Fundstrat's Bitcoin Debate: Mixed Signals or Nuance?
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Is Fundstrat sending mixed signals on Bitcoin? A heated debate just erupted on
X. User Heisenberg posted screenshots claiming contrasting outlooks between top leaders at the
firm. Farrell sees a retrace to sixty thousand by 2026, while Tom Lee
predicts new highs. Critics questioned if the firm was contradicting itself or offering unclear guidance
to clients. But client Cassian argued it is about different mandates, not a single
unified forecast. Farrell focuses on risk management and flows, while Lee tracks
macro liquidity cycles. Technical analyst Mark Newton stays strictly on chart structure, independent of macro
narratives. Tom Lee endorsed this view, replying Well stated to the detailed
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