TOM LEE: No creerás su predicción actualizada para BITCOIN y ETHEREUM
🎯 Summary
Podcast Episode Summary: TOM LEE: No creerás su predicción actualizada para BITCOIN y ETHEREUM
This 15-minute episode, hosted by Juan Luis of “Crypto Markets and Memes,” focuses heavily on updated long-term price predictions for Bitcoin (BTC) from Fundstrat’s Tom Lee, alongside a review of recent crypto market performance, on-chain metrics, and regulatory developments.
1. Focus Area
The primary focus is Cryptocurrency Investment Analysis and Long-Term Price Forecasting, specifically centered on Bitcoin and Ethereum. Secondary topics include market volatility driven by geopolitical news (US-China trade), analysis of top-performing altcoins, and the status of US Bitcoin ETF applications.
2. Key Technical Insights
- Bitcoin Price Action & Patterns: Tom Lee’s analysis suggests Bitcoin is forming a “megaphone pattern,” which has historically supported the lower bounds, potentially leading to a move back toward the average price area and a possible breakout above $126,000 in November.
- Mining Cost Benchmark: The episode highlights the significant disparity in the global cost of Bitcoin production, noting that in Spain, the cost is around $162,000 (above the current market price), while in Iran, it is as low as $1,320, illustrating the impact of local energy costs.
- On-Chain Metric Teaser: The host mentions an exclusive analysis of a key on-chain metric that has historically signaled profitable entry points during significant market corrections, suggesting current levels align with past bottoms.
3. Market/Investment Angle
- Tom Lee’s Extreme BTC Target: Tom Lee provided a working theory that Bitcoin’s fair value could eventually reach between $1.5 million and $2.1 million. He also mentioned a more immediate 2025 target of $150,000 for BTC.
- Ethereum vs. Bitcoin Narrative: Lee suggests that while Bitcoin is “digital gold,” Ethereum (ETH) could potentially “flip” Bitcoin in market value, similar to how Wall Street equity markets surpassed gold’s dominance post-1971, driven by the growth of stablecoins and decentralized finance (DeFi) applications.
- Market Correction: The market closed a second consecutive negative week, with BTC dropping over 5% this past week, although the recent upward movement in the last hour has reduced short positions betting on further correction.
4. Notable Companies/People
- Tom Lee (Fundstrat): The central expert providing long-term price targets for BTC and the ETH/BTC value proposition.
- Michael Saylor (MicroStrategy): Mentioned for continuing his pattern of announcing new Bitcoin purchases, reinforcing institutional accumulation.
- Lin (Jubi Lion Founder): Announced the launch of a new venture to sponsor a strategic reserve fund initially valued at $1 billion in SOL (Solana).
- ETF Applicants: Mentioned firms like Bitwise, Grayscale, and 21 Shares regarding pending spot ETF approval decisions.
5. Regulatory/Policy Discussion
- US Government Shutdown Impact: The temporary closure of the US federal government is delaying the decision-making process for several pending spot Bitcoin ETF applications. The host anticipates decisions might be seen in the coming days or weeks once the shutdown is resolved.
- US-China Trade War: Declarations from Donald Trump suggesting Chinese President Xi Jinping is open to a commercial agreement are noted as a potential source of future market volatility.
6. Future Implications
The conversation points toward a long-term bullish outlook driven by institutional adoption (Saylor, ETFs) and fundamental shifts in digital asset dominance (Lee’s ETH/BTC theory). The immediate future suggests potential volatility based on geopolitical news and the resolution of the US government shutdown impacting ETF approvals. The host is also actively engaging the community through token giveaways tied to newsletter subscriptions, fostering direct engagement.
7. Target Audience
Crypto Investors, Traders, and Financial Analysts interested in long-term valuation models, technical analysis, and institutional sentiment regarding major cryptocurrencies.
🏢 Companies Mentioned
💬 Key Insights
"The reality is that today all this is above the table, and it's probably that we see declarations in a sense, and in the next days, this could give volatility to the market, nothing new that we have seen in the last month"
"And in this case, the most important point is always the following: announcing what tomorrow will be the official communication of a new purchase of Bitcoin for part of his company"
"I hope you are closing a great Sunday, a great weekend. See you in the next. Hug, bye."
"11:00 PM, remember that exclusive is free, and that you can subscribe in the link that you will find in the description of the episode."