As Bitcoin hovers below the $80,000 mark, Fundstrat co-founder and managing partner Tom Lee remains optimistic. He believes the second half of 2025 could bring a strong rally for the leading cryptocurrency.
In a recent interview with CNBC, Lee said the current dip might actually be a smart entry point for long-term investors. When asked if now is a good time to start accumulating Bitcoin, he responded, “I think so.”
He explained that Bitcoin typically performs poorly in the early part of the year, but that trend could shift now that we’re exiting March.
“Part of this was that Bitcoin seasonally was just not going to be attractive until after March ends. And now we’re finally exiting March,” Lee noted.
Macroeconomic Shifts Could Drive a Bull Run
Lee pointed to several factors that could help fuel a rally in the months ahead—including easing by the Federal Reserve, the end of quantitative tightening, and growing political momentum in Washington.
“The calendar is looking better,” he said. “With positive tailwinds from D.C., Bitcoin can do well until the end of the year.”
$150K or More Still in Sight
Despite the recent pullback, Lee reiterated his bullish year-end target of $150,000 for Bitcoin.
“I know it doesn’t feel like it, but once we get through this [Trump’s] tariff agenda, markets can look forward to things that could be positive,” he explained.
Dollar Strength and Stablecoin Regulation
Commenting on the global role of the U.S. dollar, Lee agreed with recent remarks from BlackRock CEO Larry Fink, who warned that rising protectionism could weaken the dollar’s dominance.
However, Lee believes that well-crafted regulation around stablecoins could actually reinforce the dollar’s position in global markets.
“In crypto, when it comes to stablecoins, the dollar is way more dominant there than it is in traditional markets,” Lee said. “So I think you actually kind of protect the dollar with stablecoin legislation.”
Looking Ahead: A Bullish Second Half?
As Q2 begins, Lee’s message to investors is clear: the worst might be over, and Bitcoin could be setting up for new all-time highs in the months to come.
