Why Bitcoin’s Rally Is Just Getting Started

Tom Lee is the Co-Founder at Fundstrat, CIO of Fundstrat Capital, and Chairman of BitMine. In this episode, we dive into whether AI is a bubble, why this may be the most hated stock market rally in history, and how misleading economic data shapes investor sentiment. Tom also shares his latest views on Bitcoin, Ethereum, and why innovation in crypto markets is starting to outpace traditional finance.

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⏰ TimeStamps:
0:00 – Intro
1:11 – Is AI a bubble?
4:37 – Stock market fundamentals vs macro
7:59 – Inside Tom Lee’s “Granny Shots” ETF
12:34 – The rise and impact of humanoid robots
18:28 – Why economic data is broken
22:41 – Prediction markets and tokenized finance
27:31 – Breakout crypto products
33:38 – Gold vs Bitcoin
37:36 – Is the bitcoin 4-year cycle over?
41:38 – The most hated stock market rally?
45:49 – Ethereum supercycle and BitMine
53:45 – 2026 market outlook
55:44 – Retail activism and Opendoor

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