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TOM LEE SAYS WE’RE 90% THROUGH THE ROTATION - Software ownership at multi-decade lows - Mag 7 now 3 PE points cheaper than AI “bullet makers” - Crypto drawdowns already 80% of past crypto winters

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Tom Lee Tracker (Not actually Tom)

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141,923 görüntüleme • 5 ay önce •via X (Twitter)

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Tom Lee says the worst of the selloff should occur this week with markets stabilizing afterward. He expects March to finish higher with Mag 7, software & crypto near a bottom
1:01

Tom Lee says the worst of the selloff should occur this week with markets stabilizing afterward. He expects March to finish higher with Mag 7, software & crypto near a bottom

Shay Boloor

219,295 görüntüleme • 4 ay önce

🚨 TOM LEE: ETHEREUM IS THE LAST STOP FOR THE AI TRADE. AI money has already flowed through semis, memory and software. Now Lee says crypto is next. 🔹 AI agents need crypto rails 🔹 Tokenization could reach $300T 🔹 Stablecoins already exceed Visa volume 🔹 Software broke out while $ETH still lags Wall Street is pushing to tokenize stocks, bonds, real estate and commodities. Every major AI winner has rerated. Ethereum hasn’t. $ETH
4:28

🚨 TOM LEE: ETHEREUM IS THE LAST STOP FOR THE AI TRADE. AI money has already flowed through semis, memory and software. Now Lee says crypto is next. 🔹 AI agents need crypto rails 🔹 Tokenization could reach $300T 🔹 Stablecoins already exceed Visa volume 🔹 Software broke out while $ETH still lags Wall Street is pushing to tokenize stocks, bonds, real estate and commodities. Every major AI winner has rerated. Ethereum hasn’t. $ETH

BMNR Bullz

177,284 görüntüleme • 1 ay önce

Tom Lee just dropped a huge warning and a surprising crypto call: • 2026 “policy shock” could slam the S&P 500 by 20% • On Oct 10, 1/3 of crypto market makers went bankrupt and 2M accounts were wiped • “We’re near the crypto bottom, but AI, not crypto, leads next cycle” • Still thinks Bitcoin can break $100K by year-end Agree?
3:16

Tom Lee just dropped a huge warning and a surprising crypto call: • 2026 “policy shock” could slam the S&P 500 by 20% • On Oct 10, 1/3 of crypto market makers went bankrupt and 2M accounts were wiped • “We’re near the crypto bottom, but AI, not crypto, leads next cycle” • Still thinks Bitcoin can break $100K by year-end Agree?

Aaron Bennett

529,005 görüntüleme • 7 ay önce

BREAKING: 🇺🇸 Tom Lee says leverage is wiped out from crypto, Bitcoin & ETH open interest is at historic lows and “ we gonna see a crypto rally into the end of the year ” This guy holds $12.7B in $ETH for a reason
1:48

BREAKING: 🇺🇸 Tom Lee says leverage is wiped out from crypto, Bitcoin & ETH open interest is at historic lows and “ we gonna see a crypto rally into the end of the year ” This guy holds $12.7B in $ETH for a reason

Ash Crypto

838,202 görüntüleme • 8 ay önce

Tom Lee says Tom DeMark, crypto advisor to Bitmine $BMRN, has been calling $BTC at $77K and $ETH at $2.4K since mid-November. We’re here now. Lee says all the pieces are in place for a crypto bottom. Strange, considering he also called $BTC $200K by end-Feb and $ETH $9K in early 2026. Are you buying this bottom? 👇
0:52

Tom Lee says Tom DeMark, crypto advisor to Bitmine $BMRN, has been calling $BTC at $77K and $ETH at $2.4K since mid-November. We’re here now. Lee says all the pieces are in place for a crypto bottom. Strange, considering he also called $BTC $200K by end-Feb and $ETH $9K in early 2026. Are you buying this bottom? 👇

Daniel

66,069 görüntüleme • 5 ay önce

Tom Lee: The worst of the sell-off happens this week. March will be an up month. Mag 7, software, and crypto have likely bottomed — or are close. The first names to get crushed will be the first to recover. That’s how markets work.
1:01

Tom Lee: The worst of the sell-off happens this week. March will be an up month. Mag 7, software, and crypto have likely bottomed — or are close. The first names to get crushed will be the first to recover. That’s how markets work.

Daniel

348,316 görüntüleme • 4 ay önce

TOM LEE AT PARIS BLOCKCHAIN WEEK BITMINE already owns 4% of ETH supply. They expect to reach 5% this year. But the bigger point is MAVAN. BITMINE is already staking over $2B of other people’s crypto, including ETH, HYPERLIQUID, and SOLANA. TOM LEE says MAVAN will be the largest single service staking operator in the world. This is not just an ETH treasury. It is a crypto yield business being built at massive scale. 🔹 4% of ETH already acquired 🔹 5% target this year 🔹 $2B+ external crypto already staked 🔹 $310M annual ETH yield at current holdings $BMNR $ETH
5:01

TOM LEE AT PARIS BLOCKCHAIN WEEK BITMINE already owns 4% of ETH supply. They expect to reach 5% this year. But the bigger point is MAVAN. BITMINE is already staking over $2B of other people’s crypto, including ETH, HYPERLIQUID, and SOLANA. TOM LEE says MAVAN will be the largest single service staking operator in the world. This is not just an ETH treasury. It is a crypto yield business being built at massive scale. 🔹 4% of ETH already acquired 🔹 5% target this year 🔹 $2B+ external crypto already staked 🔹 $310M annual ETH yield at current holdings $BMNR $ETH

BMNR Bullz

40,781 görüntüleme • 3 ay önce

TOM LEE SAYS THE BITCOIN AND ETHEREUM THESIS IS ABSOLUTELY NOT BROKEN. He says people are “rage quitting” crypto near the end of crypto winter because the spotlight is still on AI, semis and software. But the future has not changed. 🔹 AI needs identity + verification 🔹 Wall Street wants tokenization 🔹 Bitcoin still has network value 🔹 Ethereum benefits as assets move on chain Tom says Bitcoin and Ethereum are the future of money. And if Wall Street tokenizes at scale, Ethereum’s price should go up a lot. $BTC $ETH $BMNR
3:14

TOM LEE SAYS THE BITCOIN AND ETHEREUM THESIS IS ABSOLUTELY NOT BROKEN. He says people are “rage quitting” crypto near the end of crypto winter because the spotlight is still on AI, semis and software. But the future has not changed. 🔹 AI needs identity + verification 🔹 Wall Street wants tokenization 🔹 Bitcoin still has network value 🔹 Ethereum benefits as assets move on chain Tom says Bitcoin and Ethereum are the future of money. And if Wall Street tokenizes at scale, Ethereum’s price should go up a lot. $BTC $ETH $BMNR

BMNR Bullz

171,816 görüntüleme • 1 ay önce

TOM LEE: SENTIMENT IS ROCK BOTTOM Tom Lee says crypto sentiment is about as bad as it gets right now. $ETH is down ~40% in just the last 10 days. But he’s seen this before, the same “is crypto even viable?” talk showed up after FTX in Nov 2022. One stat he keeps coming back to: over the last 8 years, Ethereum has seen 7 drawdowns of 60%+ -- and every single one snapped back in a V-shaped recovery. Crypto is volatile by nature, but when it finally bottoms, it usually moves fast. If this really is a bottoming zone, history says the bounce doesn’t take long. ⚡
0:57

TOM LEE: SENTIMENT IS ROCK BOTTOM Tom Lee says crypto sentiment is about as bad as it gets right now. $ETH is down ~40% in just the last 10 days. But he’s seen this before, the same “is crypto even viable?” talk showed up after FTX in Nov 2022. One stat he keeps coming back to: over the last 8 years, Ethereum has seen 7 drawdowns of 60%+ -- and every single one snapped back in a V-shaped recovery. Crypto is volatile by nature, but when it finally bottoms, it usually moves fast. If this really is a bottoming zone, history says the bounce doesn’t take long. ⚡

CryptosRus

43,103 görüntüleme • 5 ay önce

ABRA CEO BILL BARHYDT FIRES BACK AT JAMIE DIMON. He says crypto innovation left the U.S. because of outdated laws. Now Congress is trying to bring it back. Crypto is good for banks. Good for software. And eventually, AI may become one of crypto's biggest users.
2:04

ABRA CEO BILL BARHYDT FIRES BACK AT JAMIE DIMON. He says crypto innovation left the U.S. because of outdated laws. Now Congress is trying to bring it back. Crypto is good for banks. Good for software. And eventually, AI may become one of crypto's biggest users.

CryptosRus

20,928 görüntüleme • 1 ay önce

TOM LEE: CRYPTO IS THE DOWNSTREAM STORY OF AI AND IT'S HAPPENING NOW BlackRock is tokenizing almost every asset. Here's what's coming: -Young people will be trading tokenized stocks on crypto rails within 12 months -Oil already trades on weekends via crypto rails. Almost every asset class is next -Memory stocks went nowhere in 2024-2025, then went parabolic in 2026. Crypto is in that same setup
1:20

TOM LEE: CRYPTO IS THE DOWNSTREAM STORY OF AI AND IT'S HAPPENING NOW BlackRock is tokenizing almost every asset. Here's what's coming: -Young people will be trading tokenized stocks on crypto rails within 12 months -Oil already trades on weekends via crypto rails. Almost every asset class is next -Memory stocks went nowhere in 2024-2025, then went parabolic in 2026. Crypto is in that same setup

Tom Lee Tracker (Not actually Tom)

94,408 görüntüleme • 24 gün önce

TOM LEE: CRYPTO IS HOW HUMANS CONTROL THE AI FUTURE. Prof G asked why Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com is still bullish after a brutal year for crypto and BitMine buying another $40M+ of ETH. His answer was bigger than price. Crypto solves trusted settlement between untrusted parties. That is why Wall Street is building tokenized assets, stablecoin rails and new financial infrastructure on-chain. Then he tied it to AI. 🔹 Agents create wealth 🔹 Robots create wealth 🔹 Blockchain gives them rails 🔹 Crypto keeps humans in control Tom called it the “uncanny valley of wealth.” At some point, if agents make more money than humans, the question becomes simple: Do they work for us, or do we work for them? $ETH $BMNR
3:02

TOM LEE: CRYPTO IS HOW HUMANS CONTROL THE AI FUTURE. Prof G asked why Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com is still bullish after a brutal year for crypto and BitMine buying another $40M+ of ETH. His answer was bigger than price. Crypto solves trusted settlement between untrusted parties. That is why Wall Street is building tokenized assets, stablecoin rails and new financial infrastructure on-chain. Then he tied it to AI. 🔹 Agents create wealth 🔹 Robots create wealth 🔹 Blockchain gives them rails 🔹 Crypto keeps humans in control Tom called it the “uncanny valley of wealth.” At some point, if agents make more money than humans, the question becomes simple: Do they work for us, or do we work for them? $ETH $BMNR

BMNR Bullz

43,456 görüntüleme • 10 gün önce

CRYPTO DIDN’T BREAK -- MARKET MAKERS DID. Tom Lee says the real reason $BTC and $ETH have been bleeding since Oct 10 is the massive liquidation shock that crippled market makers. A stablecoin mispricing triggered ADL across exchanges, wiped out nearly 2M accounts, and left market makers short on capital -- shrinking liquidity ever since. When liquidity dries up, every dip feels worse than it really is. In 2022 it took 8 weeks to flush out. We’re 6 weeks in now. This isn’t a “new bear market”. It’s the lag effect of a huge liquidation event unwinding in slow motion. When liquidity normalizes, crypto usually snaps back fast. 💯
5:40

CRYPTO DIDN’T BREAK -- MARKET MAKERS DID. Tom Lee says the real reason $BTC and $ETH have been bleeding since Oct 10 is the massive liquidation shock that crippled market makers. A stablecoin mispricing triggered ADL across exchanges, wiped out nearly 2M accounts, and left market makers short on capital -- shrinking liquidity ever since. When liquidity dries up, every dip feels worse than it really is. In 2022 it took 8 weeks to flush out. We’re 6 weeks in now. This isn’t a “new bear market”. It’s the lag effect of a huge liquidation event unwinding in slow motion. When liquidity normalizes, crypto usually snaps back fast. 💯

CryptosRus

601,615 görüntüleme • 8 ay önce

TOM LEE: ETH COULD HIT $60,000 Ethereum is coming out of a massive multi-year consolidation. The last 2 times that happened, ETH went 227x and 54x. This time the drivers are even bigger: 🔹 Stablecoins 🔹 Tokenization 🔹 Agentic AI 🔹 On-chain equities Even JAMIE DIMON now admits crypto is better than the current financial system. LEE says ETH is better positioned today than it was in 2021. At $250K BTC, 25% of Bitcoin implies ~$62,000 ETH. That’s why he sees $60,000 by 2028–2029. ethereum:native
4:58

TOM LEE: ETH COULD HIT $60,000 Ethereum is coming out of a massive multi-year consolidation. The last 2 times that happened, ETH went 227x and 54x. This time the drivers are even bigger: 🔹 Stablecoins 🔹 Tokenization 🔹 Agentic AI 🔹 On-chain equities Even JAMIE DIMON now admits crypto is better than the current financial system. LEE says ETH is better positioned today than it was in 2021. At $250K BTC, 25% of Bitcoin implies ~$62,000 ETH. That’s why he sees $60,000 by 2028–2029. ethereum:native

BMNR Bullz

251,366 görüntüleme • 3 ay önce

🚨 TOM LEE Thomas (Tom) Lee (not drummer) FundstratDirect.com: “ETH IS THE INVESTMENT OF THE DECADE” 🚨 At TOKEN2049, Bitmine (NYSE-BMNR) $ETH’s Tom Lee says we’re living through a 1971 moment for finance. Wall Street is rebuilding itself ~ this time on Ethereum. 💥 Stablecoins → $4T+ 💥 Tokenized assets, AI, IP, real estate, credit 💥 ETH breakout targets: $12K → $22K → $62K 💥 BitMine’s ETH per share up 9× in 9 weeks “The next Wall St boom will be on-chain.” $ETH / $BMNR
16:28

🚨 TOM LEE Thomas (Tom) Lee (not drummer) FundstratDirect.com: “ETH IS THE INVESTMENT OF THE DECADE” 🚨 At TOKEN2049, Bitmine (NYSE-BMNR) $ETH’s Tom Lee says we’re living through a 1971 moment for finance. Wall Street is rebuilding itself ~ this time on Ethereum. 💥 Stablecoins → $4T+ 💥 Tokenized assets, AI, IP, real estate, credit 💥 ETH breakout targets: $12K → $22K → $62K 💥 BitMine’s ETH per share up 9× in 9 weeks “The next Wall St boom will be on-chain.” $ETH / $BMNR

BMNR Bullz

41,325 görüntüleme • 9 ay önce

🚨CRYPTO SHOCK: Tom Lee Just BLEW The Lid Off 🤯 Everyone’s watching prices… But Tom Lee says the REAL story is happening underneath and it’s explosive. 🔹 Bitcoin is now officially institutional. The big money already moved in. 🔹 Ethereum “the trade of the decade”Tokenization + stablecoins “unstoppable on chain growth” 🔹 This cycle is FAR from over. The real peak hasn’t even started. The market looks quiet. But the fundamentals are violently bullish. 🚀 Is 2026 where legends are made? Are you positioned?
1:15

🚨CRYPTO SHOCK: Tom Lee Just BLEW The Lid Off 🤯 Everyone’s watching prices… But Tom Lee says the REAL story is happening underneath and it’s explosive. 🔹 Bitcoin is now officially institutional. The big money already moved in. 🔹 Ethereum “the trade of the decade”Tokenization + stablecoins “unstoppable on chain growth” 🔹 This cycle is FAR from over. The real peak hasn’t even started. The market looks quiet. But the fundamentals are violently bullish. 🚀 Is 2026 where legends are made? Are you positioned?

BMNR Bullz

113,076 görüntüleme • 7 ay önce

Tom Lee fully explains the Bitcoin & Ethereum BULL case (in less than 3 minutes): "I think there are people rage quitting, selling here as if something is wrong. That always happens at the end of crypto winter." "Bitcoin & Ethereum are really the future of money."
2:59

Tom Lee fully explains the Bitcoin & Ethereum BULL case (in less than 3 minutes): "I think there are people rage quitting, selling here as if something is wrong. That always happens at the end of crypto winter." "Bitcoin & Ethereum are really the future of money."

Altcoin Daily

126,281 görüntüleme • 1 ay önce

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
23:01

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

248,490 görüntüleme • 20 gün önce

Tom Lee believes the MAG 7 have been leading this market. They bottomed first, and he expects them to rally again — even if the broader market starts peaking. The fundamentals remain strong. They delivered solid earnings that the market largely ignored, which makes them far less risky than many think. I agree. The market is afraid we’re in an AI bubble, but pushing the MAG 7 down to some of the lowest valuation multiples in years because of that simply doesn’t make sense 🤦‍♂️ Are you buying the MAG 7 here? 👇
1:27

Tom Lee believes the MAG 7 have been leading this market. They bottomed first, and he expects them to rally again — even if the broader market starts peaking. The fundamentals remain strong. They delivered solid earnings that the market largely ignored, which makes them far less risky than many think. I agree. The market is afraid we’re in an AI bubble, but pushing the MAG 7 down to some of the lowest valuation multiples in years because of that simply doesn’t make sense 🤦‍♂️ Are you buying the MAG 7 here? 👇

Daniel

43,424 görüntüleme • 4 ay önce