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Today on Squawk Box, Tom Lee pointed to a pattern that has held across 7 major wars, including World War II. Markets bottom within the first 10% of a war's duration. For WWII, that was 5 months. If the U.S.-Iran war follows the same script, Tom says 90–95% of... show more

Fundstrat Direct

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36,676 次观看 • 4 个月前 •via X (Twitter)

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The U.S. blockade of Iran is officially underway. 15+ warships. Oil is rising. No deal yet. Last month Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee and Mark Newton CMT covered war, oil, gold, crypto and top stock ideas for the month. This month they do it again on April 23rd. Request your invite:

The U.S. blockade of Iran is officially underway. 15+ warships. Oil is rising. No deal yet. Last month Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee and Mark Newton CMT covered war, oil, gold, crypto and top stock ideas for the month. This month they do it again on April 23rd. Request your invite:

Fundstrat Direct

41,549 次观看 • 3 个月前

On The Exchange, Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee said that we may be entering one of the best 18–24 month windows for stocks we'll see in our lifetimes. He's explaining the full case on Thursday, April 23 at 2pm ET: market outlook, top ideas, live Q&A. Request your invite →

On The Exchange, Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee said that we may be entering one of the best 18–24 month windows for stocks we'll see in our lifetimes. He's explaining the full case on Thursday, April 23 at 2pm ET: market outlook, top ideas, live Q&A. Request your invite →

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18,012 次观看 • 3 个月前

"Short gold, long crypto. For the next year, I think that's a money trade." — Tom Lee Gold just had one of its worst weeks in 50 years. Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee and Mark Newton CMT down what that means, the exact setup to watch, and Fundstrat's just-updated Top 5 large-cap and SMID stock ideas for the month. Link pinned in the comments.

"Short gold, long crypto. For the next year, I think that's a money trade." — Tom Lee Gold just had one of its worst weeks in 50 years. Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee and Mark Newton CMT down what that means, the exact setup to watch, and Fundstrat's just-updated Top 5 large-cap and SMID stock ideas for the month. Link pinned in the comments.

Fundstrat Direct

4,144,475 次观看 • 4 个月前

Oil is surging. VIX is spiking. Equities are tumbling. After a volatile but flat February, Thomas (Tom) Lee (not drummer) FSInsight.com’s Tom Lee made the case for an up March. Does the U.S.-Iran conflict change that thesis? Get his updated view and market playbook in today’s Macro Minute, exclusively for Fundstrat members. Start your free trial to unlock:

Oil is surging. VIX is spiking. Equities are tumbling. After a volatile but flat February, Thomas (Tom) Lee (not drummer) FSInsight.com’s Tom Lee made the case for an up March. Does the U.S.-Iran conflict change that thesis? Get his updated view and market playbook in today’s Macro Minute, exclusively for Fundstrat members. Start your free trial to unlock:

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24,706 次观看 • 5 个月前

🚨 MATT HOUGAN + TOM LEE JUST CALLED IT Bitwise CIO Matt Hougan and Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com both just called the bottom for this week. 🤯 Two of the most accurate analysts of the last cycle… lining up with the same signal. If they’re right, this is the moment everyone will look back on and say: “That was the GENERATIONAL OPPORTUNITY ” 🔥👀 Markets don’t ring a bell at the bottom, but sometimes the people who’ve been right before do. Stay alert! $ETH / $BMNR

🚨 MATT HOUGAN + TOM LEE JUST CALLED IT Bitwise CIO Matt Hougan and Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com both just called the bottom for this week. 🤯 Two of the most accurate analysts of the last cycle… lining up with the same signal. If they’re right, this is the moment everyone will look back on and say: “That was the GENERATIONAL OPPORTUNITY ” 🔥👀 Markets don’t ring a bell at the bottom, but sometimes the people who’ve been right before do. Stay alert! $ETH / $BMNR

BMNR Bullz

85,883 次观看 • 8 个月前

TOM LEE: THIS IS CASH RAISING, NOT THE TOP Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com says the market is getting hit because institutions are raising cash ahead of the $75B SpaceX IPO. They may need cash for the IPO, then more cash to build a full market weight position in the aftermarket. That means selling recent winners. But Tom says the charts are not broken, this dip gets bought, and because so many people think SpaceX marks the top, it probably is not the top.

TOM LEE: THIS IS CASH RAISING, NOT THE TOP Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com says the market is getting hit because institutions are raising cash ahead of the $75B SpaceX IPO. They may need cash for the IPO, then more cash to build a full market weight position in the aftermarket. That means selling recent winners. But Tom says the charts are not broken, this dip gets bought, and because so many people think SpaceX marks the top, it probably is not the top.

BMNR Bullz

436,008 次观看 • 1 个月前

Tom Lee on CNBC: As much as the war is creating a huge short-term setback and a lot of uncertainty — ultimately wars are going to be good for the US economy and the US stock market. He also said that markets will start to think less of the crisis and more of the opportunity. Do you think he is right?

Tom Lee on CNBC: As much as the war is creating a huge short-term setback and a lot of uncertainty — ultimately wars are going to be good for the US economy and the US stock market. He also said that markets will start to think less of the crisis and more of the opportunity. Do you think he is right?

Lark Davis

25,528 次观看 • 4 个月前

Tom Lee: Ethereum Will Penalize Impatient Investors On July 7, 2026, Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com stated on the New Era Finance Podcast that the recent lag in the crypto market is primarily due to the aftermath of deleveraging, with capital flowing toward yield-bearing sectors. When discussing how to maintain conviction during the pullback of assets like Ethereum, he noted that the fundamentals remain unchanged. Citing Nvidia's $2 trillion surge in three months after a long consolidation at $160, Tom Lee expressed that both the stock and crypto markets will ultimately penalize impatient investors, and those who cannot hold on are the ones who actually lose.

Tom Lee: Ethereum Will Penalize Impatient Investors On July 7, 2026, Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com stated on the New Era Finance Podcast that the recent lag in the crypto market is primarily due to the aftermath of deleveraging, with capital flowing toward yield-bearing sectors. When discussing how to maintain conviction during the pullback of assets like Ethereum, he noted that the fundamentals remain unchanged. Citing Nvidia's $2 trillion surge in three months after a long consolidation at $160, Tom Lee expressed that both the stock and crypto markets will ultimately penalize impatient investors, and those who cannot hold on are the ones who actually lose.

Wu Blockchain

27,008 次观看 • 20 天前

Tom Lee made his market open debut today on the show and we discussed a variety of topics including Ethereum & Bitmine: - Why $ETH could be the biggest macro trade of the next decade - How $BMNR is growing the NAV & ETH per share at an accelerated pace - Ethereum end of year targets Thank you to Tom Thomas (Tom) Lee (not drummer) FundstratDirect.com for taking the time to join the show, we all deeply appreciated it!

Tom Lee made his market open debut today on the show and we discussed a variety of topics including Ethereum & Bitmine: - Why $ETH could be the biggest macro trade of the next decade - How $BMNR is growing the NAV & ETH per share at an accelerated pace - Ethereum end of year targets Thank you to Tom Thomas (Tom) Lee (not drummer) FundstratDirect.com for taking the time to join the show, we all deeply appreciated it!

amit

716,894 次观看 • 11 个月前

“If you're viewing this through the lens of a wealthy 40 year old, new technologies don’t look interesting to you because you're more focused on protecting your wealth & incumbency. Young people are the ones who change the world.” - Tom Lee (Thomas (Tom) Lee (not drummer) FSInsight.com) of FS Insight, Fundstrat Capital & Bitmine (NYSE-BMNR) $ETH The innovators dilemma is a perpetual cycle that happens at the individual, corporate and sovereign level. The history rhythms. Awesome segment from Tom on his experience with disruption in the cell-phone era. Listen to Tom chat with Ed Elson & Scott Galloway on the Prof G Markets.

“If you're viewing this through the lens of a wealthy 40 year old, new technologies don’t look interesting to you because you're more focused on protecting your wealth & incumbency. Young people are the ones who change the world.” - Tom Lee (Thomas (Tom) Lee (not drummer) FSInsight.com) of FS Insight, Fundstrat Capital & Bitmine (NYSE-BMNR) $ETH The innovators dilemma is a perpetual cycle that happens at the individual, corporate and sovereign level. The history rhythms. Awesome segment from Tom on his experience with disruption in the cell-phone era. Listen to Tom chat with Ed Elson & Scott Galloway on the Prof G Markets.

J64

37,412 次观看 • 7 个月前

TOM LEE: THE MARKET USUALLY BOTTOMS WHEN THE WAR STARTS Stocks often sell off into the buildup, then bottom once the invasion begins. His examples: 🔹 WWII bottomed in May 1942 🔹 That was before the Battle of Midway 🔹 Markets even rallied on D-Day Why? War spending boosts the economy. Oil already pulled back from $120 to under $100. VIX spiked above 30, then dropped below 20. Tom says when that setup has happened before, it marked a major low 4 out of 4 times. He thinks this could be the start of a bull market that runs through 2028.

TOM LEE: THE MARKET USUALLY BOTTOMS WHEN THE WAR STARTS Stocks often sell off into the buildup, then bottom once the invasion begins. His examples: 🔹 WWII bottomed in May 1942 🔹 That was before the Battle of Midway 🔹 Markets even rallied on D-Day Why? War spending boosts the economy. Oil already pulled back from $120 to under $100. VIX spiked above 30, then dropped below 20. Tom says when that setup has happened before, it marked a major low 4 out of 4 times. He thinks this could be the start of a bull market that runs through 2028.

BMNR Bullz

22,320 次观看 • 3 个月前

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 次观看 • 21 天前

TOM LEE: MARKETS TYPICALLY BOTTOM EARLY IN WAR He points out a pattern most people miss: in the last 8 major war events, stocks usually bottom early into the conflict, not at the end. Right now, fear is high and risks are obvious -- but that gets priced in quickly. As the year goes on, markets shift from crisis to opportunity, and historically, that’s when things start to turn. Same setup we’ve seen before. 💯 📹️ BMNR Bullz

TOM LEE: MARKETS TYPICALLY BOTTOM EARLY IN WAR He points out a pattern most people miss: in the last 8 major war events, stocks usually bottom early into the conflict, not at the end. Right now, fear is high and risks are obvious -- but that gets priced in quickly. As the year goes on, markets shift from crisis to opportunity, and historically, that’s when things start to turn. Same setup we’ve seen before. 💯 📹️ BMNR Bullz

CryptosRus

12,307 次观看 • 4 个月前

Tom Lee: Why Ethereum Could Become a $5 Trillion Network On July 7, 2026, Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com stated in an interview with the New Era Finance Podcast that at its current valuation of around $300 billion, Ethereum is grossly undervalued. As traditional assets like stocks and real estate gradually become composable, monetized, and digitized, running on Ethereum and other blockchains, he believes Ethereum could easily become a $1 trillion to $5 trillion network in the next few years. Regarding how Ethereum captures value, Tom Lee compared it to land; if everything happens on Ethereum, then Ethereum is equivalent to the land of the digital world, making it the core asset that should appreciate over time.

Tom Lee: Why Ethereum Could Become a $5 Trillion Network On July 7, 2026, Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com stated in an interview with the New Era Finance Podcast that at its current valuation of around $300 billion, Ethereum is grossly undervalued. As traditional assets like stocks and real estate gradually become composable, monetized, and digitized, running on Ethereum and other blockchains, he believes Ethereum could easily become a $1 trillion to $5 trillion network in the next few years. Regarding how Ethereum captures value, Tom Lee compared it to land; if everything happens on Ethereum, then Ethereum is equivalent to the land of the digital world, making it the core asset that should appreciate over time.

Wu Blockchain

38,418 次观看 • 26 天前

Tom Lee: Ethereum Is the Best-Performing Asset Since the War Started BitMine Chairman Tom Lee Tom Lee Tracker (Not actually Tom) said in a May 5 speech at Paris Blockchain Week 2026 that Ethereum has been the world's best-performing asset since the Middle East crisis began, even outperforming energy stocks and beating the S&P 500 by nearly 20 percentage points. He said that if markets can weather the Middle East crisis and the U.S. economy remains resilient despite higher oil prices, the crypto bull market could last into 2028. Lee also said Ethereum is going through a major deep consolidation, with tokenization and agentic AI likely to become key drivers of the next potential rally, including stablecoins, tokenized stocks, tokenized reputation systems and AI payment demand.

Tom Lee: Ethereum Is the Best-Performing Asset Since the War Started BitMine Chairman Tom Lee Tom Lee Tracker (Not actually Tom) said in a May 5 speech at Paris Blockchain Week 2026 that Ethereum has been the world's best-performing asset since the Middle East crisis began, even outperforming energy stocks and beating the S&P 500 by nearly 20 percentage points. He said that if markets can weather the Middle East crisis and the U.S. economy remains resilient despite higher oil prices, the crypto bull market could last into 2028. Lee also said Ethereum is going through a major deep consolidation, with tokenization and agentic AI likely to become key drivers of the next potential rally, including stablecoins, tokenized stocks, tokenized reputation systems and AI payment demand.

Wu Blockchain

15,237 次观看 • 3 个月前

My full interview with Tom Lee (Thomas (Tom) Lee (not drummer) FundstratDirect.com) which he called one of his favorite convos ever! We spoke about his experience in emerging technologies, the crypto supercycle, his family and background and of course, Ethereum. Timestamps: 03:00 - Who is the real Tom Lee? 06:54 - Tom Lee’s first 100x trade 08:52 - Trading advice to young traders 10:48 - Is Crypto still a profitable trade? 16:00 - How did Fundstrat and the Tom Lee brand come to life? 22:07 - Crazy 90’s trading stories 26:20 - Tom’s “AHA” moment on Crypto 31:40 - Why Ethereum? 41:50 - Why being a Permabull makes you more money 49:28 - Tom’s wildest ETH price call 52:45 - The “glitch” of 10/10 and ETH bottom call 56:16 - Thoughts on Digital Asset Treasuries and Saylor’s Strategy 1:03:32 - How are you feeling about 2026? 1:06:15 - Thoughts on Prediction Markets

Farokh

419,521 次观看 • 8 个月前

TOM LEE SAYS CRYPTO SPRING IS HERE. Ethereum has been trapped in the same range for nearly 5 years. Tom says the breakout resolves higher because the catalyst stack is now lining up: 🔹 Iran war ends 🔹 Oil risk premium collapses 🔹 CLARITY Act passes 🔹 Pro crypto White House 🔹 Pro Bitcoin Fed Chair Kevin Warsh The key point is oil. Tom says Ethereum now has its strongest inverse correlation to oil in history. Higher oil keeps inflation hot. Hot inflation keeps central banks tight. Lower oil removes the pressure. Then crypto gets regulation, liquidity and macro relief at the same time. That is why Tom Lee believes the next move is a bullish breakout. $ETH $BMNR

TOM LEE SAYS CRYPTO SPRING IS HERE. Ethereum has been trapped in the same range for nearly 5 years. Tom says the breakout resolves higher because the catalyst stack is now lining up: 🔹 Iran war ends 🔹 Oil risk premium collapses 🔹 CLARITY Act passes 🔹 Pro crypto White House 🔹 Pro Bitcoin Fed Chair Kevin Warsh The key point is oil. Tom says Ethereum now has its strongest inverse correlation to oil in history. Higher oil keeps inflation hot. Hot inflation keeps central banks tight. Lower oil removes the pressure. Then crypto gets regulation, liquidity and macro relief at the same time. That is why Tom Lee believes the next move is a bullish breakout. $ETH $BMNR

BMNR Bullz

88,814 次观看 • 2 个月前

Crypto sentiment is at its worst level since the FTX collapse; the RSI is at an all-time low, Google searches are down, and the fear and greed index is screaming danger, so I sat down with my friend Tom Lee (Thomas (Tom) Lee (not drummer) FundstratDirect.com), Fundstrat's (Fundstrat Capital) chief strategist and Bitmain's CEO, to get his honest take on where Bitcoin, Ethereum, and the entire crypto market go from here. If you're sitting on unrealized losses right now and wondering whether to hold or fold, this is the conversation you need to hear. Watch/Listen on X, YouTube, and Spotify. Timestamps 0:00 Tom Lee Introduction 1:12 Is capital being sucked out of crypto into AI? 3:05 Is Bitcoin in a 4-year cycle? 6:58 Tom Lee on Ethereum: "Price is lagging fundamentals." 8:55 Tom Lee: "AI agents might become wealthier than us." 9:46 Is Tom Lee worried about Quantum resistance in Bitcoin? 11:22 Anthony: "Michael Saylor has become the Bitcoin narrative." 14:35 Anthony's Bitmine bull vs bear case 18:21 Post-FTX conviction: Bitcoin went from $15K to $126K, what does that teach you? 21:47 Tom Lee: These are dark days, but July is a new month

Crypto sentiment is at its worst level since the FTX collapse; the RSI is at an all-time low, Google searches are down, and the fear and greed index is screaming danger, so I sat down with my friend Tom Lee (Thomas (Tom) Lee (not drummer) FundstratDirect.com), Fundstrat's (Fundstrat Capital) chief strategist and Bitmain's CEO, to get his honest take on where Bitcoin, Ethereum, and the entire crypto market go from here. If you're sitting on unrealized losses right now and wondering whether to hold or fold, this is the conversation you need to hear. Watch/Listen on X, YouTube, and Spotify. Timestamps 0:00 Tom Lee Introduction 1:12 Is capital being sucked out of crypto into AI? 3:05 Is Bitcoin in a 4-year cycle? 6:58 Tom Lee on Ethereum: "Price is lagging fundamentals." 8:55 Tom Lee: "AI agents might become wealthier than us." 9:46 Is Tom Lee worried about Quantum resistance in Bitcoin? 11:22 Anthony: "Michael Saylor has become the Bitcoin narrative." 14:35 Anthony's Bitmine bull vs bear case 18:21 Post-FTX conviction: Bitcoin went from $15K to $126K, what does that teach you? 21:47 Tom Lee: These are dark days, but July is a new month

Anthony Scaramucci

249,548 次观看 • 1 个月前

My brand new interview with Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com We discuss his bullish outlook on Bitcoin (new ATH this fall?), the national debt, Fed policy, corporate treasury boom, the U.S. acquiring Bitcoin and more. Let us know what you think in the comments below. Timecodes: 00:00 Tom Lee’s Market Outlook: Wall Street & U.S. Economy 1:27 Why Skepticism Is Good for the Markets 1:56 Why Tom Lee Is Bullish on Bitcoin and S&P 500 5:53 Government Debt: A Growing Economic Concern? 6:58 Should the Fed Cut Interest Rates? 8:46 What Happens If the Fed Lowers Rates? 9:38 Bitcoin Price Outlook: What’s Next? 10:47 Corporate Bitcoin Treasuries: Who’s Leading the Way? 12:45 Top Companies Holding Bitcoin in Treasury 14:04 Semler Scientific: Bitcoin as a Treasury Reserve 15:25 Fundstrat Strategy Breakdown: Key Offerings 18:48 Trump: “Bitcoin Is the New Oil” - What It Means 19:45 Can the U.S. Government Nationalize a Bitcoin Company? 22:57 Ethereum Investment: Why Tom Lee Is Buying 26:55 What Are the Risks of Holding Ethereum? 28:39 What Single Asset Would Tom Bet On?

Natalie Brunell ⚡️

236,850 次观看 • 1 年前

Yesterday, I posted a video on 3 reasons I’m buying $BMNR highlight that Tom Lee as an advocate was a big reason. YouTube viewers actually commented to call this man the “2025 Cathie Wood” saying it’s easy to be a genius in a bull market. That’s frankly an intellectually dishonest oversimplification because I’m old enough to remember back in 2019 when Becky Quick called Tom Lee crazy for advocating 1-2% in $BTC when it was literally $5,000 (I was buying BTC around this time). There’s a reason many retail investors are following Thomas (Tom) Lee (not drummer) FSInsight.com into $BMNR. Not because he’s a “pumper” or a sign of a euphoric market, but because he has been true to his convictions from day one. For years. In this latest bull market yes, but he was also consistently the most optimistic analyst on the street in 2022 during the bear. People remember that level of conviction. And they respect it. So in that context I’m not shocked that he’s a major reason for the retail flows into $BMNR.

Yesterday, I posted a video on 3 reasons I’m buying $BMNR highlight that Tom Lee as an advocate was a big reason. YouTube viewers actually commented to call this man the “2025 Cathie Wood” saying it’s easy to be a genius in a bull market. That’s frankly an intellectually dishonest oversimplification because I’m old enough to remember back in 2019 when Becky Quick called Tom Lee crazy for advocating 1-2% in $BTC when it was literally $5,000 (I was buying BTC around this time). There’s a reason many retail investors are following Thomas (Tom) Lee (not drummer) FSInsight.com into $BMNR. Not because he’s a “pumper” or a sign of a euphoric market, but because he has been true to his convictions from day one. For years. In this latest bull market yes, but he was also consistently the most optimistic analyst on the street in 2022 during the bear. People remember that level of conviction. And they respect it. So in that context I’m not shocked that he’s a major reason for the retail flows into $BMNR.

Tevis

319,235 次观看 • 10 个月前