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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
• 2:05 - Is AI a bubble?
• 5:31 - Stock market fundamentals vs macro
• 8:53 - Inside Tom Lee’s “Granny Shots” ETF
• 13:28 - The rise and impact of humanoid robots
• 19:22 - Why economic data is broken
• 23:35 - Prediction markets and tokenized finance
• 28:25 - Breakout crypto products
• 34:32 - Gold vs Bitcoin
• 38:30 - Is the bitcoin 4-year cycle over?
• 42:32 - The most hated stock market rally?
• 46:43 - Ethereum supercycle and BitMine
• 54:39 - 2026 market outlook
• 56:38 - Retail activism and Opendoor