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
🚨 TOM LEE SAYS THE MARKET STILL HAS A RUNWAY HIGHER
TOM LEE says stocks remain healthy despite higher oil, higher yields and Middle East risk.
His key point is simple:
The US has two major structural advantages right now.
🔹 AI leadership
🔹 Energy independence
🔹 Resilient earnings
🔹 Trillions in private IPO wealth coming
He says SpaceX, OpenAI and other major IPOs could create several trillion dollars of wealth for private investors.
That wealth effect becomes a tailwind for the economy later this year.
Oil is the risk.
AI, earnings and liquidity are the upside.
TOM LEE still sees more upside into year end.