Even with Bitcoin hovering under $80K, Fundstrat’s Tom Lee is staying bullish. In a new CNBC interview, Lee said the second half of 2025 could bring a major rally—and the current dip might be a great time to buy in.
When asked if now’s a good moment to start stacking Bitcoin, Lee replied, “I think so.”
He pointed out that Bitcoin tends to lag during the early part of the year, but things could start heating up now that March is behind us.
“Seasonally, Bitcoin just wasn’t going to look good until after March. And now we’re finally past that,” he said.
Macro Moves Could Fuel the Bull Run
Lee also mentioned some big-picture factors that could drive prices higher in the months ahead—like the Fed easing up, the end of quantitative tightening, and friendlier vibes coming out of D.C.
“The calendar is looking better,” he said. “With some help from Washington, Bitcoin could rally through year-end.”
Still Aiming for $150K by Year-End
Despite some recent turbulence, Lee hasn’t changed his prediction: he still sees Bitcoin hitting $150,000 before 2025 is over.
“It may not feel like it right now,” he said, “but once we move past some of these political headwinds—like Trump’s tariffs—markets can start focusing on the positives.”
Stablecoins Could Actually Help the Dollar
On the topic of the U.S. dollar, Lee backed Larry Fink’s warning that protectionist policies could weaken it globally. But he thinks good crypto regulation—especially around stablecoins—could help keep the dollar strong.
“In the crypto world, the dollar totally dominates stablecoins,” he said. “So if anything, regulating stablecoins might actually protect the dollar’s influence.”
Looking Ahead: Time to Get Bullish?
Now that Q2 has kicked off, Lee believes the worst might be over—and Bitcoin could be getting ready for a serious move higher.
His message to investors? Stay optimistic. A new all-time high could be closer than it looks.
