Sat down with Tom Lee (Thomas (Tom) Lee (not drummer) FundstratDirect.com) during Consensus in Hong Kong to chat about the Crypto Winter, the dip on $ETH, BitMine's investment in Mr. Beast and more! 01:11 - When will the pain stop for Crypto? 02:14 - Crypto vs Gold, as hedge... vs Inflation 06:06 - What’s TradFi’s take on the Crypto Winter? 07:52 - Has Crypto lost its lore? 09:50 - BitMine’s approach to Ethereum in 2026 12:37 - Are DATs the problem? 15:55 - Any regrets on your capital deployment on ETH? 18:00 - Moonshot's $200M investment in Mr. Beast Industries 23:12 - Tom’s 2026 Crypto Predictions 24:24 - How much long will the Crypto Winter last?show more

@fundstrat really glad to see you stayed hydrated farokh during this interview

@fundstrat bottoms in $bmnr $mog $eth

@fundstrat tom lee's insights are always worth listening to but the real challenge is getting crypto into the hands of the next million users. distribution is still the biggest hurdle for mainstream adoption

@fundstrat Great interview 👏👏

@fundstrat that eth dip got my portfolio looking real humble mr beast play is wild too

@fundstrat Tom Lee: $4800 was the end of the selling not the beginning

@fundstrat bro I need these timestamps for life decisions too like when will I stop procrastinating

@fundstrat LFG Tom!

@fundstrat $REKT drinks spotted

@fundstrat Crypto's tough now but it’s all part of the cycle, patience might pay off in the end.

@fundstrat Did Tom enjoy a rekt drink during this interview? 👀

@fundstrat You interviewed a guy that couldn’t of called it more wrong if he tried…. And yet we’re supposed to listen to 25 mins like he spits alpha? Lmao

@fundstrat You can just drink things $REKT @TomLeeTracker

@fundstrat Amazing interview, thank you 🙏

@DecryptMedia @fundstrat tom lee could tell me we're going to the moon and my portfolio would still find a way to bleed lmao

@fundstrat Interesting interview 👏 Good to see @rektdrinks on the table $REKT WORLD DOMINATION

@fundstrat $rekt world domination

@fundstrat timestamps saved, tom’s tradfi lens on crypto is the real tape to watch, his eth dip take beats the headlines

@fundstrat Ahh man, wished you had leaned into the acquisition of other DAT’s that Tom Lee mentioned. Would love to know if they have anything planned already. Great time to buy whilst valuations are depressed. Great convo - thanks!

@fundstrat Good interview! Wish you touched more on the dat acquisition part he mentioned. I want to learn more about that and how it could be accretive.

@fundstrat loved it ! One of my favorite episode !

@fundstrat Damn, this deep dive into the Crypto Winter is wtf sooo good. It's a careful optimistic steady view of where things will go after this dip.

@fundstrat I like the idea of them acquiring other DATs - hopefully at discounts!!!

@fundstrat are you a buyer/holder of BMNR?

@fundstrat LFG

@osf_rekt @fundstrat Legend

@fundstrat tom lee's takes are fire as usual

@fundstrat Has he taken a haircut on his position

@fundstrat Tom Lee doesn't know when the bottom is in He will keep calling every wrong bottom until he gets it right

@fundstrat $REKT WORLD DOMINATION

@fundstrat Every winter feels like the last one. Until it isn’t.

@fundstrat Killing it

@fundstrat 🤌

@fundstrat Solid interview my guy 🤝

@fundstrat Thank you!

@fundstrat What excellent things we see!