Sign in

You're signed outSign in or to get full access.

Tom Lee

Research Analyst at Fundstrat Global Advisors

Thomas J. Lee is Managing Partner and Head of Research at Fundstrat Global Advisors, specializing in market strategy, small/mid-cap strategy, telecom services, and macro insights including Bitcoin and AI-driven sectors. He provides research on broad U.S. equities and structural themes like AI infrastructure, cybersecurity, data centers, and blockchain, with a proven track record ranked top by Institutional Investor every year since 1998, including #1 to #3 positions for 15 consecutive years from 1998 to 2013, and leading the successful launch of the Fundstrat Granny Shots U.S. Large Cap ETF (GRNY) which amassed $1.68 billion in assets by mid-2025. Lee began his career in the early 1990s at Kidder Peabody and Salomon Smith Barney, joined J.P. Morgan in 1999 as Chief Equity Strategist until 2014, and co-founded Fundstrat in September 2014. A CFA charterholder with a BSE in Economics from the Wharton School, he holds concentrations in Finance and Accounting and is an active member of NYSSA and the New York Economic Club.

Tom Lee's questions to Strategy (MSTR) leadership

Question · Q4 2025

Tom Lee from Fundstrat Global Advisors asked about Bitcoin's quantum vulnerability, specifically concerning older wallet types (Satoshi, revealed public keys, Taproot) and how core developers might address these. He also sought insights into milestones or roadmaps for driving further Bitcoin adoption and price improvement throughout the year.

Answer

Executive Chairman Michael Saylor stated that Strategy's role is to support communities and facilitate consensus on quantum solutions rather than advocating specific approaches or timeframes, emphasizing caution against premature fixes. For Bitcoin adoption catalysts, he highlighted regulatory support from key financial bodies, banking adoption (trading, custody, credit), and innovative financial products like BlackRock's Bitcoin Volatility Income Fund.

Ask follow-up questions

Fintool

Fintool can predict Strategy logo MSTR's earnings beat/miss a week before the call

Question · Q4 2025

Tom Lee asked about Bitcoin's quantum vulnerability, specifically concerning older and Taproot wallets, and sought insights into potential milestones or roadmaps for driving broader Bitcoin adoption and price improvement throughout the rest of 2026.

Answer

Executive Chairman Michael Saylor stated that Strategy's role regarding quantum vulnerability is to support community consensus rather than advocate specific solutions or timeframes, emphasizing a cautious approach. For Bitcoin adoption, Saylor highlighted regulatory support from key US financial bodies, banking adoption (trading, custody, credit), and innovative financial products (like BlackRock's fund) as primary catalysts.

Ask follow-up questions

Fintool

Fintool can write a report on Strategy logo MSTR's next earnings in your company's style and formatting

News for Covered Companies

Bitcoin Crashes Below $70K, Wiping Out Entire Trump Rally

Bitcoin Crashes Below $70K, Wiping Out Entire Trump Rally

MSTRYesterday
Strategy's $54 Billion Bitcoin Bet Goes Underwater as Stock Hits 52-Week Low

Strategy's $54 Billion Bitcoin Bet Goes Underwater as Stock Hits 52-Week Low

MSTRYesterday
Bitcoin Crashes to 15-Month Low, Erasing Trump-Era Gains as Bitwise CIO Declares 'Crypto Winter'

Bitcoin Crashes to 15-Month Low, Erasing Trump-Era Gains as Bitwise CIO Declares 'Crypto Winter'

MSTR3d ago