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According to Deep Tide TechFlow, on December 20, crypto KOL AB Kuai.Dong (@_FORAB) disclosed on social media that the public statements of Fundstrat Capital Chief Investment Officer Tom Lee (who also currently serves as Chairman of Ethereum treasury company BitMine) contradict his company's internal reports. Tom Lee publicly bet that Bitcoin and Ethereum would reach new highs in January, but Fundstrat's 2026 crypto strategy report for internal clients predicts a deep correction in the first half of 2026. The correction target prices in the internal report are: Bitcoin at $60,000–65,000, Ethereum at $1,800–2,000, and Solana at $50–75. The report considers these price levels to be good entry opportunities, providing a favorable chance for positioning in the second half of the year.

According to Odaily, Trump announced at a press conference on December 19 that Trump Gold Card sales had reached 1.3 billions USD, claiming that "sales are booming." Polymarket determined that Trump's claim about Trump Gold Card sales was "fabricated," but the probability on Polymarket that "Trump Gold Card sales will be 0 this year" remains at 88%. The reason is that Polymarket added a note to this prediction, stating that only data explicitly referring to quantities that have been finally approved and supported by completed payments will be counted. Trump's statement on December 19 regarding Gold Card sales, as well as Howard Lutnick's claim that "1.3 billions USD worth was sold in just a few days," do not meet the standard of "finally approved and supported by completed payments." It is reported that the Trump Gold Card is an investment immigration program launched by the Trump administration, allowing wealthy foreigners to obtain U.S. residency by paying a high fee (currently 1 million USD plus a 15,000 USD processing fee).

BlockBeats News, December 20, Luke Gromen, founder of Forest for the Trees and macroeconomic analyst, stated on the podcast "The Monetary Matters Network" that he has always been very bullish on bitcoin. Since the end of 2022 and the beginning of 2023, he bought most of his positions at prices below $30,000 and has held them until now, never selling. However, he has now turned short-term bearish on bitcoin for the following reasons: 1. Bitcoin's price movement is still highly correlated with tech stocks. But the bottleneck for future AI competition lies in electricity, not semiconductors, so the outlook for both bitcoin and tech stocks is not optimistic. 2. Bitcoin has not broken out relative to gold. And the future liquidity environment is "unless there is nuclear-level money printing, it will be tightening." 3. The threat of quantum computing to bitcoin. "This could become an issue within 2 to 9 years." Luke Gromen emphasized that the movements of Tether are a factor worth watching. Recently, they have invested in AI and gold. Their gold holdings on the balance sheet are larger than their bitcoin holdings. These are all points worth noting.