According to Deep Tide TechFlow news, on December 21, regarding the contradiction of Bitcoin outlook between Tom Lee and his Fundstrat analysts (Tom Lee is very bullish, Fundstrat is bearish), Fundstrat client Cassian posted that the interpretation of this debate is unfair and misleading. Tom Lee retweeted and replied, 'Well said.'
Cassian stated: This interpretation is taken out of context; the reality is that different teams, different cycles, and different responsibilities contribute to collaborative efforts.
Cassian stated that the three core figures at Fundstrat have clear divisions of labor: Tom Lee is responsible for macro and liquidity frameworks and is the most vocal, maintaining a long-term bullish outlook on crypto assets; Sean Farrell, as the head of digital asset strategy, is responsible for specific crypto portfolios and position adjustments, converting about 50% of the portfolio to cash/stablecoins under the assumption that BTC will pull back to $60,000–$65,000, which is a risk control action rather than a long-term bearish stance; Mark Newton approaches from a technical perspective, believing that the pullback in October disrupted the original upward trend, expecting a rebound followed by consolidation and repair, and after structural repair, there is still room for an increase by the end of the year. The three have a high degree of consensus on macro risk: the overall environment in the first half of 2026 will be very unstable, with the difference being that Sean is responsible for short-term defense, Mark looks at technical structure repair, and Tom maintains a structural bullish stance from a longer cycle and liquidity perspective.
Cassian stated that he personally holds a large amount of BitMine stock and will not sell even if the price retracts by 70%, because the risk of 'missing out after a big rise' is greater than the benefit of 'trying to catch the bottom.' He emphasized that understanding who is speaking, what their responsibilities are, and the time frame is crucial. Once these pieces are put together, the statement 'Fundstrat is self-contradictory' falls apart.
