Fundstrat 回应吴说争议:不同研究框架与周期并非内部矛盾
Xin Lang Cai Jing·2025-12-22 04:57

Group 1 - Fundstrat's digital asset strategy is led by Sean Farrell, who emphasizes active management and risk rebalancing for clients with a high allocation to crypto assets [1] - The team at Fundstrat consists of multiple analysts, each with independent research frameworks and timelines to cater to different client needs [1] - Tom Lee focuses on institutional investors who allocate only 1%-5% of their funds to BTC and ETH, emphasizing long-term macro trends and structural judgments [1]