Fundstrat’s Tom Lee doubled down on his bullish Bitcoin outlook in early 2026 interviews, predicting a new all-time high by the end of January despite the asset’s late-2025 pullback. With Bitcoin trading around $94,310 as of January 2026, Lee’s call highlights growing institutional tailwinds and recovering volumes.
Bitcoin’s 2025 Performance Recap
Bitcoin delivered a volatile year:
- Peaked near $126,000 in October.
- Ended December around $88,500–$94,000 levels.
- YTD returns mixed after Q4 correction.
- Drawdown ~30% from ATH reflected leverage reset and macro caution.
The year closed below many aggressive targets but above key supports. For real-time insights, track the live BTC price, order book depth, and interactive charts directly on Tapbit price.
Tom Lee’s Bitcoin Prediction for January 2026
Lee believes the cycle hasn’t topped:
- New ATH possible by end-January 2026.
- Base case driven by ETF momentum and regulatory progress.
- Broader 2026 targets up to $200,000–$250,000 in optimistic scenarios.
- Views volatility as healthy repositioning.
His thesis centers on untapped demand from traditional accounts.
Key Drivers Supporting the Bullish Case
Several factors align with Lee’s view:
- Institutional inflows resuming post-rebalancing.
- ETF maturation and potential new approvals.
- Improving liquidity and risk appetite.
- Historical January strength in bull cycles.
On-chain accumulation by long-term holders adds conviction.
Risks and Counterarguments
Not all agree on immediate highs:
- Potential for extended consolidation if macro weakens.
- Leverage remnants could trigger dips.
- Cycle debates: Some expect post-halving corrections.
Balanced positioning remains prudent.
Conclusion
Tom Lee’s prediction of a January 2026 Bitcoin ATH offers an optimistic counter to 2025’s challenges, backed by institutional trends and sentiment recovery. At current $94,310 levels, the setup favors bulls if catalysts materialize—though risks persist in a maturing market. Monitor volume and policy for confirmation.
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Disclaimer: This article is for informational purposes only and does not constitute investment advice. Cryptocurrency markets are highly volatile.
