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Tom Lee says the crypto bull market has started: what supports the thesis and what could knock it downTom Lee, chairman of BitMine, said at Korea Blockchain Week 2026 that this could be the biggest bull cycle in the history of cryptocurrencies. His remarks moved the market, but it’s worth separating what are facts from what is projection. (coincodex) His 4 arguments Bitcoin has resumed trading above the 200-day moving average, a sign that, according to Lee, preceded 8 of the last 9 bull markets over 12 years. Big institutions have returned to buying, tokenization is gaining momentum, and wealth is shifting between generations.

Tom Lee says the crypto bull market has started: what supports the thesis and what could knock it down

Tom Lee, chairman of BitMine, said at Korea Blockchain Week 2026 that this could be the biggest bull cycle in the history of cryptocurrencies. His remarks moved the market, but it’s worth separating what are facts from what is projection. (coincodex)
His 4 arguments
Bitcoin has resumed trading above the 200-day moving average, a sign that, according to Lee, preceded 8 of the last 9 bull markets over 12 years.
Big institutions have returned to buying, tokenization is gaining momentum, and wealth is shifting between generations.
ghjkgff:
😅
$ETH $ARK $FIL 🔥【Tom Lee comments: ETH's future 12 months far exceeds $10,000; is $10,000 by year-end too conservative?】🚀 At the Korea Blockchain Week, Fundstrat's Tom Lee expects: Ethereum in the next 12 months will be far above $10,000. Arthur Hayes says it could reach $10,000 by year-end, and Lee directly said, “Maybe it’s been underpriced.”🤯 He notes that in past cycles, ETH rose by 50—200x; if you run a 25x extrapolation, the theoretical figure is around $62,000🐂. {future}(ETHUSDT) Logic 1: The treasury accumulates💰. Lee expects DAT to keep making continuous buys over the next 12—18 months. Ethereum's DAT currently holds 7% of the total supply; this cycle could rise to 15%. Bitmine holds 6.0013 million ETH, about 4.9% of the total supply. BMNR fell more than 0.2% earlier in the day, and retail sentiment is still leaning bearish📉. {future}(ARKUSDT) Logic 2: HYPE serves as a template🎯. Hyperliquid's main treasury already holds 14% of the HYPE supply and continues buying. Lee says that if it holds until 50%, HYPE could rise in a parabolic way🚀. Logic 3: Institutional rotation🏦. Lee says most institutions still haven’t added crypto exposure; among Fundstrat’s coverage, only about 2% are allocated. Ethereum rose about 65% in Q3, while the S&P 500 was basically flat—so he expects “large-scale rotation” in Q4🔄. He also pushes back on the claim that ETH is being overtaken: tokenization projects by firms like JPMorgan and BlackRock are 99% based on Ethereum⛓️. {web3_wallet_create}(10xcf91b70017eabde82c9671e30e5502d312ea6eb2) But the reality: ETH is around $2,670, down more than 1% over 24 hours, down more than 10% this year, and down 36% over the past 12 months😅. Retail sentiment is still “bearish,” but the number of people paying attention has increased by more than 15% this week👀. One sentence: Lee is betting on a long-term cycle driven by both treasury accumulation and institutional rotation—yet in the short term, the market is still slapping him in the face🤔. Do you believe it? #TomLee #韩国KOSPI创2020年以来最差季度 #SEC将明确链上募资规则
$ETH $ARK $FIL 🔥【Tom Lee comments: ETH's future 12 months far exceeds $10,000; is $10,000 by year-end too conservative?】🚀

At the Korea Blockchain Week, Fundstrat's Tom Lee expects: Ethereum in the next 12 months will be far above $10,000. Arthur Hayes says it could reach $10,000 by year-end, and Lee directly said, “Maybe it’s been underpriced.”🤯 He notes that in past cycles, ETH rose by 50—200x; if you run a 25x extrapolation, the theoretical figure is around $62,000🐂.

Logic 1: The treasury accumulates💰. Lee expects DAT to keep making continuous buys over the next 12—18 months. Ethereum's DAT currently holds 7% of the total supply; this cycle could rise to 15%. Bitmine holds 6.0013 million ETH, about 4.9% of the total supply. BMNR fell more than 0.2% earlier in the day, and retail sentiment is still leaning bearish📉.

Logic 2: HYPE serves as a template🎯. Hyperliquid's main treasury already holds 14% of the HYPE supply and continues buying. Lee says that if it holds until 50%, HYPE could rise in a parabolic way🚀.

Logic 3: Institutional rotation🏦. Lee says most institutions still haven’t added crypto exposure; among Fundstrat’s coverage, only about 2% are allocated. Ethereum rose about 65% in Q3, while the S&P 500 was basically flat—so he expects “large-scale rotation” in Q4🔄. He also pushes back on the claim that ETH is being overtaken: tokenization projects by firms like JPMorgan and BlackRock are 99% based on Ethereum⛓️.


But the reality: ETH is around $2,670, down more than 1% over 24 hours, down more than 10% this year, and down 36% over the past 12 months😅. Retail sentiment is still “bearish,” but the number of people paying attention has increased by more than 15% this week👀.

One sentence: Lee is betting on a long-term cycle driven by both treasury accumulation and institutional rotation—yet in the short term, the market is still slapping him in the face🤔. Do you believe it? #TomLee #韩国KOSPI创2020年以来最差季度 #SEC将明确链上募资规则
🗣️ Tom Lee: "Do you own enough crypto?" After CZ hinted a big move could be coming, Lee agreed on Sept 29 and said a crypto bull market is already underway. 👀 🔹 $BTC target: $150K (now ~$83K) 🔹 $ETH : $6K by year-end if BTC hits $150K and ETH/BTC reaches 0.04 🔹 Long term: $60K $ETH 🔹 BitMine now holds 6M+ ETH and buys every week ⚠️ Lee has skin in the game, and past targets have been missed. Use his view as one input, not a signal. 💬 Do you think $150K BTC is realistic? 👇 Not financial advice. DYOR. #TomLee #bitcoin #Ethereum #BinanceSquare {future}(BTCUSDT) {future}(ETHUSDT)
🗣️ Tom Lee: "Do you own enough crypto?"
After CZ hinted a big move could be coming, Lee agreed on Sept 29 and said a crypto bull market is already underway. 👀
🔹 $BTC target: $150K (now ~$83K)
🔹 $ETH : $6K by year-end if BTC hits $150K and ETH/BTC reaches 0.04
🔹 Long term: $60K $ETH
🔹 BitMine now holds 6M+ ETH and buys every week
⚠️ Lee has skin in the game, and past targets have been missed. Use his view as one input, not a signal.
💬 Do you think $150K BTC is realistic? 👇
Not financial advice. DYOR.
#TomLee #bitcoin #Ethereum #BinanceSquare
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Bullish
🚀 Tom Lee (Fundstrat): The Biggest Bitcoin Rally Is Still Ahead The Wall Street strategist’s key thesis: the current market isn’t just another cycle—it’s a global macroeconomic shift. 🎯 Goal: $150,000 – $250,000+ in $BTC this cycle ($500,000 in the long term). 🔥 4 main growth drivers: 1. Institutional ETFs: Continuous capital inflows create a shortage of BTC on exchanges. 2. Fed’s soft policy: Rate cuts and the return of global liquidity. 3. Supply shock: The full effect of halving combined with rising demand. 4. Altseason: Liquidity flows into $ETH Ethereum, L2 networks, and leading altcoins. 💬 Do you believe in $200k+ for Bitcoin this cycle? What are you holding in your portfolio right now? #Bitcoin #fomcвідстеження BinanceSquare #TomLee #fomcвідстеження Crypto #$BTC #Ethereum
🚀 Tom Lee (Fundstrat): The Biggest Bitcoin Rally Is Still Ahead
The Wall Street strategist’s key thesis: the current market isn’t just another cycle—it’s a global macroeconomic shift.
🎯 Goal: $150,000 – $250,000+ in $BTC this cycle ($500,000 in the long term).
🔥 4 main growth drivers:
1. Institutional ETFs: Continuous capital inflows create a shortage of BTC on exchanges.
2. Fed’s soft policy: Rate cuts and the return of global liquidity.
3. Supply shock: The full effect of halving combined with rising demand.
4. Altseason: Liquidity flows into $ETH Ethereum, L2 networks, and leading altcoins.
💬 Do you believe in $200k+ for Bitcoin this cycle? What are you holding in your portfolio right now?
#Bitcoin #fomcвідстеження BinanceSquare #TomLee #fomcвідстеження Crypto #$BTC #Ethereum
So impressive! Fundstrat’s Tom Lee personally issues a call: the bull market is here! Tom Lee went live in the Korea blockchain space: the crypto market has already entered a bull market! His reasons are solid: BTC has reclaimed the 200-day moving average, institutional capital is back in the game, and the tokenization scale keeps expanding. The most famous thing about “Old Tom” is using the 200-day moving average as the line between bull and bear—now he’s speaking for himself, and the signal meaning is off the charts. The market is indeed cooperating: BTC futures open interest of 7.74 billion hasn’t budged, while the large-holder long/short ratio over the past 4 hours climbed from 1.45 to 1.47—longs are quietly adding positions. Price is hovering just below 83,000; tonight it’ll be watched at 84,000. If it breaks out on increased volume, shorts will effectively surrender. The second thing is even more explosive: SOON is set to launch today the world’s first financial AI agent perpetual contract platform. The AI agent connects directly to execute trades via MCP and only supports one coin: SOON. After the news broke, SOON surged 40%, but there’s a twist in the order book: only 4.4% was added to contract open interest, while the large-holder long/short ratio actually fell from 0.93 to 0.79—meaning as the price was lifted higher, shorts got more aggressive. In this kind of “good news already priced in” stock/token, chasing in is like catching a flying knife. QNT follows the same script: up 18.5% in 24 hours, ranking first in contract gains; open interest jumped from 427 million to 540 million USD, then started shrinking again. The large-holder long/short ratio is just 0.8, with aggressive sell orders in control. Yes, it’s really rising—but smart money is lifting it while selling at the highs. Don’t be the bag-holder. $BTC $SOON $QNT #TomLee #SOON
So impressive! Fundstrat’s Tom Lee personally issues a call: the bull market is here!

Tom Lee went live in the Korea blockchain space: the crypto market has already entered a bull market! His reasons are solid: BTC has reclaimed the 200-day moving average, institutional capital is back in the game, and the tokenization scale keeps expanding. The most famous thing about “Old Tom” is using the 200-day moving average as the line between bull and bear—now he’s speaking for himself, and the signal meaning is off the charts.

The market is indeed cooperating: BTC futures open interest of 7.74 billion hasn’t budged, while the large-holder long/short ratio over the past 4 hours climbed from 1.45 to 1.47—longs are quietly adding positions. Price is hovering just below 83,000; tonight it’ll be watched at 84,000. If it breaks out on increased volume, shorts will effectively surrender.

The second thing is even more explosive: SOON is set to launch today the world’s first financial AI agent perpetual contract platform. The AI agent connects directly to execute trades via MCP and only supports one coin: SOON. After the news broke, SOON surged 40%, but there’s a twist in the order book: only 4.4% was added to contract open interest, while the large-holder long/short ratio actually fell from 0.93 to 0.79—meaning as the price was lifted higher, shorts got more aggressive. In this kind of “good news already priced in” stock/token, chasing in is like catching a flying knife.

QNT follows the same script: up 18.5% in 24 hours, ranking first in contract gains; open interest jumped from 427 million to 540 million USD, then started shrinking again. The large-holder long/short ratio is just 0.8, with aggressive sell orders in control. Yes, it’s really rising—but smart money is lifting it while selling at the highs. Don’t be the bag-holder.

$BTC $SOON $QNT

#TomLee #SOON
#bitmineethholdingstop6million 🐋 BitMine’s ETH share has just surpassed 6 million! 🚀 So, #bitmineethholdingstop6million . Huge congratulations to Tom! But wait... what’s the real reason behind you holding so much Ether, Tom? Do you know something we don’t? Is ETH quietly front-running a massive injection of $3K over the next few days? 👀 BitMine now controls 4.9% of the total ETH supply, making it the mightiest Ethereum whale! 🛒 What should traders do? 📈 Follow the smart money: When giant companies swallow 17,000 ETH in a single week and deposit 84% of it, the long-term supply shock is real. 🌊 Ride the wave: Watch the charts closely as Ethereum cements its place as a leading macro asset. DYOR! This is absolutely not financial advice. Please follow up $ETH $BNB $ORBS #Ethereum #BitMine #TomLee #CryptoNews #BinanceSquare
#bitmineethholdingstop6million
🐋 BitMine’s ETH share has just surpassed 6 million! 🚀
So, #bitmineethholdingstop6million . Huge congratulations to Tom! But wait... what’s the real reason behind you holding so much Ether, Tom? Do you know something we don’t? Is ETH quietly front-running a massive injection of $3K over the next few days? 👀 BitMine now controls 4.9% of the total ETH supply, making it the mightiest Ethereum whale!
🛒 What should traders do?
📈 Follow the smart money: When giant companies swallow 17,000 ETH in a single week and deposit 84% of it, the long-term supply shock is real.
🌊 Ride the wave: Watch the charts closely as Ethereum cements its place as a leading macro asset.
DYOR! This is absolutely not financial advice.

Please follow up

$ETH
$BNB
$ORBS
#Ethereum #BitMine #TomLee #CryptoNews #BinanceSquare
kaytoayase:
Acompanho a ETH
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Bullish
Verified
$ETH {future}(ETHUSDT) Tom Lee’s just put forward his actual case for why inflation might drop without any new hikes, innit? ​'If inflation starts coming down, it ain't gonna be 'cause of them Fed hikes from last week. It’s all down to the policy that’s already sitting there ​He points out three specific bits: A change in PCE methodology on September 30th. That on its own could knock 20 to 40 basis points off the year-on-year rate Tariff effects fading away over time Flash-memory prices settling back down ​Here’s the oil math, right: if crude stays around a hundred bucks, it stops adding to inflation in six months’ time. Simply 'cause the year-on-year comparison flattens out $MU {future}(MUUSDT) ​For inflation to actually speed up instead, Lee says three things would have to happen: house prices shoot right up, oil pushes towards 150, and memory prices take another big jump ​If none of that pops up, lower inflation could eventually let the Fed ease off on all that hawkish chat $BZ {future}(BZUSDT) #Fed #TomLee #USMarketUpdate
$ETH
Tom Lee’s just put forward his actual case for why inflation might drop without any new hikes, innit?

​'If inflation starts coming down, it ain't gonna be 'cause of them Fed hikes from last week. It’s all down to the policy that’s already sitting there

​He points out three specific bits:

A change in PCE methodology on September 30th. That on its own could knock 20 to 40 basis points off the year-on-year rate

Tariff effects fading away over time

Flash-memory prices settling back down

​Here’s the oil math, right: if crude stays around a hundred bucks, it stops adding to inflation in six months’ time. Simply 'cause the year-on-year comparison flattens out

$MU

​For inflation to actually speed up instead, Lee says three things would have to happen: house prices shoot right up, oil pushes towards 150, and memory prices take another big jump

​If none of that pops up, lower inflation could eventually let the Fed ease off on all that hawkish chat

$BZ
#Fed #TomLee #USMarketUpdate
30D trade $SOL 35.8 USDT
Is $ETH Breaking Its All-Time High This Year? Tom Lee Isn't Mincing Words. Bit Mine chairman Tom Lee just dropped a bold call on Coinage: ETH can "absolutely" hit a new all-time high this year. His logic isn't complicated: Near term target is $3,000, and then well above $5,000 to follow. Keep in mind ETH's previous peak was around $4,800–5,000 back in 2021. What he's saying is clear that high isn't a ceiling, it's a signpost. Here's the interesting part: he pointed out that ETH ran from $1,500 to $2,800 and the market was almost silent. He said he actually heard about a lot of big players losing serious money shorting that move. What does that tell you? Positioning hasn't caught up. A lot of people missed the boat. So what's he betting on? Tokenization. Robinhood put tokenized stocks on an Ethereum L2, and Lee says it's not about cutting costs it's because Ethereum is the safest and most liquid. In his words, Robinhood didn't pick Ethereum to fight over fees, they made that call after serious evaluation. Add in the AI narrative he keeps pushing AI agents making high frequency micro payments in the future, where traditional payment rails with all their middlemen and fees just can't work. On-chain settlement is the answer. Now to be fair: Lee is the chairman of Bit Mine and Bit Mine holds millions of ETH. He's one of the biggest stakeholders in this trade. How much of this is conviction and how much is his bag you decide. But at least he's willing to say it plainly: $3,000 is reasonable near term $5,000+ is coming and a new all-time high this year is absolutely happening. Believe it or not but the market definitely hasn't priced in his script yet. $SPCX $SOL {future}(SPCXUSDT) #Ethereum #ETH #TomLee #Crypto
Is $ETH
Breaking Its All-Time High This Year? Tom Lee Isn't Mincing Words.

Bit Mine chairman Tom Lee just dropped a bold call on Coinage: ETH can "absolutely" hit a new all-time high this year.

His logic isn't complicated:

Near term target is $3,000, and then well above $5,000 to follow. Keep in mind ETH's previous peak was around $4,800–5,000 back in 2021. What he's saying is clear that high isn't a ceiling, it's a signpost.

Here's the interesting part: he pointed out that ETH ran from $1,500 to $2,800 and the market was almost silent. He said he actually heard about a lot of big players losing serious money shorting that move. What does that tell you? Positioning hasn't caught up. A lot of people missed the boat.

So what's he betting on? Tokenization.

Robinhood put tokenized stocks on an Ethereum L2, and Lee says it's not about cutting costs it's because Ethereum is the safest and most liquid. In his words, Robinhood didn't pick Ethereum to fight over fees, they made that call after serious evaluation.

Add in the AI narrative he keeps pushing AI agents making high frequency micro payments in the future, where traditional payment rails with all their middlemen and fees just can't work. On-chain settlement is the answer.

Now to be fair: Lee is the chairman of Bit Mine and Bit Mine holds millions of ETH. He's one of the biggest stakeholders in this trade. How much of this is conviction and how much is his bag you decide.

But at least he's willing to say it plainly: $3,000 is reasonable near term $5,000+ is coming and a new all-time high this year is absolutely happening.

Believe it or not but the market definitely hasn't priced in his script yet.
$SPCX $SOL

#Ethereum
#ETH
#TomLee
#Crypto
$ETH $BMNRB $BTC 🇨🇳 Chinese translation:* BitMine chairman Tom Lee said that crypto-related stocks led the way in the third quarter, and that this outperformance is viewed as a signal that a bull market is starting. According to ChainCatcher, he said this cycle is different from previous ones driven by ICOs, NFTs, meme coins, and stablecoins, because it also includes tokenization, AI, and a more favorable regulatory environment, which could expand the pool of participating capital. Lee said the market may be nearing a clearer breakout after years of consolidation, and that the upside potential could exceed that of past cycles. He also said that as tokenization momentum on Wall Street increases, he remains bullish on Ethereum and believes ETH has a chance to challenge its previous high this year. *Poster:* *Square copy:* 🚀 *Tom Lee: Crypto stocks lead in Q3—bull market is here!* BitMine chairman said this round is different: previously it was ICO/NFT/Meme; this time it’s tokenization + AI + regulatory tailwinds, with a larger capital pool! After years of consolidation, a clearer breakout may be in sight, with upside outperforming past cycles. Most bullish on ETH: Wall Street tokenization is accelerating—ETH may have a chance to challenge its previous high this year! #TomLee #以太坊 #ETH #牛市 {future}(BTCUSDT) {spot}(BMNRBUSDT) {future}(ETHUSDT)
$ETH $BMNRB $BTC

🇨🇳 Chinese translation:*
BitMine chairman Tom Lee said that crypto-related stocks led the way in the third quarter, and that this outperformance is viewed as a signal that a bull market is starting. According to ChainCatcher, he said this cycle is different from previous ones driven by ICOs, NFTs, meme coins, and stablecoins, because it also includes tokenization, AI, and a more favorable regulatory environment, which could expand the pool of participating capital.
Lee said the market may be nearing a clearer breakout after years of consolidation, and that the upside potential could exceed that of past cycles. He also said that as tokenization momentum on Wall Street increases, he remains bullish on Ethereum and believes ETH has a chance to challenge its previous high this year.

*Poster:*

*Square copy:*
🚀 *Tom Lee: Crypto stocks lead in Q3—bull market is here!*
BitMine chairman said this round is different: previously it was ICO/NFT/Meme; this time it’s tokenization + AI + regulatory tailwinds, with a larger capital pool!
After years of consolidation, a clearer breakout may be in sight, with upside outperforming past cycles.
Most bullish on ETH: Wall Street tokenization is accelerating—ETH may have a chance to challenge its previous high this year!
#TomLee #以太坊 #ETH #牛市
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Bullish
$ETH {spot}(ETHUSDT) TOM LEE REGARDING ETH ETHERUEM ​"Financial institutions that have presently opted to utilise a public blockchain—would they suddenly care to wager on an unfamiliar, illiquid chain that might encounter complications with its codebase, adoption, market makers, or node operators? ​"One creates a sequence of cascading issues, when the reality of the matter is that Ethereum remains the premier platform of choice today $ENA {spot}(ENAUSDT) $ARB {spot}(ARBUSDT) #ETH🔥🔥🔥🔥🔥🔥 #Market_Update #TomLee
$ETH
TOM LEE REGARDING ETH ETHERUEM

​"Financial institutions that have presently opted to utilise a public blockchain—would they suddenly care to wager on an unfamiliar, illiquid chain that might encounter complications with its codebase, adoption, market makers, or node operators?

​"One creates a sequence of cascading issues, when the reality of the matter is that Ethereum remains the premier platform of choice today

$ENA
$ARB
#ETH🔥🔥🔥🔥🔥🔥 #Market_Update #TomLee
BREAKING 🔥 Tom Lee on Federal Reserve Rate Hikes & Market Outlook. Aggressive Move: Tom Lee views the Fed's aggressive rate hikes as a violent yet strategic shift toward a "maximum" hawkish stance. Pivot Potential: This aggressive positioning gives the central bank the flexibility to reverse course and adopt a more cautious approach later. Market Rally: Lee predicts that upcoming economic data will soften the Fed's rhetoric, ultimately paving the way for a strong stock market rally. Investor Advice: Market participants should closely monitor incoming economic data for early signals of a policy easing and a potential rebound. #Fed #TradFi #TomLee #stockmarket $ZEC $AVA $UNI {future}(ZECUSDT)
BREAKING 🔥
Tom Lee on Federal Reserve Rate Hikes & Market Outlook.
Aggressive Move: Tom Lee views the Fed's aggressive rate hikes as a violent yet strategic shift toward a "maximum" hawkish stance.
Pivot Potential: This aggressive positioning gives the central bank the flexibility to reverse course and adopt a more cautious approach later.
Market Rally: Lee predicts that upcoming economic data will soften the Fed's rhetoric, ultimately paving the way for a strong stock market rally.
Investor Advice: Market participants should closely monitor incoming economic data for early signals of a policy easing and a potential rebound.
#Fed #TradFi #TomLee #stockmarket
$ZEC $AVA $UNI
Tom Lee’s BitMine Adds More ETH🐋 BitMine Immersion Technologies, chaired by Tom Lee, has purchased another ~27,180 ETH worth approximately $68 million. The latest buy brings the company’s total holdings to about 5.96 million ETH -roughly 4.9% of Ethereum’s supply- as it continues its steady weekly accumulation toward a 5% target. Lee remains constructive on ETH, pointing to improving ETH/BTC structure and potential catalysts around tokenization and institutional demand. {spot}(ETHUSDT) $ETH $BTC $USDC #ETH #Ethereum #BitMine #TomLee #CoinVahini
Tom Lee’s BitMine Adds More ETH🐋

BitMine Immersion Technologies, chaired by Tom Lee, has purchased another ~27,180 ETH worth approximately $68 million.

The latest buy brings the company’s total holdings to about 5.96 million ETH -roughly 4.9% of Ethereum’s supply- as it continues its steady weekly accumulation toward a 5% target.

Lee remains constructive on ETH, pointing to improving ETH/BTC structure and potential catalysts around tokenization and institutional demand.


$ETH $BTC $USDC #ETH #Ethereum #BitMine #TomLee #CoinVahini
Tom Lee Predicts Massive Crypto Bull Run Fundstrat co founder Tom Lee anticipates an exceptionally bullish twelve month period for the digital asset market. #Fundstrat #TomLee ‎
Tom Lee Predicts Massive Crypto Bull Run

Fundstrat co founder Tom Lee anticipates an exceptionally bullish twelve month period for the digital asset market.

#Fundstrat #TomLee ‎
Article
Tom Lee: Digital currencies on the threshold of 12 months "very optimistic"Tom Lee, co-founder of "Fundstrat", believes the cryptocurrency market may be entering an unusually strong period lasting 12 months, based on the idea that the market has already shed much of its excessive leverage, and that the important historical four-year cycle is approaching its expected low.

Tom Lee: Digital currencies on the threshold of 12 months "very optimistic"

Tom Lee, co-founder of "Fundstrat", believes the cryptocurrency market may be entering an unusually strong period lasting 12 months, based on the idea that the market has already shed much of its excessive leverage, and that the important historical four-year cycle is approaching its expected low.
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Bullish
Article
Tom Lee: AI Progress "Continues at a Rapid Pace" – Opportunities Remain Amid Data Center BacklashDespite AI-related stocks facing pressure due to growing controversy over data centers, Fundstrat's head of research, Tom Lee, remains optimistic about the long-term AI outlook, stating that technological progress "continues at a rapid pace." Recently, concerns over massive AI spending by tech giants have triggered market volatility. Investors like Michael Burry have compared AI infrastructure investments to "Enron-style" hidden debt, pointing out that nine major tech companies have approximately $3 trillion in off-balance-sheet commitments, covering chip purchases, energy contracts, and data center facilities not yet leased. Tom Lee sees it differently. He argues that most of these so-called "off-balance-sheet liabilities" are commitments for future construction and procurement, not actual debt already incurred. The key differences: 💰 Who is spending: During the 2000 dot-com bubble, most companies relied on external financing to expand. Today, the biggest AI capital spenders are global cash-flow giants like Google, Amazon, Meta, and Microsoft.📊 AI adoption is still early: Currently, about 56% of companies have started using AI, but only around 7% have achieved deep business integration — leaving massive room for growth.🏗️ Data center controversy: Maine recently passed a bill banning new data centers over 20MW, and at least 12 other states are pushing similar legislation, reflecting rising public opposition. Yet this hasn't shaken Lee's confidence in the long-term AI trend. For the crypto market, Lee maintains a similarly bullish stance. He previously predicted at Binance Blockchain Week that Ethereum (ETH) could reach $62,000**, with Bitcoin (BTC) targeting **$250,000, driven by asset tokenization and accelerating institutional adoption. Lee pointed out that the key to restoring AI confidence lies in NVIDIA CEO Jensen Huang's ability to demonstrate, in upcoming events, that AI computing demand remains strong. This would help the AI sector break out of its consolidation phase and could also influence the technical outlook for BTC and the broader crypto market. #CryptoNews #Bitcoin #TomLee #Aİ

Tom Lee: AI Progress "Continues at a Rapid Pace" – Opportunities Remain Amid Data Center Backlash

Despite AI-related stocks facing pressure due to growing controversy over data centers, Fundstrat's head of research, Tom Lee, remains optimistic about the long-term AI outlook, stating that technological progress "continues at a rapid pace."
Recently, concerns over massive AI spending by tech giants have triggered market volatility. Investors like Michael Burry have compared AI infrastructure investments to "Enron-style" hidden debt, pointing out that nine major tech companies have approximately $3 trillion in off-balance-sheet commitments, covering chip purchases, energy contracts, and data center facilities not yet leased.
Tom Lee sees it differently. He argues that most of these so-called "off-balance-sheet liabilities" are commitments for future construction and procurement, not actual debt already incurred. The key differences:
💰 Who is spending: During the 2000 dot-com bubble, most companies relied on external financing to expand. Today, the biggest AI capital spenders are global cash-flow giants like Google, Amazon, Meta, and Microsoft.📊 AI adoption is still early: Currently, about 56% of companies have started using AI, but only around 7% have achieved deep business integration — leaving massive room for growth.🏗️ Data center controversy: Maine recently passed a bill banning new data centers over 20MW, and at least 12 other states are pushing similar legislation, reflecting rising public opposition. Yet this hasn't shaken Lee's confidence in the long-term AI trend.
For the crypto market, Lee maintains a similarly bullish stance. He previously predicted at Binance Blockchain Week that Ethereum (ETH) could reach $62,000**, with Bitcoin (BTC) targeting **$250,000, driven by asset tokenization and accelerating institutional adoption.
Lee pointed out that the key to restoring AI confidence lies in NVIDIA CEO Jensen Huang's ability to demonstrate, in upcoming events, that AI computing demand remains strong. This would help the AI sector break out of its consolidation phase and could also influence the technical outlook for BTC and the broader crypto market.
#CryptoNews #Bitcoin #TomLee #Aİ
Article
Tom Lee reveals "massive bullish" expectations for Bitcoin and Ethereum—on one conditionTom Lee, head of research and chief investment officer at Fundstrat, spoke in an interview with CNBC about his latest expectations regarding Fed policies in September and global markets. Expect a bullish surprise despite September historically being weak: He pointed out to me that September has historically been a weak month for markets, with uncertainty surrounding interest-rate scenarios. However, he argued that contrary to general expectations, the markets could surprise with strong gains.

Tom Lee reveals "massive bullish" expectations for Bitcoin and Ethereum—on one condition

Tom Lee, head of research and chief investment officer at Fundstrat, spoke in an interview with CNBC about his latest expectations regarding Fed policies in September and global markets.
Expect a bullish surprise despite September historically being weak:
He pointed out to me that September has historically been a weak month for markets, with uncertainty surrounding interest-rate scenarios. However, he argued that contrary to general expectations, the markets could surprise with strong gains.
🚨 TOM LEE LO DICE CLARO: THE WALL BETWEEN TRADFI AND CRYPTO IS CRUMBLING 🚨 The co-founder of Fundstrat and president of BitMine doesn’t mince words: for him, there’s no longer any point in talking about "traditional finance" and "crypto" as separate worlds. They’re on their way to becoming a single market. 📊 Why does he say that? 🔹 Wall Street is rebuilding its outdated infrastructure on crypto rails — tokenization of stocks, bonds, and real assets is already a reality, not a promise. 🔹 Stablecoins are working like disguised banks, and they’re more profitable than traditional banking with far less staff. 🔹 Giants like BlackRock aren’t "testing" crypto anymore: they’re seriously building tokenization products, and dozens of other institutions are coming behind them. 🔹 Crypto IPOs (Circle, Bullish, and those to come) are showing that institutional capital is no longer afraid of this sector. 💡 The core idea: when instant settlement, 24/7 trading, and the ability to use crypto as collateral become standard, the line between the "traditional market" and the "crypto market" simply stops existing. 🌐 This isn’t just another bullish opinion. It’s a thesis about where the global financial infrastructure is heading — and those who understand this convergence before everyone else usually position themselves first. 👥 Binance Square community, the question isn’t whether TradFi and crypto are going to merge. The question is: are you building your portfolio with that future in mind, or do you still see them as two separate worlds? 💬 Tell me in the comments: are you already seeing that convergence in your day-to-day crypto? #TomLee #TradFi #bitcoin #Ethereum✅ #tokenización
🚨 TOM LEE LO DICE CLARO: THE WALL BETWEEN TRADFI AND CRYPTO IS CRUMBLING 🚨
The co-founder of Fundstrat and president of BitMine doesn’t mince words: for him, there’s no longer any point in talking about "traditional finance" and "crypto" as separate worlds. They’re on their way to becoming a single market.
📊 Why does he say that?
🔹 Wall Street is rebuilding its outdated infrastructure on crypto rails — tokenization of stocks, bonds, and real assets is already a reality, not a promise.
🔹 Stablecoins are working like disguised banks, and they’re more profitable than traditional banking with far less staff.
🔹 Giants like BlackRock aren’t "testing" crypto anymore: they’re seriously building tokenization products, and dozens of other institutions are coming behind them.
🔹 Crypto IPOs (Circle, Bullish, and those to come) are showing that institutional capital is no longer afraid of this sector.
💡 The core idea: when instant settlement, 24/7 trading, and the ability to use crypto as collateral become standard, the line between the "traditional market" and the "crypto market" simply stops existing.
🌐 This isn’t just another bullish opinion. It’s a thesis about where the global financial infrastructure is heading — and those who understand this convergence before everyone else usually position themselves first.
👥 Binance Square community, the question isn’t whether TradFi and crypto are going to merge. The question is: are you building your portfolio with that future in mind, or do you still see them as two separate worlds?
💬 Tell me in the comments: are you already seeing that convergence in your day-to-day crypto?
#TomLee #TradFi #bitcoin #Ethereum✅ #tokenización
·
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Bearish
📉 Big players, big losses! 😅 Tom Lee's portfolio worth $7.8 billion is currently down $ETH . When even the big sharks are facing this kind of situation, it's no surprise that we retail traders are taking a hit in this dip! Moral of the story: Not everyone's day in crypto is the same. Stay strong! 💎🙌 $BTC $BNB #TCH #CryptoNews #eth #TomLee #CryptoCrash
📉 Big players, big losses! 😅

Tom Lee's portfolio worth $7.8 billion is currently down $ETH . When even the big sharks are facing this kind of situation, it's no surprise that we retail traders are taking a hit in this dip!

Moral of the story: Not everyone's day in crypto is the same. Stay strong! 💎🙌
$BTC $BNB
#TCH
#CryptoNews #eth #TomLee #CryptoCrash
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