Peter Schiff has renewed his critique of Bitcoin as Tom Lee of Fundstrat pushes a headline-grabbing $200,000 price target for the cryptocurrency.

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According to reports, Lee says the market’s recent weakness is tied to the Federal Reserve’s reluctance to cut interest rates, while Schiff points to gold’s recent rally as a warning sign for Bitcoin.

Schiff Points To Gold’s Rally

In an X post, the gold bug Schiff highlighted that the yellow metal rose 10% over the last two months and reached a new high of $3,620.

“Markets are forward-looking. That’s why gold is up 10% in advance of coming rate cuts,” he said, arguing that gold’s move shows traders expect easier policy ahead.

Bitcoin, he added, has not followed gold’s lead, and that gap worries him.

Permabull @fundstrat forecast Bitcoin will hit $200K by year-end, as Bitcoin is sensitive to Fed rate cuts. He said the Fed’s two-month pause is why Bitcoin hasn’t rallied over that time period. But gold rallied 10% during those two months, hitting a record $3,620 as he spoke.

— Peter Schiff (@PeterSchiff) September 8, 2025

Lee’s $200,000 Call And His Explanation

Tom Lee remains optimistic. He has argued that the influx of institutional investors gives Bitcoin new “counter-cyclical characteristics,” and that bigger players could push prices much higher over time.

Based on reports, Lee blames the recent underperformance on the Fed and keeps the $200,000 figure in public view. His stance continues to make him one of Wall Street’s best-known permabulls – persons who maintain a perpetually optimistic outlook.

Market Odds And Traders’ View

Polymarket users appear unconvinced by Lee’s timetable. At press time, markets show an 8% chance of Bitcoin reaching $200k this year.

The same markets place roughly an 8% chance on Bitcoin dropping below $70,000 by the end of 2025. Those odds suggest bettors are split and that headline targets are being treated with skepticism.

Source: Polymarket

A Broader Performance Check

Schiff has also pointed to longer-term measurements. He noted that Bitcoin is down 16% against gold over the past four years, even though the cryptocurrency has posted strong gains versus the US dollar in that span.

He warned that when “more air” comes out of the Bitcoin bubble, the four-year returns may look weak. The idea that the old four-year cycle tied to halvings may be fading was raised by other analysts in recent commentary, and that debate is ongoing.

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What Comes Next For Bitcoin

Schiff went further by saying Bitcoin is more likely to sink below $100k than to reach $200k, putting a cautious spin on the outlook.

This view makes clear where Schiff stands: he treats gold’s rally as a forward signal about future policy and believes Bitcoin’s lag is not a short-term quirk but a structural concern.

Lee’s counter is that institutional flows could change how Bitcoin moves over time.

Featured image from Meta, chart from TradingView

Fundstrat’s Tom Lee has predicted that crypto (particularly Ethereum) could outperform in the fourth quarter of the year. 

His market research firm expects the U.S. Federal Reserve to follow through and start cutting rates. 

Lee’s price targets for ETH

Lee believes that Ethereum (ETH) will be able to hit $5,500 within the next couple of weeks.  

By the end of the year, ETH would be able to approach $10,000 or $12,000, Lee says. 

Lee has noted that crypto tends to show more volatility in the fourth quarter of the year. 

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“September is the month everyone’s gonna be worried about, so that’s the month you might get a pullback, but you need to be buying the dip,” Lee noted. 

Earlier today, Ethereum managed to reclaim the $4,600 level while Bitcoin seemingly continues its anemic price action, which shows that there is strong bullish momentum. 

Massive ETH holdings

According to data provided by analytics firm Arkham, Lee holds nearly $7 billion worth of ETH tokens, rapidly outpacing some of the other top corporate treasury tokens. 

World’s most important company 

Lee believes that Nvidia is currently one of the most “important” companies in the world. 

“So, I think Nvidia still is a great story. It really wouldn’t change our thesis if the stock reacted poorly, Lee said. 

The Fundstrat pundit insists that Nvidia is “a great story.”  

Bevy of IPOs

Lee has also predicted that there would be a “bevy of IPO” over the 12 months. “And I think, you know, if we look at the next 12 months, there’ll be a bevy of IPOs, some really big companies that are later stage,” Lee said. 

Prominent analyst and Fundstrat managing partner Tom Lee believes the US stock market is gearing up for another huge upside burst.

In a new CNBC interview, Lee says conditions are now ripe for the Federal Reserve to start cutting rates after the Bureau of Labor Statistics (BLS) revised down the job growth figures for June from 147,000 to 14,000.

“I think the data is just catching up to what we already know. The labor market has been soft, so I think it’s a positive setup because now the Fed has more ammunition to make a dovish pivot in the fall, and it’s not too late because we know the thing that they’re going to stimulate is the housing market…

So that is what strengthens the economy in 2026. So I think it’s quite a positive setup, we’re just consolidating, and then we make a bigger move higher.”

According to Lee, the Fed now needs to shift its focus from inflation to unemployment amid the softness in the labor market. He also notes that if the Fed removes housing market data from its calculations, inflation would be below 2%.

“I think when they look at their dual mandate, they’re probably drifting further from the employment metric now because the unemployment rate, if you use the existing participation rate before the [recent] report, it’s almost 5% now. 

So the Fed now has to be considering the risk of the jobs market going into a cycle of weakening.” 

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Disclaimer: Opinions expressed at The Daily Hodl are not investment advice. Investors should do their due diligence before making any high-risk investments in Bitcoin, cryptocurrency or digital assets. Please be advised that your transfers and trades are at your own risk, and any losses you may incur are your responsibility. The Daily Hodl does not recommend the buying or selling of any cryptocurrencies or digital assets, nor is The Daily Hodl an investment advisor. Please note that The Daily Hodl participates in affiliate marketing.

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Fundstrat co-founder and BitMine chairman Tom Lee said Bitcoin may still be able to reach $250,000 in 2025, despite other crypto analysts cautiously pulling back targets.

“I think Bitcoin should really build upon this 120 before the end of the year. 200,000, maybe, 250,” Lee told Natalie Brunell on the Coin Stories podcast on Tuesday. 

Last November, Lee gave a 12-month deadline for Bitcoin (BTC) to reach $250,000.

Not all analysts are as bullish as Tom Lee

While analysts like BitMEX co-founder Arthur Hayes and Unchained’s market research director Joe Burnett have recently echoed a similar price target for the year, others have adopted a more cautious outlook with less than five months left until the end of 2025. 

In May, Bernstein and Standard Chartered set their year-end Bitcoin targets at $200,000, while 10x Research’s Markus Thielen recently projected a more modest $160,000.

Lee said there is a probability that the four-year cycle has ended for Bitcoin due to the mounting institutional interest in Bitcoin, an increasingly shared belief among executives in the industry.

However, crypto analyst Rekt Capital recently said that if the Bitcoin cycle follows the 2020 pattern, the market will likely peak in October, which is 550 days after the Bitcoin halving in April 2024.

Bitwise chief investment officer Matt Hougan recently called the four-year halving “dead”  and predicted that 2026 will be an “up year” for Bitcoin.

Crypto market sentiment shifts to “neutral”

Lee’s optimistic target comes as Bitcoin has seen a volatile week. 

After reaching a new all-time high of $123,100 on July 14, BTC pulled back to $112,044 over the weekend and is trading around $113,000 at the time of publication, according to Nansen.

There’s also been a recent tumble in crypto market sentiment. The Crypto Fear & Greed Index, which measures overall market sentiment, shifted from a “Greed” score of 60 on Tuesday to a “Neutral” score of 54 on Wednesday.

Related: Bitcoin analysis warns BTC price ‘going lower’ first as $113K slips

However, Lee said skepticism is a positive in any financial market. “It’s a sign that there is still price discovery underway. Because if people were all bullish, in the public realm, when everyone is bullish, then it’s probably in the price,” he said.

“When there is plenty of skepticism and reasons to be skeptical, it allows markets to have positive surprise.”

Lee forecasts that Bitcoin should reach $1 million “over time.”

Magazine: Ether could ‘rip like 2021’ as SOL traders brace for 10% drop: Trade Secrets

This article does not contain investment advice or recommendations. Every investment and trading move involves risk, and readers should conduct their own research when making a decision.

]]> https://earlybirdsinvest.com/bitcoin-may-still-have-steam-for-250k-this-year-fundstrats-tom-lee/feed/ 0 51735 https://earlybirdsinvest.com/high-net-worth-investors-are-still-cautious-on-these-stocks-according-to-fundstrats-tom-lee/ https://earlybirdsinvest.com/high-net-worth-investors-are-still-cautious-on-these-stocks-according-to-fundstrats-tom-lee/#respond Sun, 27 Jul 2025 13:00:56 +0000 https://earlybirdsinvest.com/high-net-worth-investors-are-still-cautious-on-these-stocks-according-to-fundstrats-tom-lee/

Fundstrat co-founder and managing partner Tom Lee says that deep-pocketed investors are still skeptical of a certain stock group, despite a rally in the markets.

In a new interview on CNBC Television, Lee says that high-net-worth investors are still on the fence about speculative stocks, shares of firms that carry a high level of risk but also offer the potential for very high returns

The performance of these stocks is often attributed to hope and hype rather than a proven business model.

Says Lee,

“These are not the stocks that we recommend for our clients. You know, we stick with large-cap quality and portfolios. 35 of the best S&P [500] names…

There’s $7 trillion of cash on the sidelines, and retail investor sentiment, I think you have to really fracture it. I think the Robinhood community is bullish, but what I’d call the high-net-worth and the traditional equity investor is still pretty cautious. That’s the heart of our universe of clients.” 

Lee also says that the US stock market is still in good shape to witness more rallies, as investor sentiment appears to be muted despite surges to all-time high prices.

“So I would say speculative activity, those are such small examples that I would say it’s way too early for me to say there’s speculation…

High beta as an ETF (exchange-traded fund), if you look at that, it usually should lead in a bull market. So it’s not unusual… 

But the thing to keep in mind is that in 2021… people were speculative excess in these Mag 7 and these large-cap names. There’s hardly any euphoria in those stocks.”

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Fundstrat’s Tom Lee says the S&P 500 has room to run.

In a new interview with CNBC, Lee predicts the leading stock index could surge to 6,800 in the next few months, fueled by rate cuts from the U.S. Federal Reserve.

“People always find quibbles with new highs, but we also know that for an institutional asset manager, it is not really excusable to be bearish when the market makes a new all-time high. So in other words, the institutions now have to start adding risk if we’re making all-time highs, because it’s a new bull market.” 

Lee says the FOMO (fear of missing out) trade is a component of the current market environment.

“It’s merely a reorientation of perception, because the market’s only at 5% year-to-date, but we could be up 10%, so only half of the full-year gains have been realized, so if someone had fresh eyes on the market and knows the Fed’s being dovish and tariff risks are abating and multiples could expand, I think people could find many stocks to buy.” 

The S&P 500 set a new all-time high last week and is trading at 6,263.26 at time of writing. The index is up more than 0.6% in the past day and more than 1% in the past 5 days.

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Fundstrat’s head of research, Tom Lee, believes that the S&P 500 will march to new record levels by the end of 2025 after brushing aside multiple shocks over the last few years.

In a new CNBC interview, Lee says the S&P 500 is in the midst of the “most hated V-shaped” rally after the stock market index recovered from a 2025 low of 4,835 to a new all-time high of 6,215 points.

According to Lee, many investors dumped their stock holdings during the market’s early-year decline, only to be left on the sidelines as equities staged a strong rebound.

“A lot of folks liquidated at the lows, but we know that whenever the VIX (volatility index) is above 60 and falls below 30, you’ve made a decisive low. 

And now visibility is better, tariffs aren’t as bad as we expected, and the inflation impact has been very muted, and outside of tariffs, [underlying] inflation is much lower than people expected.”

Looking ahead, Lee believes that there’s no reason to be bearish on the S&P 500 after casting off five shocks in half a decade.

“I think there’s more upside to 6,600 [points] because the P/E (price to earnings) of the market can go up a lot. We already had five shocks. We had the Covid shock, the supply-chain shock, the inflation shock, the Fed-fastest-hikes-in-history [shock] and then we had the tariff shock. 

So five shocks in five years, and earnings kept growing. If this was a stock, we’d say, ‘Look if you try to kill it five times and it still grew earnings, we would put a much higher multiple.”

As of Monday’s close, the S&P 500 is trading at 6,198 points.

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