Tom Lee: You Have Less Than 14 Days Before Bitcoin Bull Run Begins

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Bitcoin just fell BELOW THE $86,000 AVERAGE COST BASIS of every US spot ETF holder — the first time the entire ETF complex is underwater since the rally from $74,912 began. MoonPay announced a $60M acquisition of North Capital — an SEC BROKER-DEALER and ATS license holder with $8.7B in transaction volume. CME plans to list BITCOIN CASH AND UNISWAP FUTURES on October 19. PCE hits September 30. Jobs report hits October 2. FOMC hits October 27-28. And Tom Lee says: the TWO CONDITIONS that killed Q4 2025 — ETF buyers stopping and leverage getting wiped — are BOTH OPPOSITE in 2026.

In this video, we break down:
✅ Bitcoin below $86K ETF cost basis: first time underwater since rally — what it means
✅ MoonPay acquires North Capital: SEC broker-dealer + ATS licenses — infrastructure Tom Lee needs
✅ CME Bitcoin Cash + Uniswap futures October 19: the DEX token milestone for regulated derivatives
✅ PCE September 30 + jobs October 2 + FOMC October 27-28: the three consecutive catalysts
✅ Open interest at $160B approaching October 2025 peak — spot-driven vs leverage-first distinction
✅ Tom Lee: Q4 2025 failed when ETF buyers stopped — both conditions are opposite in 2026
✅ September up 2.7% in Bitcoin’s worst calendar month: the statistical setup for Tom Lee’s call

Bitcoin below $86K ETF cost basis. MoonPay North Capital broker-dealer ATS $60M. CME Bitcoin Cash Uniswap October 19. PCE September 30. Jobs October 2. FOMC October 27-28. OI $160B October 2025 levels. Dominance 57%. September +2.7% worst month. Q4 2025 conditions both opposite. Tom Lee $150K intact.

Watch Tom Lee’s full interview: https://www.youtube.com/watch?v=vP5SVWRoj0Q

This video is for educational and entertainment purposes only. Nothing here is financial advice. Always do your own research before making any investment decisions.

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