Tom Lee Says Bitcoin to Hit New All-Time High in 2026: Crypto Analysis
- Fundstrat’s Tom Lee predicts Bitcoin will reach a new all-time high by the end of January 2026, despite near-term volatility.
- Lee reiterates his bullish stance on Ethereum, believing it’s dramatically undervalued and entering a supercycle.
- He also forecasts a strong year for equities, projecting the S&P 500 to hit 7,700 by the end of 2026, driven by resilient corporate earnings and AI-driven productivity gains.
In a bold forecast that has the crypto world buzzing, Fundstrat Global Advisors’ tom lee says bitcoin has not peaked yet, envisioning a new bitcoin all-time high as early as January 2026. This optimistic outlook comes even after Bitcoin ultimately hit an all-time high north of $126,000 in October 2025, and a subsequent late-2025 pullback across digital assets. Lee’s prediction signals a potential breakout month and reinforces his long-running crypto bull case. This article delves into Lee’s analysis, the factors driving his bullish sentiment, and what it means for investors.
Tom Lee Calls for New Bitcoin Record in 2026
tom lee calls for a new bitcoin record, predicting bitcoin could reach a new all-time high by the end of january 2026. This forecast comes after the prices of bitcoin experienced volatility in late 2025. Despite missing his earlier prediction of $200,000 before the end of last year, tom lee says bitcoin has not peaked yet and remains optimistic about its potential. He believes that the factors that drive the prices of bitcoin are still in place, indicating a potential for significant growth.
Bitcoin’s Potential Breakout Month and Ethereum’s Undervaluation
Lee views January 2026 as a potential breakout month, driven by the market’s recent pullback and positioning it for a new surge. He believes that ethereum is dramatically undervalued and is entering a supercycle similar to bitcoin from 2017 to 2021. Lee sees acquiring ETH as a strategic necessity for any modern treasury, suggesting that its long-term appreciation potential makes it a valuable asset to have on the balance sheet. He continues his bullish ETH stance, with his crypto mining firm Bitmine Immersion Technologies acquiring more ethereum holdings.
Key Data Comparison
| Metric | Current Value (Jan 5, 2026) | October 2025 (All-Time High) | Dec 31, 2025 |
|---|---|---|---|
| Bitcoin Price | $94,321.39 | ~$126,000 | ~$88,500 |
| Ethereum Price | $3,220.92 | N/A | ~$3,300 |
Lee Predicted 2026: A Year of Two Halves for Crypto
lee predicted 2026 will be a volatile but ultimately constructive year for crypto markets. He anticipates a ‘year of two halves,’ with the first half potentially facing turbulence due to institutional repositioning and a ‘strategic reset’. However, according to lee, this volatility is exactly what sets the stage for a massive rally in the stronger second half. He emphasizes that this reset is not a sign of structural weakness but rather a digestion phase following multiple years of outsized gains across risk assets.
Fundstrat’s Tom Lee: Beyond Crypto, Bullish on Equities
Beyond crypto, fundstrat’s tom lee is also bullish on equities, projecting the S&P 500 to reach 7,700 by the end of 2026. He believes this growth will be fueled by resilient corporate earnings and ai-driven productivity gains. Lee sees any pullbacks as opportunities rather than warnings. He states, ‘There’s a lot to be optimistic about in 2026,’ suggesting that the overall economic outlook is positive and supportive of further market growth. Lee outlined one of wall street’s most aggressive equity forecasts.
Bitmine and Ethereum Holdings: A Supercycle Similar to Bitcoin from 2017 to 2021
Lee’s crypto mining firm, Bitmine Immersion Technologies, has been actively increasing its ethereum holdings. This move signifies his confidence in ethereum’s long-term potential. Lee sees eth is entering a supercycle, eth is entering a supercycle similar to bitcoin, eth is entering a supercycle similar to bitcoin from 2017 to 2021. The belief that eth is entering a supercycle is a key driver behind Bitmine’s investment strategy. The chair said bitcoin has yet to peak. The bitmine chair said bitcoin has yet to peak.
Bitcoin Breaks Resistance: Market Data and Sentiment
Bitcoin breaks resistance. Despite the recent pullback, bitcoin has yet to peak, trading around $94,000. The market sentiment appears to be shifting, with increasing optimism among investors. The Coinbase Bitcoin Premium Index, a measure of U.S. institutional demand, is showing signs of rebound, suggesting a potential return of capital to the crypto market. It is important to note that bitcoin ultimately hit an all-time high north of $126,000 in October 2025.
Deep Dive: Market Analysis
The current market data suggests a potential shift in momentum for Bitcoin. The recent gains and the rebound in the Coinbase Bitcoin Premium Index indicate renewed interest from U.S. investors. However, it’s important to remain cautious, as the market remains volatile and subject to potential pullbacks. The performance of Bitcoin treasury companies and the broader macroeconomic environment will also play a crucial role in shaping the market’s trajectory. Lee’s analysis also acknowledges the potential for a stronger second half, suggesting that the market may experience further consolidation before a significant rally.
Frequently Asked Questions
What is Tom Lee’s prediction for Bitcoin price?
Tom Lee predicts that Bitcoin could reach a new all-time high by the end of January 2026.
Why do people say Bitcoin has no value?
Critics argue that Bitcoin has no intrinsic value because it’s not backed by a physical commodity or government, and its value is based solely on supply and demand.
Who owns 90% of Bitcoin today?
The distribution of Bitcoin is highly concentrated, with a relatively small number of addresses holding a significant portion of the total supply. However, it’s difficult to pinpoint exactly who owns 90% of Bitcoin due to pseudonymity.
Did Tesla dump 75% of its Bitcoin?
Based on available information, there are no verified reports or official announcements confirming that Tesla dumped 75% of its Bitcoin holdings. It’s important to rely on credible sources and official statements for such information.
Conclusion
The future outlook for Bitcoin and the broader crypto market remains optimistic, according to Lee, despite the near-term volatility. The potential for new bitcoin all-time highs by the end of january 2026, coupled with the belief that ethereum is dramatically undervalued, suggests a significant opportunity for growth. However, investors should exercise caution and carefully monitor market trends and macroeconomic factors. The evolution of AI-driven productivity gains and the strategic decisions of major players like Bitmine will also play a crucial role in shaping the future of the crypto market. Remember, Lee’s past predictions weren’t always correct. So, approach all predictions with a grain of salt.
