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$BMNR Tom Lee says Bitcoin has a narrative problem since $BTC is failing the “store of value” test amid geopolitics, Fed volatility and rising quantum-risk fears.

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Shay Boloor

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103,333 görüntüleme • 6 ay önce •via X (Twitter)

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🚨TOM LEE: “GOLD WON 2025… BUT I THINK GOLD IS NEAR PEAK.” Gold is up +73% over the past year while Bitcoin is down -29%. Lee says, “I think gold is near peak.” conveying capital could rotate back to BTC as the store-of-value narrative resumes.

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TOM LEE: GOLD HAS FAILED AS A STORE OF VALUE - Gold underperformed inflation 48% of the time in the last 50 years - Since Bitcoin was created, $BTC underperformed inflation 5 of 160 months - Gold underperformed 44% of the time in that same period

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MARK CUBAN DUMPED BITCOIN -- TOM LEE THINKS THAT’S A SIGNAL. Tom Lee says crypto has disappointed lately, but the future of $BTC and $ETH hasn’t changed. In his view, the “rage quitting” happening now looks a lot like the final stage of crypto winter. 👀

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Tom Lee says $ETH and $BTC dip is engineered liquidation, not fundamentals breaking. That insight came from Tom DeMark, the market timing legend who has advised Goldman, Citi, and Paul Tudor Jones and recently joined $BMNR. DeMark thinks the ideal Ethereum floor is ~$2500, though reversals can frontrun it.

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0:35

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Tom Lee on Michael Saylor & MicroStrategy $MSTR: "You might think this is reckless but they've created a lot of network value. They are one of the largest holders of $BTC Bitcoin now and ultimately they may become the second largest holder of Bitcoin after the US Government."

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