Why Bitcoin's Rally Is Just Getting Started | Tom Lee
The Pomp Podcast
AI Spending and Earnings Growth
Tom explains AI spend is accelerating and driving profitability, with companies seeing meaningful earnings and productivity gains.
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.
======================
Check out my NEW show for daily bite-sized breakdowns of the biggest stories in finance, technology, and politics: http://pompdesk.com/
======================
As markets shift, headlines break, and interest rates swing, one thing stays true — opportunity is everywhere. At Arch Public, we help you do more than just buy and hold. Yes, our dynamic accumulation algorithms are built for long-term investors… but where we really shine? Our arbitrage algos — designed to farm volatility and turbocharge your core positions. The best part of Arch Public’s products is they are free! Yes, you heard that right, try Arch Public for free! Take advantage of wild moves in assets like $SOL, $SUI, and $DOGE, and use them to stack more Bitcoin — completely hands-free. Arch Public is already a preferred partner with Coinbase, Kraken, Gemini, and Robinhood, and our team is here to help you build smarter in any market. Visit Arch Public today, at https://www.archpublic.com, your portfolio will thank you.
======================
In this episode, Pomp spotlights easyBitcoin.app—the app that pays you 1% extra on recurring buys, 2% annual bitcoin rewards, and 4.5% APY on USD. Download it now for iOS or Android at https://easybitcoin.onelink.me/F1zP/klc4v1p8 and start earning today. Your capital is at risk. Crypto markets are highly volatile. This content is informational and not financial advice.
======================
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
The AI-powered Podcast Player
