Bitcoin to Catch Up to Gold as Institutional Deleveraging Ends, Tom Lee Says

Bitcoin has experienced a challenging year so far amid persistent macroeconomic headwinds and global uncertainty. However, Fundstrat's Tom Lee

Tom Lee, managing partner at Fundstrat, expects Bitcoin to catch up to gold now that institutional

The post Tom Lee Still Bullish on Bitcoin Despite Recent Struggles, Predicts Surging Comeback After Deleveraging Era Ends appeared first on TokenInsight Blog.

Tom Lee, managing partner at Fundstrat, is still bullish on Bitcoin despite recent struggles. He highlighted that we might see Bitcoin catching up to gold now that institutional

According to Lee, the sluggish start to the year for Bitcoin was due in large part to

According to Lee, the sluggish start to the year for Bitcoin was due in large part to

"Now that deleveraging is done, I think that bitcoin is going to catch up to gold," Lee said on Monday morning.

During an interview on CNBC’s Squawk Box, host Joe Kernen brought up a previous conversation with Anthony Pompliano, where Pompliano suggested that Bitcoin typically trails gold by a few months but eventually surges past it with stronger momentum 100 days later.

"Maybe it was Pompliano on this show a few months ago, he said that when bitcoin really starts to move, it will outpace gold," Kernen noted.

Lee acknowledged that Pompliano may have made that point and agreed with the broader idea that Bitcoin tends to rally after gold’s uptrend.

"Yes, and I think that's true. Usually, when gold has a good year, bitcoin has a better year, and I think we're going to see that play out this year."

According to Lee, the sluggish start to the year for Bitcoin was due in large part to

According to Lee, the sluggish start to the year for Bitcoin was due in large part to

"I think we're going to get Bitcoin closing the gap with gold. We're not going to see a huge divergence."

Lee also stressed Bitcoin’s long-term strength as a non-dollar asset, pointing to its previous high of over $110,000. He asserted that Bitcoin has ample room to grow and could catch up with gold as investor confidence returns.

"It went as high as $110,000 last year, and it's a non-dollar asset. So it has a lot of potential."

Kernen raised concerns about ongoing market volatility and asked Lee whether recent peaks in the CBOE Volatility Index (VIX), particularly the spike seen on April 7th, signaled the peak of investor fear.

"I think the extreme fear is probably past. There's still going to be uncertainty with respect to economic risks and the Fed," Lee replied.

"But I think the structural bottom is in. We're going to get a year-over-year return in the markets from here."

As of April 2025, Bitcoin is down 5.29% year-to-date. The asset saw a steep decline of 17.66% in February 2025, marking its worst monthly drop since the Terra ecosystem collapse in June 2022. This February crash preceded a further 2% dip in March.

On the other hand, gold has been cementing its reputation as a safe haven. The precious metal has posted gains for three consecutive months this year and has surged by 9.39% in April alone. Year-to-date, gold has risen by a remarkable 30.28%, in stark contrast to Bitcoin’s 5.29% decline.