With Bitcoin trading just below the $80,000 mark, Fundstrat’s co-founder and managing partner Tom Lee remains optimistic about the asset’s long-term trajectory. In a recent appearance on CNBC, Lee reiterated his view that Bitcoin could experience a major rally in the second half of 2025.
Lee described the current dip as a potential buying opportunity for long-term investors. “I think so,” he said when asked if now is a good time to accumulate Bitcoin.
He noted that Bitcoin often underperforms early in the year, but the seasonal trend may be shifting. “Bitcoin seasonally was just not going to be attractive until after March ends. And now we’re finally exiting March,” he explained.
Macroeconomic Shifts Could Spark a Bullish Momentum
According to Lee, multiple macroeconomic factors could align to push Bitcoin higher in the coming months. These include potential rate cuts by the Federal Reserve, the winding down of quantitative tightening, and a more favorable political environment in Washington.
“With positive tailwinds from D.C., Bitcoin can do well until the end of the year,” Lee said.
$150K Year-End Target Remains in Play
Despite the recent market pullback, Lee is holding firm to his $150,000 year-end Bitcoin target.
“I know it doesn’t feel like it, but once we get through this [Trump’s] tariff agenda, markets can look forward to things that could be positive,” he noted.
Dollar Stability and Stablecoin Regulation
Addressing the role of the U.S. dollar in global markets, Lee agreed with BlackRock CEO Larry Fink’s warning that increased protectionism may reduce the dollar’s dominance. However, Lee believes stablecoin legislation could counterbalance this risk.
“In crypto, the dollar is far more dominant through stablecoins than in traditional finance,” he said. “So stablecoin regulation might actually strengthen the dollar’s global position.”
A Bullish Outlook for the Months Ahead
As the second quarter kicks off, Lee’s outlook remains upbeat. He suggests the worst of the correction may be behind us—and that Bitcoin could be on track to reach new highs in the near future.
