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Anthony Scaramucci (Anthony Scaramucci): CZ called a super cycle, ETFs arrived, Trump came in - and Bitcoin is still down over 50% from the top. What broke? Tom Lee (Thomas (Tom) Lee (not drummer) FundstratDirect.com): nothing. A 50%-plus drawdown is the correction phase of the 4-year cycle, not a... show more

Podcast Alpha

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23,283 просмотров • 3 месяцев назад •via X (Twitter)

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Tom Lee: "If you exclude the 10 best days for each year in Bitcoin, you'd actually be down 27% per year." All the gains basically come down to 10 days. Miss them and you're wrecked. The same window exists in the S&P too - miss 10 days and your 9% annual return flips to -10%. FT Anthony Scaramucci Thomas (Tom) Lee (not drummer) FundstratDirect.com All Things Markets SkyBridge.

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Mike Alfred says the doomers were wrong and there was no four-year cycle bear market "The four-year cycle doomers who predicted that Bitcoin would fall all the way into October, it looks like they've already been wrong." "Bitcoin is 76K right now, with yields as high as they are, with oil, with the election cycle and everything that's going on, I would call that a win." "It's pretty clear now that there was no four-year cycle bear market. We did not get an 85% decline. We got a little over 50%. A mid bull market decline rather than a bear market." "I consider it a mid cycle correction, and I've considered this a mid cycle correction the entire time, all the way back before February even."

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🔥TOM LEE: “THIS DOESN’T LOOK LIKE A 4-YEAR BITCOIN CYCLE.” Lee argues this cycle is behaving differently from every prior Bitcoin cycle: 1️⃣ On-chain activity is rising. ETH addresses, usage, and TVL are moving higher — the opposite of prior cycle tops. 2️⃣ Leverage washout already happened. The October 10 selloff wiped out more leverage than November 2022, effectively front-loading the pain. 3️⃣ The macro cycle doesn’t confirm a peak. Bitcoin has never topped without ISM peaking — yet ISM has been below 50 for 36 straight months. 4️⃣ Inter-market signals don’t align. Every $BTC peak coincided with copper outperforming gold — today, gold is still leading.

🔥TOM LEE: “THIS DOESN’T LOOK LIKE A 4-YEAR BITCOIN CYCLE.” Lee argues this cycle is behaving differently from every prior Bitcoin cycle: 1️⃣ On-chain activity is rising. ETH addresses, usage, and TVL are moving higher — the opposite of prior cycle tops. 2️⃣ Leverage washout already happened. The October 10 selloff wiped out more leverage than November 2022, effectively front-loading the pain. 3️⃣ The macro cycle doesn’t confirm a peak. Bitcoin has never topped without ISM peaking — yet ISM has been below 50 for 36 straight months. 4️⃣ Inter-market signals don’t align. Every $BTC peak coincided with copper outperforming gold — today, gold is still leading.

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SCARAMUCCI ASKS IF 55% BITCOIN IS TOO MUCH -- TOM LEE SAYS HOLD THE WINNER Anthony Scaramucci admits $BTC grew from a 6-7% position into 55% of his net worth. 👀 Tom Lee’s response was simple: When you have a winner, don’t rush to diversify out of it. If the thesis still works, you HODL, because you don’t know where the ceiling is.

SCARAMUCCI ASKS IF 55% BITCOIN IS TOO MUCH -- TOM LEE SAYS HOLD THE WINNER Anthony Scaramucci admits $BTC grew from a 6-7% position into 55% of his net worth. 👀 Tom Lee’s response was simple: When you have a winner, don’t rush to diversify out of it. If the thesis still works, you HODL, because you don’t know where the ceiling is.

CryptosRus

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Tom Lee: S&P 500 Could Top 8,000 by Year-End BitMine Chairman Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com said in a July 14 CNBC interview that the S&P 500 could rise above 8,000 by year-end, as the AI story remains intact. He described a possible three-phase market: the S&P 500 could first reach 7,700, then see a normal 10% to 15% pullback, before rallying above 8,000 by year-end. On gold and silver's recent weakness, Lee said long-term holders may be taking profits after strong gains, as both assets had outperformed their store-of-value role and became risk-on assets.

Tom Lee: S&P 500 Could Top 8,000 by Year-End BitMine Chairman Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com said in a July 14 CNBC interview that the S&P 500 could rise above 8,000 by year-end, as the AI story remains intact. He described a possible three-phase market: the S&P 500 could first reach 7,700, then see a normal 10% to 15% pullback, before rallying above 8,000 by year-end. On gold and silver's recent weakness, Lee said long-term holders may be taking profits after strong gains, as both assets had outperformed their store-of-value role and became risk-on assets.

Wu Blockchain

29,882 просмотров • 2 месяцев назад

Tom Lee: AI agents are about to become wealthier than humans. "We're going to start to question whether we work for the AI agent or they actually work for us." If that system is centralized, "you end up with Skynet." That's why decentralized blockchains aren't a relic - they're the only protection humans have against AI becoming too powerful. FT Anthony Scaramucci Thomas (Tom) Lee (not drummer) FundstratDirect.com All Things Markets SkyBridge.

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Milk Road

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Tom Lee: A Really Bullish Period for Crypto Over the Next 12 Months On September 11, 2026, BitMine Chairman Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com said in an interview with Wealthion Wealthion that he believes crypto could be highly bullish over the next 12 months. Wall Street has begun embracing blockchain, tokenized securities and stablecoins over the past year and a half, fundamentally changing crypto’s addressable market. With leverage returning after a major market deleveraging, the four-year cycle nearing its end, the potential advancement of the CLARITY Act and Wall Street building financial infrastructure on blockchain, Lee sees multiple tailwinds supporting the crypto market. WuBlockchain notes that Tom Lee's market forecasts tend to be optimistic. His bullish targets may not materialize, and actual market performance may differ significantly from his predictions. Readers are encouraged to focus on his analytical reasoning rather than use specific price targets or timelines as a basis for investment decisions.

Wu Blockchain

20,729 просмотров • 20 дней назад