Fundstrat Global Advisors’ Tom Lee and Bernstein analysts predict strong markets in 2025, regardless of the US presidential election’s outcome. Lee believes that a market rally across sectors is likely due to favorable economic fundamentals and a dovish Federal Reserve. Bernstein highlights Bitcoin’s resilience amid political uncertainty, noting its structural drivers, limited market share compared to global fiscal assets, and potential for growth.
They set a $200,000 price target for Bitcoin by 2025. Bernstein analysts also mention that Bitcoin’s recent ETF adoption may further boost its momentum, with potential initial price responses depending on the election outcome.
