Fundstrat’s Lee anticipates a difficult beginning to 2026 followed by a recovery later in the year

Tom Lee predicts a challenging start to 2026, with a 15% to 20% correction in the stock market driven by geopolitical tensions. However, he expects recovery towards the end of the year, aided by a dovish US Federal Reserve.

Lee remains optimistic about Bitcoin hitting an all-time high this year, reflecting recovery from past market crashes. He emphasizes that achieving this new high would indicate successful market stabilization following recent deleveraging.