- Tom Lee predicts that Bitcoin will reach $250K if easing and demand trend continue.
- Institutional firms hold 3% to 4% of Bitcoin, signaling rising corporate treasury adoption.
- Keeping Bitcoin as his top pick, Lee plans to buy Ethereum for diversification.
As institutional demand surges and macroeconomic forces reshape the digital asset landscape, Tom Lee, Head of Research at Fundstrat, predicted that Bitcoin could be on the verge of setting new all-time highs (ATHs) possibly by fall 2025. In an interview with the Coin Stories podcast, hosted by Natalie Brunell, Lee discussed the growth of the S&P 500, Ethereum positioning, national debt concerns, and shifting investor sentiment.
Market Outlook and Bullish Sentiment
Showcasing his analysis of the U.S. economy, and touching on Wall Street trends, labor market resilience, and year‑end economic projections, Lee asserted that skepticism is essential for healthy markets, stating that it balances irrational optimism and fosters long‑term price stability.
Further, he pointed out the bullish stance that would soon be projected by Bitcoin and the S&P 500, emphasizing that the S&P will attain 15,000 by 2030 while Bitcoin would hit a fresh ATH. Shedding light on the sources, Lee stated that the S&P 500’s growth would stem from corporate earnings growth and artificial intelligence (AI) expansion, while Bitcoin’s growth is powered by macro trends and institutional flows.
Debt, Fed Policy, and the Rise of Bitcoin Treasuries
The conversation later moved to the U.S. government debt, which Lee described as a critical macroeconomic risk. He detailed the government debt’s capability of causing inflationary pressures, raising interest rates, and weakening investor confidence in fiat-based assets. Moreover, Lee predicted that Bitcoin could trade at $250,000 within the next 12 months, provided that monetary easing and fiscal instability prevail.
Moving on to corporate treasury trends. Lee shed light on the rise of institutional interest in Bitcoin, wherein several corporations have allocated cash to Bitcoin, considering it as an inflation hedge and a means of strategic diversification. Further, Lee cited firms such as Strategy, GameStop, Trump Media, MetaPlanet, and SolarBank following this trend. Reportedly, these firms have combined control of 3% to 4% of the total Bitcoin supply.
Lee also explained that even resource‑driven or scientific companies are integrating Bitcoin into their balance sheets, and these decisions reflect both financial and strategic motives. Further, he pointed out how Fundstrat’s research services have outlined their strategic offerings for clients, including models for Bitcoin pricing and treasury allocation frameworks.
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Ethereum Investment and Regulatory Climate
Emphasizing the importance of digital assets, Lee recalled how President Donald Trump had called Bitcoin as ‘the new oil’, which indicates his acceptance of crypto as a strategic asset. Lee debated whether the U.S. government might nationalize crypto firms, thinking of prior regulatory actions, and he concluded that legal risks constitute one of the factors considered by businesses.
Sharing his thoughts on Ethereum, Lee stated that he is on the plans to buy some ETH as it is a great secondary asset for diversification. However, listing the challenges in the asset, Lee cited that these obstacles arise from smart contract bugs and the risk of competition from other blockchains.
As the discussion neared conclusion, Lee was asked about his thoughts on a trustworthy asset, in which he would put all his chips, and without a moment’s hesitation, Lee revealed that it would be Bitcoin, reinforcing his thoughts on the asset’s potential despite the changing macroeconomic landscape.
As corporate giants continue integrating Bitcoin into their treasuries and macroeconomic factors accelerate digital asset demand, one question looms: Is Bitcoin becoming a new form of sovereign or institutional reserve?
