Coin Stories Tom Lee: Bitcoin Will Set New ATH This Year, Corporate Treasury Boom, Strategy Shaking Up Stock Market
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Aug 5, 2025 
In this discussion, Tom Lee, co-founder and Head of Research at Fundstrat Global Advisors, shares his optimistic views on Bitcoin and the S&P 500. He emphasizes the potential for a market rebound despite current skepticism, highlighting the growing trend of corporate Bitcoin treasuries. Lee argues that stablecoins represent a pivotal moment for crypto, while also addressing the implications of government debt and Federal Reserve policies. He intriguingly compares Bitcoin's strategic role to that of oil in the global economy.
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Skepticism Benefits Markets
- Skepticism in markets is healthy as it keeps price discovery dynamic and allows for positive surprises.
- Bitcoin's silent rise to all-time highs underscores the current undervaluation due to widespread skepticism.
Resilience Supports Market Growth
- The U.S. economy shows resilience despite multiple crises in the past five years, supporting equity growth.
- The market's ability to recover from shocks justifies potential PE expansions despite fears of overvaluation.
Debt Concerns Persistent but Unresolved
- The national debt has been a consistent concern for decades but hasn't yet precipitated a crisis.
- Capital markets continue functioning, making the timing of a debt crisis uncertain but noteworthy.