Tom Lee Crypto Gold Analysis: Why Gold Is Soaring While Bitcoin Stalls

Tom Lee Crypto Gold Analysis Highlights Bitcoin Market Weakness

Performing a deep Tom Lee Crypto Gold Analysis reveals that money markets are currently showing a massive split. Gold is hitting all-time highs, but Bitcoin (BTC) is struggling to keep up. In a new interview on CNBC’s Squawk Box, BitMine CEO Tom Lee called the recent move in digital assets a "huge disappointment." Usually, when the U.S. dollar is weak and global demand is high, the blockchain space grows fast. However, the sector is currently held back by past market trauma and new global political shocks.

Source: X(formerly Twitter)

Lee says gold is winning because of a weak dollar and huge buying interest from countries like China. Meanwhile, digital coins are still "traumatized" by a series of crashes. This has made the recovery much slower than usual. While Precious Metal recently broke records by crossing the $5,000 mark, BTC keeps hitting a wall at its key resistance levels.

Historical Gold to Bitcoin Rotation Pattern Back in Spotlight

The main reason for this split is a set of "structural events" that hurt the companies providing money to the market. Tom Lee points to the deleveraging event on October 10, 2025 as a turning point. He believes this was the biggest crash in the history of digital money even bigger than the FTX collapse. This was made worse by the "Greenland Shock," a political event involving tariff fears that made investors all over the world very nervous about taking risks.

The Mechanics of Market Trauma

According to Lee, the current slow-down isn't about bad technology. Instead, it is a crisis of confidence and cash flow:

10/10 Deleveraging: A glitch in pricing caused automatic sales for 2 million accounts. This wiped out nearly one-third of the big companies that keep the market running.

The Greenland Statement: Uncertainty in the world caused bond prices to shake. This forced traders to sell their risky assets right when they should have been buying.

Liquidity Preference: When stress is high, people choose Precious Metal because it feels safe. They often sell Bitcoin just to get quick cash, rather than holding it as a shield.

Why the Next Move Favors Crypto

Even with the "jagged" performance lately, Lee sees a pattern that repeats. Usually, investors run to Precious Metal first when they are scared. Once gold prices get too high and lose steam, that money moves into Bitcoin.

2017 Precedent: Gold hit a peak and then cooled down. Right after, Bitcoin jumped by nearly 1,000%.

2021 Precedent: A similar pause in gold led to a 400% rise in the digital asset space.

Current Signal: Gold just dropped 13%, falling from $5,600 to $4,892. If history repeats itself, this "cooling" in Precious Metal means money is about to flow back into Bitcoin and Ethereum.

Future Outlook: A Jagged Path to $250,000

The bumpy road in early 2026 is a phase of change, not the end of the road. While the market deals with a "new Fed" and a new White House, more people are still adopting blockchain than Precious Metal. Tom Lee remains very confident in a $250,000 target for Bitcoin in 2026. This depends on the coin hitting a new all-time high to prove the "crash era" is over. Once the big trading firms fix their balance sheets which usually takes 8 to 12 weeks big banks are expected to lead the next big rally.