Tom Lee Responds to Allegation of Contradiction Between His Bullish Views and Fund's Bearish Position: Short-Term Hedging and Long-Term Bullishness Can Coexist

BlockBeats News, December 21st, Ethereum Decentralized Treasury (DAT) company BitMine's Chairman Tom Lee referenced a tweet to explain "why his personal market view contradicts the research report from his affiliated fund Fundstrat." In an interview on the 19th, Tom Lee stated, "Bitcoin may reach a new all-time high by the end of January 2026," while Fundstrat analyst Sean Farrell stated in a report on the 20th that "Bitcoin may drop to $60,000 to $65,000 and Ethereum to $1,800 to $2,000 in the first half of 2026."

In Tom Lee's referenced tweet, he explained that Fundstrat, as his affiliated fund, is not a monologue. As the Chairman of BitMine, Tom Lee focuses on making macro judgments and thinking about liquidity, while Sean Farrell, as the Director of Digital Asset Strategy, is responsible for crypto model portfolios and actual portfolio allocation, focusing on capital flows and risk management. Their different views on short-term risk management and long-term optimism are not contradictory but are based on different timeframes and responsibilities, where short-term defense and long-term bullishness can coexist.