Tom Lee

tomlee0.bsky.social

13 August 2025 16:54

ETH is arguably the biggest macro trade for the next 10-15 years as AI creates a token economy on the blockchain and as Wall Street financializes on the blockchain

Tom Lee

tomlee0.bsky.social

13 August 2025 14:14

Global Central Bank Update: -Thailand cut rates for the 4th time in the last year, 25 bps move down to 1.50%. bilello.blog/newsletter

Tom Lee

tomlee0.bsky.social

12 August 2025 18:12

1. Stocks: all-time high 2. Home Prices: all-time high 3. Bitcoin: all-time high 4. Gold: all-time high 5. Money Supply: all-time high 6. National Debt: all-time high 7. CPI Inflation: 4% per year since Jan 2020, 2x the Fed's "target" 8. Fed: cutting interest rates next month

Tom Lee

tomlee0.bsky.social

11 August 2025 07:51

1,300+ ETFs have launched since beginning of last yr… 10 of top 20 are crypto-related (incl top 4 overall). 5 spot btc ETFs, 2 spot eth ETFs, 2 mstar ETFs, & 1 leveraged eth ETF.

Tom Lee

tomlee0.bsky.social

10 August 2025 18:09

believe in something