Bitcoin vs. Gold: Why Fundstrat’s Tom Lee Predicts a 2025 Turnaround
Tom Lee, co-founder and managing partner of Fundstrat Global Advisors, continues to express confidence in Bitcoin’s long-term performance.
According to Lee, Bitcoin remains his team’s top investment pick for 2025, despite its recent decline. He argues that Bitcoin will surpass gold in market performance, citing structural economic shifts and growing adoption of digital assets.
While Bitcoin started 2025 on a weak note—dropping 22.4% from its all-time high—Lee remains unfazed. He believes emerging financial technologies, including artificial intelligence (AI) and blockchain advancements, will act as catalysts for Bitcoin’s resurgence.
Trump’s Economic Policies: A Boon for Bitcoin?
Lee also weighed in on the broader economic landscape, suggesting that former President Donald Trump’s policies could have a “structurally positive” impact on Bitcoin and the financial sector. Although some of Trump’s decisions appear disruptive in the short term, Lee argues they lay the foundation for stronger economic productivity.
Key drivers Lee identifies include:
Financial Shifts: Increased mainstream adoption of Bitcoin and cryptocurrencies as hedge assets.
Technological Innovation: AI and blockchain advancements boosting investor confidence.
Market Resilience: Bitcoin’s historical ability to recover from downturns and outperform traditional assets over time.
Lee maintains that Bitcoin is still the “best-performing asset class” in the long run, even outperforming gold despite its recent setbacks.
Bitcoin vs. Gold: A Market Reality Check
As of mid-2025, Bitcoin has struggled to maintain its momentum. On February 21, BTC hovered just above $99,500 before declining to $76,600 by March 10. While Bitcoin has lost 9.6% against the U.S. dollar since January 1, gold has surged past $3,000 per ounce, posting a 13.7% gain year-to-date.
At press time, Bitcoin trades at $84,375, highlighting a stark contrast between its volatility and gold’s steady rise. However, market analysts believe Bitcoin’s history of strong rebounds could position it for a comeback later in the year.
The Bottom Line
Despite recent declines, Tom Lee’s outlook on Bitcoin remains optimistic. He argues that Bitcoin’s long-term fundamentals, coupled with technological and economic trends, make it a strong contender for a future rally.
While gold has outperformed so far in 2025, Bitcoin’s potential to surge remains an open question—one that investors will be watching closely.
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