CryptoQuant CEO comments on the differing views between Tom Lee and his fund: This may be because Tom Lee, working in sell-side research, is forced to...
TL;DR
CryptoQuant CEO suggests Tom Lee's sell-side research role forces him to adjust bullish views for market corrections, explaining discrepancies between his personal optimism and his fund's cautious 2026 crypto strategy.
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According to Odaily Odaily, CryptoQuant CEO Ki Young Ju posted on the X platform that Tom Lee is typically a staunch bull, with a long-to-short ratio of approximately 10:0. When a market correction seems inevitable, he briefly acknowledges the possibility of a decline and adjusts the risk-to-risk ratio to approximately 9:1. This may be due to his position in sell-side research, which forces him into this somewhat bitter situation. This statement may explain why Tom Lee's personal market views differ from his fund's.
Previously, Tom Lee's Fundstrat, in its 2026 cryptocurrency strategy advice to internal clients, stated that cryptocurrencies would experience a significant correction in the first half of the year, with a target price of $60,000 to $65,000 for BTC, $1,800 to $2,000 for ETH, and $50 to $75 for SOL. However, Tom Lee himself has consistently claimed publicly that Bitcoin and Ethereum will reach new highs in January 2026.