Tom Lee responds to Fundstrat's "contradictory" views on Bitcoin: Different positions, different timelines, not internal disagreements.

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Following the controversy surrounding Fundstrat's Bitcoin views, co-founder TomLee responded, stating that the "contradictory predictions" seen by outsiders were actually research conclusions from different positions and timeframes, not internal disagreements. Previously, Sean Farrell, Head of Digital Asset Strategy at Fundstrat, suggested that Bitcoin might retrace to the $60,000-$65,000 range in the first half of 2026; while TomLee believed Bitcoin could reach new highs, even surging to $200,000 as early as the beginning of 2026. A Fundstrat client explained on X that Farrell focuses on risk management and drawdown control, Lee focuses on macro liquidity and structural adoptions, and technical analysts make independent judgments based on chart patterns. TomLee's reply "Well stated" was seen as an endorsement of these distinctions.

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