Tom Lee: “They Are Manipulating Bitcoin And What’s Coming Next Will Shock Everyone”

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Tom Lee just called it: “March is going to be an UP month. Software, Mag Seven, and crypto — they’re all in the FINAL STAGES or have already BOTTOMED.”

The Fundstrat founder revealed that BitMine is buying $100 MILLION of Ethereum EVERY WEEK — and their cash balance has grown to over $800 MILLION.

💰 KEY NUMBERS FROM THIS VIDEO:
– $100 MILLION — BitMine’s weekly Ethereum purchases
– $800 MILLION — BitMine’s cash balance ready to deploy
– 3.9 MILLION ETH — BitMine’s total Ethereum holdings
– 3.2% — Percentage of Ethereum’s total supply held by BitMine
– $200,000-$250,000 — Tom Lee’s Bitcoin price target for 2026
– $12,000-$15,000 — Tom Lee’s Ethereum price target
– $17 BILLION — Ethereum’s tokenized RWA market cap
– 315% — Year-over-year growth in Ethereum tokenization
– $2.5 BILLION — BlackRock’s BUIDL fund assets
– $9 BILLION — Tokenized money market funds total
– $175 BILLION — Stablecoins on Ethereum market cap
– 34% — Ethereum’s share of ALL onchain RWA value
– $9.43 TRILLION — Projected RWA tokenization market by 2030
– 23% — iShares Software ETF decline YTD
– 9x → 6x — Software price-to-sales ratio compression
– $300 BILLION — Wiped out from software in 48 hours
– $1 TRILLION — Total enterprise software value destruction
– 30% — Salesforce decline
– 40%+ — Workday decline
– 28% — ServiceNow decline
– $72 — Current oil price
– $126,000 — Bitcoin all-time high (October 2025)
– 28% — Projected compound annual returns (next decade)

🎯 TOM LEE QUOTES:
– “I think March is going to likely be an UP month”
– “I know it doesn’t feel like that because of the way the end of February felt”
– “Comes in like a bear — goes out like a BULL”
– “The things like software, the Mag Seven, and the crypto — all had early weakness”
– “They’re all probably in the FINAL STAGES or have ALREADY BOTTOMED”
– “I think that helps lead us up to an UP April”
– “No, you’re not worried yet” (about Ethereum)
– “Because you know what? The FUNDAMENTALS — like what is happening”
– “So much is being built on Ethereum now”
– “Almost EVERY major announcement of a tokenized fund is getting built on Ethereum”
– “That would be like someone saying all this activity is happening in the United States but the economy should not boom”
– “If it is all taking place on Ethereum — then PRICE FOLLOWS”
– “But we’re in a crypto winter — so price doesn’t matter”
– “Capital is looking at gold and silver and ways of hard assets”
– “But that’s NOT ALWAYS going to be the case”
– “BitMine has been buying about $50,000 — or about $100 MILLION — of Ethereum EVERY WEEK”
– “But the cash balance has grown to over $800 MILLION”
– “So it is able to — at the RIGHT moment — make a MAJOR BUY of Ethereum”
– “So I think we are getting ready for the CRYPTO BOTTOM”
– “I know many companies that are rolling out AI workers”
– “Even at Fundstrat, we’re deploying these agents and treating them as if they’re employees”
– “AI is killing a lot of companies”
– “And AI itself — the killer — you could say it’s had such a run that it’s at least RICHLY VALUED”
– “The entire complex kind of has fallen back to where they were LAST APRIL”
– “To me, that is CLEARLY an overreaction”
– “I think it makes sense that you would start to see some of the groups that got hit hard MEAN REVERT”
– “Including the Mag Seven — in this current economy and the future”
– “Nobody likes to see headlines and the images of explosions and war”
– “We know risk premium jumps — that’s why the VIX jumps”
– “But it’s not really going to change the fundamentals of the US”
– “In the past, markets kind of SELL OFF into the build-up — and then they tend to do BETTER once the battle begins”
– “I think this is going to be SIMILAR”
– “At some point, we will be UP for March”
– “I think the WORST of the sell-off is going to happen THIS WEEK”
– “I would expect actually March to be an UP month for the stock market”
– “Oil is going to create a price shock”
– “Even what we produce here is going for $72 now”
– “Consumers — this will filter through in a time when we’re still inflation phobic”
– “In the past, oil shocks are actually MORE at risk of maybe tipping a WEAK economy into recession”
– “And that’s NOT where we are”
– “So I think instead of thinking the Fed would be HAWKISH, I think the Fed might be DOVISH on a spike in oil”

📺 ORIGINAL INTERVIEW:

⚠️ DISCLAIMER:
This video is for educational and entertainment purposes only. This is NOT financial advice. Always do your own research before making any investment decisions. Cryptocurrency investments are highly volatile and risky.

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