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AI is accelerating faster than markets can understand, and the data behind it paints a completely different picture from the usual bubble warnings. In this breakdown, Tom Lee lays out why Nvidia’s valuations are still grounded in real earnings power, why corporate productivity is surging, and why the comparison to the late-90s tech mania doesn’t hold up.
He also explores the surprising driver behind gold’s explosive move higher: stablecoin issuers quietly accumulating hard assets as collateral. That shift is strengthening the link between traditional monetary reserves and digital liquidity — and it may be setting the stage for Bitcoin’s long-term fair value to move into the seven-figure range over the next five years.
On the crypto side, Lee argues that Ethereum is entering a pivotal “1971 moment” as the global financial system begins migrating settlement, tokenization, and infrastructure to public blockchains. With major institutions choosing Ethereum as their base layer, the next phase of the cycle may be defined by growth far beyond what most investors are expecting.
Despite strong earnings, easing financial conditions, and rising innovation across AI and crypto, Lee shows why this remains one of the most misunderstood and politically distorted rallies in recent history — and why sentiment is still completely disconnected from what the data actually reflects.
A clear macro map of the forces reshaping markets today and the trends that could define the rest of the decade.
Tom Lee: My NEW Prediction For Ethereum & Bitcoin [2026]
#bitcoin #crypto #ethereum
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▶ CEX Website: cex.io
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