{"id":888203,"date":"2026-01-27T22:13:28","date_gmt":"2026-01-28T04:13:28","guid":{"rendered":"https:\/\/newsycanuse.com\/index.php\/2026\/01\/27\/fundstrats-tom-lee-predicts-bitcoin-ethereum-surge-once-metals-rally-fades\/"},"modified":"2026-01-27T22:13:28","modified_gmt":"2026-01-28T04:13:28","slug":"fundstrats-tom-lee-predicts-bitcoin-ethereum-surge-once-metals-rally-fades","status":"publish","type":"post","link":"https:\/\/newsycanuse.com\/index.php\/2026\/01\/27\/fundstrats-tom-lee-predicts-bitcoin-ethereum-surge-once-metals-rally-fades\/","title":{"rendered":"Fundstrat\u2019s Tom Lee Predicts Bitcoin, Ethereum Surge Once Metals Rally Fades"},"content":{"rendered":"<div>\n<div>\n<div>\n<p><img decoding=\"async\" src=\"https:\/\/cimg.co\/wp-content\/uploads\/2025\/04\/23090551\/ayan-150x150.jpg\" alt>\n                    <\/p>\n<p>Crypto Journalist<\/p>\n<div>\n<p>Amin Ayan<\/p>\n<div>\n<div>\n<p><img decoding=\"async\" src=\"https:\/\/cimg.co\/wp-content\/uploads\/2025\/04\/23090551\/ayan-150x150.jpg\" alt>\n                <\/p>\n<div>\n<div>\n<p>Crypto Journalist<\/p>\n<p><span>Amin Ayan<\/span><span class><img decoding=\"async\" src=\"https:\/\/cryptonews.com\/wp-content\/themes\/cryptonews\/images\/verification.svg\" alt=\"Verified\"><\/span>\n                    <\/p>\n<\/p><\/div>\n<div>\n<p>Part of the Team Since<\/p>\n<p>Apr 2025<\/p>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div>\n<p>About Author<\/p>\n<p>Amin Ayan is a crypto journalist with over four years of experience in the industry. He has contributed to leading publications such as Cryptonews, Investing.com, 99Bitcoins, and 24\/7 Wall St. He has&#8230;<\/p>\n<\/p><\/div>\n<\/div><\/div>\n<\/p><\/div>\n<div>\n<p>Last updated:\u00a0<\/p>\n<p><time datetime=\"2026-01-27T07:45:56+00:00\">January 27, 2026<\/time>\n        <\/p>\n<\/p><\/div>\n<\/div>\n<p><img loading=\"lazy\" width=\"1200\" height=\"673\" src=\"https:\/\/cimg.co\/wp-content\/uploads\/2026\/01\/27074242\/1769499762-image-1769499747509_optimized.jpg\" alt=\"Fundstrat\u2019s Tom Lee Predicts Bitcoin, Ethereum Surge Once Metals Rally Fades\" decoding=\"async\"  ><\/p>\n<p>Fundstrat managing partner Tom Lee believes Bitcoin and Ether are poised to play catch-up once the blistering rally in gold and silver begins to cool, arguing that crypto fundamentals remain intact despite recent underperformance.<\/p>\n<div>\n<p><strong>Key Takeaways:<\/strong><\/p>\n<ul>\n<li><span>Tom Lee says Bitcoin and Ether could rally once the surge in gold and silver fades.<\/span><\/li>\n<li><span>He argues crypto is lagging due to deleveraging and investor FOMO shifting toward precious metals.<\/span><\/li>\n<li><span>Despite price weakness, Lee believes crypto fundamentals have improved since October.<\/span><\/li>\n<\/ul>\n<\/div>\n<p>Speaking on <a href=\"https:\/\/www.youtube.com\/watch?v=lO_DrBCFyFE\" target=\"_blank\">CNBC\u2019s Power Lunch on Monday<\/a>, Lee said digital assets should typically benefit from a weaker US dollar and a Federal Reserve that is moving closer to easing.<\/p>\n<p>However, he noted that crypto markets have lacked a key driver this cycle as leverage across the industry has been largely wiped out.<\/p>\n<h2><span id=\"h-tom-lee-gold-and-silver-fomo-is-holding-back-crypto\">Tom Lee: Gold and Silver FOMO Is Holding Back Crypto<\/span><\/h2>\n<p>\u201cCrypto doesn\u2019t have the leverage tailwind because the industry delevered,\u201d Lee said, adding that as long as gold and silver continue to surge, investors are chasing metals instead.<\/p>\n<p>\u201cThere\u2019s a FOMO into buying that instead of crypto,\u201d he said. Historically, Lee argued, periods where precious metals pause have often been followed by sharp rallies in Bitcoin and Ethereum.<\/p>\n<p>The divergence has been stark in recent weeks. Gold prices hit a record high of $5,100 on Monday, extending gains to roughly 17.5% since the start of the year.<\/p>\n<p>Silver has moved even more aggressively, climbing 57% year-to-date to peak at $110.<\/p>\n<p>Analysts have linked the surge in precious metals to heightened geopolitical tensions, trade tariff threats and sustained weakness in the US dollar, all of which have driven investors toward traditional safe havens.<\/p>\n<p>Lee said crypto markets are still dealing with the fallout from a major <a href=\"https:\/\/cryptonews.com\/exclusives\/stablecoins-under-fire-lessons-from-the-october-2025-crypto-crash\/\">deleveraging event on Oct. 10<\/a>, which he described as having \u201ccrippled many key players\u201d across exchanges and market makers.<\/p>\n<figure>\n<p>\n<iframe loading=\"lazy\" title=\"Tom Lee on Precious Metals, Crypto &#038; Stocks\" width=\"640\" height=\"360\" src=\"https:\/\/www.youtube.com\/embed\/lO_DrBCFyFE?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/p>\n<\/figure>\n<p>While the sector is \u201climping along,\u201d he said the underlying fundamentals have improved meaningfully since then.<\/p>\n<p>Bitcoin has struggled to reflect those fundamentals. The largest cryptocurrency is down roughly 30% from its October high and has failed to regain momentum above the $95,000 level, recently sliding back toward support near $86,000.<\/p>\n<p>\u201cThe precious metal move has sucked a lot of the oxygen out of the room,\u201d Lee said, adding that prices are lagging fundamentals rather than signaling deeper weakness.<\/p>\n<h2><span id=\"h-tom-lee-linked-firm-buys-58m-in-ether-as-institutional-interest-grows\">Tom Lee-Linked Firm Buys $58M in Ether as Institutional Interest Grows<\/span><\/h2>\n<p>Lee\u2019s confidence in Ethereum remains evident. On Monday, BitMine, an Ether-focused treasury firm linked to Lee, <a href=\"https:\/\/cryptonews.com\/news\/bitmine-ethereum-treasury-holdings-update\/\">purchased another 20,000 ETH<\/a> for $58 million, according to blockchain analytics firm Lookonchain.<\/p>\n<p>Lee also said recent discussions at the Davos forum underscored growing interest from financial institutions in building on Ethereum and other smart contract platforms.<\/p>\n<p>Not all analysts agree that dollar weakness alone will lift Bitcoin. CryptoQuant analyst GugaOnChain said <a href=\"https:\/\/cryptonews.com\/news\/bitcoin-etfs-lose-1-62b-basis-trade-crash\/\">recent ETF outflows show<\/a> investors still favor gold during periods of stress.<\/p>\n<p>\u201cFor BTC to thrive,\u201d they said, \u201cthe weakness of the American currency must come from risk appetite, not from fear.\u201d<\/p>\n<p>\n                                    <a href=\"https:\/\/news.google.com\/publications\/CAAqKQgKIiNDQklTRkFnTWFoQUtEbU55ZVhCMGIyNWxkM011WTI5dEtBQVAB?ceid=US:en&#038;oc=3\" target=\"_blank\"><\/p>\n<p>                            <svg width=\"20\" height=\"16\" viewBox=\"0 0 20 16\" fill=\"none\">\n                            <path d=\"M19.6 5.36C19.6 5.48 19.6 5.66 19.54 5.78L17.2 12.8V5.6C17.2 4.94 16.66 4.4 16 4.4H12.82L12.52 3.8L11.86 2.36L15.34 3.32L18.58 4.16C19.18 4.28 19.6 4.82 19.6 5.36Z\" fill=\"#FF4131\" \/>\n                            <path d=\"M15.4 0.799997V3.26L11.92 2.3L11.74 1.88C11.44 1.28 10.72 0.979997 10.12 1.22L4.59998 3.38V0.799997C4.59998 0.499997 4.89998 0.199997 5.19998 0.199997H14.8C15.1 0.199997 15.4 0.499997 15.4 0.799997Z\" fill=\"#03A846\" \/>\n                            <path d=\"M12.82 4.4H4.00002C3.34002 4.4 2.80002 4.94 2.80002 5.6V11.42L0.520024 6.5C0.460024 6.26 0.400024 6.08 0.400024 5.9V5.84C0.400024 5.3 0.700024 4.82 1.24002 4.64L4.60002 3.32L10.06 1.22C10.72 0.979997 11.44 1.28 11.68 1.88L11.86 2.3L12.52 3.74L12.82 4.4Z\" fill=\"#FDBD04\" \/>\n                            <path d=\"M17.2 5.59999V14.6C17.2 15.26 16.66 15.8 16 15.8H4.00005C3.34005 15.8 2.80005 15.26 2.80005 14.6V5.59999C2.80005 4.93999 3.34005 4.39999 4.00005 4.39999H16C16.66 4.39999 17.2 4.93999 17.2 5.59999ZM9.40005 9.79999H7.00005V11H7.90005C7.60005 11.36 7.18005 11.6 6.70005 11.6C5.86005 11.6 5.20005 10.94 5.20005 10.1C5.20005 9.25999 5.86005 8.59999 6.70005 8.59999C7.12005 8.59999 7.48005 8.77999 7.78005 9.01999L8.62005 8.17999C8.14005 7.69999 7.48005 7.39999 6.70005 7.39999C5.20005 7.39999 4.00005 8.59999 4.00005 10.1C4.00005 11.6 5.20005 12.8 6.70005 12.8C7.90005 12.8 8.86005 12.08 9.22005 11C9.34005 10.7 9.40005 10.4 9.40005 10.1C9.40005 9.97999 9.40005 9.91999 9.40005 9.79999ZM14.8 7.39999H10.6V8.59999H14.8V7.39999ZM16 9.79999H10.6V11H16V9.79999ZM14.8 12.2H10.6V13.4H14.8V12.2Z\" fill=\"#0284FE\" \/>\n                            <\/svg><br \/>\n                                                                    Follow us on Google News                                    <\/a>\n                                <\/p>\n<\/p><\/div>\n<p><a href=\"https:\/\/cryptonews.com\/news\/fundstrats-tom-lee-predicts-bitcoin-ethereum-surge-once-metals-rally-fades\/\" class=\"button purchase\" rel=\"nofollow noopener\" target=\"_blank\">Read More<\/a><br \/>\n Tomi Wrona<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Crypto Journalist Amin Ayan Crypto Journalist Amin Ayan Part of the Team Since Apr 2025 About Author Amin Ayan is a crypto journalist with over four years of experience in the industry. He has contributed to leading publications such as Cryptonews, Investing.com, 99Bitcoins, and 24\/7 Wall St. He has&#8230; Last updated:\u00a0 January 27, 2026 Fundstrat<\/p>\n","protected":false},"author":1,"featured_media":888204,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[147745,24352],"tags":[],"class_list":{"0":"post-888203","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-fundstrats","8":"category-predicts"},"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/newsycanuse.com\/index.php\/wp-json\/wp\/v2\/posts\/888203","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/newsycanuse.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/newsycanuse.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/newsycanuse.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/newsycanuse.com\/index.php\/wp-json\/wp\/v2\/comments?post=888203"}],"version-history":[{"count":0,"href":"https:\/\/newsycanuse.com\/index.php\/wp-json\/wp\/v2\/posts\/888203\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/newsycanuse.com\/index.php\/wp-json\/wp\/v2\/media\/888204"}],"wp:attachment":[{"href":"https:\/\/newsycanuse.com\/index.php\/wp-json\/wp\/v2\/media?parent=888203"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/newsycanuse.com\/index.php\/wp-json\/wp\/v2\/categories?post=888203"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/newsycanuse.com\/index.php\/wp-json\/wp\/v2\/tags?post=888203"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}