$BTC ¿Internal conflict at Fundstrat? Not at all! In recent days, a supposed contradiction between Tom Lee (the eternal Bitcoin bull) and Sean Farrell (the head of digital strategy) went viral.
- Sean Farrell published an internal report for clients warning that Bitcoin could drop to 60,000 - 65,000 dollars in the first half of 2026.
- Tom Lee, on the other hand, continues to publicly say that Bitcoin will reach new all-time highs (possibly above 100k) starting in 2026.
Who is right? According to Tom Lee, both.
To understand the difference between risk management and macro vision:
1. Farrell's role: His job is to protect clients' money in the short term. If he sees that the market is overbought, his duty is to recommend reducing risks to take advantage of a possible drop and buy cheaper. His prediction of 60k is a "base scenario" of technical correction, not the end of the world.
2. Lee's role: He looks at the big picture: regulation favoring cryptos in the US, institutional adoption, and global liquidity cycles. He believes that, beyond a temporary drop, the structural trend is upward.
- Even the brightest analysts can be "bearish" for the coming months and "super bullish" for the coming years. Tom Lee himself responded to the criticisms by saying that the explanation of the different time frames was "well articulated".
Bitcoin today, Sunday, remains stable near 88,000 dollars. What we are seeing is a preparation for 2026; some see a bump in the road (Farrell) and others see the final goal (Lee). Both visions are necessary for a good investor!.
Who do you believe more? Is a correction to 60k coming to gain momentum, or are we heading straight to the clouds without looking back?
If you want to learn to distinguish between the noise of day-to-day and the trends that truly matter, follow me and trade with a future vision! 😉❤️
