Despite Bitcoin trading above $100,000, Fundstrat’s Tom Lee says we’re only scratching the surface of its global adoption.
Drawing parallels to the internet’s infancy in the mid-1990s, Lee argues that Bitcoin is still in its foundational era—one in which most investors remain on the sidelines.
According to Lee, a staggering 95% of market participants haven’t touched Bitcoin yet. To him, this isn’t a sign of missed opportunity—but proof that the window of early adoption remains open. Much like how few foresaw the internet boom of the late ‘90s, he believes Bitcoin’s real growth curve hasn’t even started.
Lee also warned of an era of digital misinformation, where trust becomes scarce. In a future shaped by deepfakes and synthetic voices, he sees the Bitcoin blockchain as a rare constant—secure, verifiable, and incorruptible. This, he says, is why both governments and corporations are beginning to treat Bitcoin as a strategic reserve. He even envisions traditional banks integrating it into their balance sheets.
Meanwhile, Lee is equally optimistic about Ethereum, citing its foundational role in powering stablecoins. As dollar-pegged digital currencies expand in use, especially on-chain, he believes Ethereum will reemerge as a major beneficiary.
In Lee’s view, both BTC and ETH remain severely underappreciated—not because they’ve peaked, but because their real use cases are only now beginning to take shape.
Kosta Gushterov
Reporter at Coindoo
Kosta gehört seit 2021 zum Team und hat seine Position mit seinem Wissensdurst, seinem unglaublichen Engagement und seiner „detektivischen“ Denkweise gefestigt. Er deckt nicht nur eine breite Palette von Trendthemen ab, sondern erstellt auch Rezensionen, PR-Artikel und Bildungsinhalte. Seine Arbeit wurde auch von anderen Nachrichtenagenturen referenziert.
Source: https://coindoo.com/tom-lee-sees-bitcoin-as-the-internet-of-1996-still-early-still-undervalued/