BlockBeats news, on December 21, Tom Lee, chairman of the Ethereum crypto treasury (DAT) company BitMine, cited a tweet explaining "why my market view contradicts the report from my fund Fundstrat." Tom Lee stated in an interview on the 19th that "Bitcoin may hit a historical high before the end of January 2026," while his Fundstrat analyst Sean Farrell indicated in a report on the 20th that "Bitcoin may fall to between $60,000 and $65,000 in the first half of 2026, and Ethereum may drop to between $1,800 and $2,000."

In Tom Lee's cited tweet, it is explained that the fund Fundstrat is not a one-man show. Tom Lee, as chairman of BitMine, focuses on judgment of large cycles and liquidity considerations, while Sean Farrell, as the head of digital asset strategy, is responsible for crypto model portfolios and actual position allocation, focusing on capital flow and risk management. The two have different short-term risk management and long-term optimistic views that are not contradictory, but rather based on different time frames and responsibilities, allowing for short-term defense and long-term bullishness to coexist.