Fundstrat Head of Crypto Strategy Responds to Disagreements with Tom Lee, Remains Bullish on BTC and ETH Reaching New Highs

ChainCatcher News, Fundstrat Head of Digital Asset Strategy Sean Farrell responded on X to comments regarding “differences between his market outlook and Tom Lee’s views,” stating that his previously more cautious outlook for the first half of the year reflected risk management rather than outright bearishness. He noted that the current market pricing is almost perfect, but risks still remain, including government shutdowns, trade volatility, uncertainty around AI capital expenditures, and potential changes in the Federal Reserve chair. At the same time, high-yield bond spreads have tightened and cross-asset volatility remains low.