Fundstrat’s Tom Lee Sees Bitcoin as Key to US Fiscal Stability

Tom Lee, the Head of Research at Fundstrat, has put forward a notable proposal that could reshape how national finances and digital assets are viewed. In a time when U.S. national debt is increasingly concerning, Lee suggests Bitcoin could be utilized as a treasury reserve asset. 

Lee pointed to traditional methods like adjusting taxes and spending falling short. Bitcoin’s rising value could offer a potential lifeline to offset liabilities, easing pressure on the growing U.S. deficit.

Bitcoin as a Strategic Asset for Fiscal Stability

In an X post, Tom Lee views Bitcoin not just as a digital asset, but as a potential solution to enhance national fiscal health. As Bitcoin’s price rises, it could ease national debt, offering an alternative to traditional fiscal policies, a view shared by many industry leaders and crypto entities.

Looking ahead, Lee is optimistic Bitcoin could hit $150,000 by year-end, driven by post-halving momentum, easing regulations, and stronger market conditions. Lee believes Bitcoin’s appreciation could play a key role in stabilizing the economy, presenting an innovative approach to managing the U.S. deficit. 

He also expects Bitcoin’s bullish momentum to attract more investment. At the time of writing, Bitcoin is trading at $76,577, 20, up by 1.60% in the past 24 hours as per CoinMarket data.  

Lee Predicts Post-Election Boom for Bitcoin and Small-Caps

While Bitcoin’s role as a fiscal asset is bold, Lee’s market insights also focus on the relationship between Bitcoin and small-capitalization stocks. He sees a world of opportunity in small-cap stocks, especially post-election. 

Lee believes recent market pullbacks linked to political uncertainty may be over, with potential shifts in U.S. policy ahead. With Trump’s return to office, Lee believes Bitcoin and small-cap investments could experience explosive growth, driven by policy changes, 

The promise of deregulation, a pro-business environment, and market optimism could fuel a robust economic recovery. This makes the next few years crucial for investors in both the crypto and stock markets.

Based on historical events, post-election periods often see market rallies. Lee expects Bitcoin and small-cap stocks to benefit from renewed optimism. With uncertainty behind, he predicted a surge driven by investor confidence, similar to past post-election booms.

Tom Lee’s “Granny Shots” ETF: A Thematic Investment Fund

Beyond Bitcoin, Lee’s outlook includes an innovative approach to stock market investments. He introduced his innovative “Granny Shots” Exchange Traded Fund (ETF). This is a thematic fund that seeks to capitalize on pivotal trends. This includes AI, Federal Reserve easing, and millennial consumption. 

This fund is built on Fundstrat’s core stock portfolio model, designed to identify stocks at the intersection of these transformative trends. With this new ETF, Lee aims to provide investors a diversified way to access emerging markets, supporting his broader Bitcoin and risk asset vision.