Tom Lee dropping spicy takes: expects Fed Chair Kevin Warsh to HIKE rates tomorrow but stays bullish anyway.
His thesis:
- Big rally into end of month incoming
- When retail flips bullish = perfect storm for headwinds to align
- Post-midterms Q4 could be one of the biggest rallies ever
- Momentum carries into next year — potentially generational move
Bullish through rate hikes is a contrarian play. If macro liquidity stays tight but equities/crypto pump on sentiment alone, we could see serious volatility both ways. Watch $BTC reaction to Fed decision closely.
His thesis:
- Big rally into end of month incoming
- When retail flips bullish = perfect storm for headwinds to align
- Post-midterms Q4 could be one of the biggest rallies ever
- Momentum carries into next year — potentially generational move
Bullish through rate hikes is a contrarian play. If macro liquidity stays tight but equities/crypto pump on sentiment alone, we could see serious volatility both ways. Watch $BTC reaction to Fed decision closely.