Fundstrat Global Advisors’ Tom Lee is forecasting a significant capital rotation from precious metals into digital assets, with Ethereum positioned for a major catch-up play. This anticipated liquidity surge, however, spotlights the crypto market’s persistent trillion-dollar problem: fragmentation across Bitcoin, Ethereum, and Solana. Enter LiquidChain ($LIQUID), a Layer 3 protocol aiming to unify these siloed ecosystems, positioning itself as critical infrastructure for the coming wave.
about Ethereum Set for Rotation as LiquidChain Solves FragmentationFundstrat Global Advisors
0 in Finance and 0 in Crypto last weekTom Lee: Crypto Lags Fundamentals as Gold Draws Capital
Fundstrat Global Advisors’ Tom Lee argues that cryptocurrency prices are failing to reflect improving industry fundamentals, with a rally in precious metals like gold and silver diverting investor attention and capital. In an interview on CNBC’s Power Lunch, Lee stated the sector remains hampered by a major October deleveraging event while institutional sentiment toward blockchain technology has turned notably more positive at forums like the World Economic Forum in Davos.
about Tom Lee: Crypto Lags Fundamentals as Gold Draws CapitalCiti Projects Bitcoin at $143K, Fundstrat Warns of Correction
A stark divergence in institutional outlooks has emerged for Bitcoin’s 2026 trajectory. Citigroup analysts project a base-case target of $143,000 over the next 12 months, driven by spot Bitcoin ETF adoption and regulatory clarity, with a bullish scenario reaching $189,000. In sharp contrast, an internal report from Fundstrat Global Advisors warns clients of a potential correction to the $60,000-$65,000 range in the first half of 2026, highlighting deep uncertainty about the cryptocurrency’s near-term path amid macroeconomic pressures.
about Citi Projects Bitcoin at $143K, Fundstrat Warns of CorrectionEthereum at Critical Juncture: Analysts Flag Make-or-Break Levels
Ethereum finds itself in a precarious position after a sharp weekend decline pushed the asset below crucial support levels. Market analysts warn that ETH must reclaim key resistance around $3,650 to avoid a potential drop toward $2,800, while others see the current weakness as a buying opportunity ahead of a long-term ‘supercycle.’
about Ethereum at Critical Juncture: Analysts Flag Make-or-Break LevelsTom Lee: Bitcoin Decline Due to Macro Headwinds, Rebound Likely
Fundstrat’s Tom Lee attributes Bitcoin’s recent decline to significant macroeconomic pressures including the U.S. government shutdown and hawkish Federal Reserve policy, creating the largest deleveraging event in crypto history on October 10th. Despite breaking below key technical levels, Lee believes these headwinds could soon reverse and fuel a cryptocurrency rebound, supported by broader financial market indicators suggesting a positive outlook ahead and prediction markets showing strong confidence in Bitcoin’s recovery.
about Tom Lee: Bitcoin Decline Due to Macro Headwinds, Rebound LikelyBitMine Adds $321M ETH, Holds $13.8B in Ethereum Treasury
BitMine Immersion Technologies has dramatically expanded its cryptocurrency position, adding $321 million worth of Ethereum last week to cement its status as the largest corporate ETH holder. The NYSE American-traded company now commands a staggering $13.8 billion Ethereum treasury while its stock surged over 5% following the announcement, reflecting growing institutional confidence in the cryptocurrency market’s recovery.
about BitMine Adds $321M ETH, Holds $13.8B in Ethereum TreasuryBitMine Holds 2% of ETH Supply, Stock Dips After Purchase
Nasdaq-listed BitMine Immersion has solidified its position as the largest corporate holder of Ethereum after acquiring 2.42 million ETH, representing 2% of the cryptocurrency’s total supply. The $10 billion accumulation marks a dramatic pivot from the company’s original Bitcoin mining operations but was met with investor skepticism as BMNR shares fell nearly 10% following the announcement and a concurrent $365.2 million stock sale. This strategic shift positions BitMine with an $11.4 billion balance sheet and an ambitious target to control 5% of all Ethereum.
about BitMine Holds 2% of ETH Supply, Stock Dips After PurchaseBitMine Holds $10.7B in Crypto, Mostly Ethereum
Nasdaq-listed Bitcoin miner BitMine Immersion has fundamentally transformed its corporate strategy, revealing a staggering $10.7 billion cryptocurrency treasury dominated by Ethereum holdings. With $9.7 billion worth of ETH—representing 2.15 million tokens—the Peter Thiel-backed company has positioned itself as the largest corporate holder of Ethereum while aiming to acquire 5% of the entire ETH supply. This aggressive accumulation strategy, orchestrated by Fundstrat’s Tom Lee, reflects a growing belief among public companies that Ethereum represents the next frontier for institutional crypto adoption, particularly as Wall Street and AI integrate with blockchain technology.
about BitMine Holds $10.7B in Crypto, Mostly EthereumWinklevoss Twins Predict $1M Bitcoin as Gemini Goes Public
During Gemini’s Nasdaq debut, the Winklevoss twins expressed strong bullish sentiment toward Bitcoin, predicting it will reach $1 million per coin as it disrupts gold’s market. Tyler Winklevoss emphasized that Bitcoin remains ‘really early’ in its adoption curve, comparing the current stage to ‘the bottom of the first inning.’ Gemini’s IPO priced at $28 per share and opened at $37.01, giving the exchange a $4.4 billion valuation. The twins also clarified their view that Bitcoin will primarily function as a store of value rather than a transactional currency, contrasting with other prominent figures in the space. Their prediction joins other recent bullish forecasts from industry leaders including Tom Lee and Arthur Hayes.
about Winklevoss Twins Predict $1M Bitcoin as Gemini Goes PublicTom Lee Predicts Bitcoin $200K by Year-End on Fed Rate Cuts
Tom Lee of Fundstrat Global Advisors predicts Bitcoin could hit $200,000 by year-end, attributing this potential surge to the Federal Reserve’s expected interest rate cut on September 17, 2025. Lee, known for his historically accurate crypto forecasts, believes monetary policy changes will serve as a major catalyst for Bitcoin and other cryptocurrencies. This prediction has generated significant market optimism and increased attention toward Bitcoin Hyper, a Layer 2 solution that has raised $14.6M in its presale. The project aims to enhance Bitcoin’s utility through Ethereum-powered technology and Solana’s virtual machine, addressing scalability and high fee issues. Market analysts are closely watching the Fed’s upcoming ‘Make-or-Break’ data week, with a 90% chance of rate cuts that could fuel Bitcoin’s Q4 rally, though persistent inflation could delay this momentum.
about Tom Lee Predicts Bitcoin $200K by Year-End on Fed Rate CutsTom Lee: Fed Rate Cuts Could Push Bitcoin to $200K
Fundstrat Global Advisors Managing Partner Tom Lee has made a bold prediction that Bitcoin could reach $200,000 by the end of 2024, contingent on Federal Reserve interest rate cuts. Lee specifically pointed to the September 17 monetary policy meeting as a potential catalyst, noting that cryptocurrencies historically perform well in low-interest rate environments due to increased market liquidity. While Bitcoin recently traded around $112,000 and reached an all-time high of $124,128 last month, Lee has a mixed track record with timing predictions. The Federal Reserve has been cautious about rate cuts despite political pressure and persistent inflation above their 2% target, with analysts expecting a potential 0.50% reduction from the current 4.25%-4.50% range.
about Tom Lee: Fed Rate Cuts Could Push Bitcoin to $200KTom Lee Calls ETH Bottom as BitMine Buys $21M in Dip
Fundstrat Global Advisors managing partner Tom Lee made a bold call on Tuesday, predicting Ethereum would hit its market bottom within hours during a significant crypto market downturn. His timing coincided with BitMine, his ETH treasury firm, making a substantial $21 million Ether purchase during the dip, bringing their total holdings to 1.72 million ETH. Lee’s prediction came during a massive $200 billion market cap liquidation event that saw crypto markets turn red. Interestingly, Ether had already started recovering to above $4,430 by the time of writing, suggesting Lee’s bottom call might have been accurate. This move represents continued institutional accumulation during market weakness.
about Tom Lee Calls ETH Bottom as BitMine Buys $21M in Dip