Tom Lee just called the bottom on the stock market, and that's a big deal for crypto. The Iran ceasefire is his trigger — stocks held up during the war, and now the shift to de-escalation could spark a major rally. The S&P 500 is already above his key 200-day moving average, and futures are climbing fast.

This matters for Bitcoin and Ethereum because crypto moves with risk-on sentiment. When stocks rally, crypto usually follows. Bitcoin just broke $72K alongside the S&P surge, and the macro headwind from the war could finally lift.

Onchain data backs the timing — Bitcoin's realized price is 21% below spot, and the Fear & Greed Index is near 2022 bottom levels. Meanwhile, Ethereum is seeing positive ETF flows, staking rewards kicking in, and strong fundamentals in AI and tokenization.

But there's a catch: Iran's parliament says the ceasefire is already breached, and oil is rebounding. If the truce falls apart, the bottom call — and the rally — could vanish fast.

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