2025-12-25 15:12:37

Well-known investment firm Fundstrat's co-founder Tom Lee recently shared his outlook for the 2026 market. He believes that the Federal Reserve will adopt a more dovish policy stance next year, and this shift could become a key market driver.

In his view, once the Fed's policy eases, the market will see a regain of confidence. Corporate investment willingness will rebound accordingly, and economic activity will accelerate again. He specifically predicts that the ISM Manufacturing Index is likely to break through the 50 mark, signaling expansion.

For the crypto market, such macro expectations are very important. The Fed's dovish turn usually means liquidity easing, which has historically been a catalyst for risk asset rallies. If corporate confidence can truly be rebuilt, the overall market sentiment will experience a significant recovery.

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RugpullTherapist

· 4h ago

Tom Lee is back to telling stories again, saying that the market will rise if the Fed loosens? That's how history has played out, but I'll believe it only when the rate cuts actually happen.

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WhaleShadow

· 4h ago

Tom Lee is at it again, claiming that the Fed easing can save the market? Just listen and don't take it seriously. Feels like this story is repeated every year... Liquidity easing, right? But I haven't seen it happen yet. The dovish shift is indeed exciting, but only if the shift is real. Right now, it's just nonsense. ISM breaking 50? Okay, then let's wait and see. Anyway, I don't hold much hope. In crypto, it's all about liquidity. When they ease, we get a chance—simple and straightforward.

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TokenTaxonomist

· 4h ago

honestly, let me pull up my spreadsheet real quick... tom lee's macro thesis is taxonomically interesting but data suggests otherwise when u actually stress-test the assumptions. fed pivot ≠ instant confidence recovery, that's just... not how the phylogenetics of market cycles work. but yeah sure, if ISM breaks 50 & liquidity expands, alts might finally stop being evolutionary dead-ends fr

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GateUser-4745f9ce

· 4h ago

Tom Lee is starting to tell stories again, sounding convincing... but does the Fed really want to ease? I doubt it. Wait, can liquidity easing really boost the coin? Just listen, don't take it seriously. Manufacturing index breaks 50? Uh... said that last year too, and what was the result?

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ApeWithNoFear

· 5h ago

Federal Reserve dovish? Laughs, we've heard this rhetoric so many times... The probability of another surprise is 99% Tom Lee is indeed perceptive, but macro expectations are the easiest to change. It still depends on where the real liquidity is pouring in 2026... I'm more concerned about whether Bitcoin can surge first next year. By the time the Fed really loosens, the golden era might have already passed It's not hard for the ISM index to break 50, but the real challenge is whether companies dare to actually invest. These days, everyone is just watching and waiting In crypto, as long as there's enough money, prices go up. All the talk about fundamentals is just secondary

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