation, focusing on capital flows and risk management. Their views on short-term risk management and long-term optimism about the market are not contradictory, but are based on different time frames and responsibilities; short-term defensiveness and long-term bullishness can coexist.