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Tom Lee still thinks we're in a supercycle. 🤯
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At the FOMC the Fed seemed more hawkish on rate cuts moving forward. The market seems to agree, there’s currently just a 24% chance of a rate cut in January… Should we be worried?
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QT is OFF on Dec 1 QE is ON on Dec 12 Just 12 days later, the Fed starts $40B T-bill buys. 2026 will open a new liquidity cycle.
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In 2025, we got: - Pro crypto President - 3 rate cuts - Genius Act approval - Banks adopting crypto - Altcoin ETFs - QT end - Fed liquidity announcement - Sovereign funds buying And yet, the prices are down or flat. This is the biggest divergence between fundamentals and prices I have ever seen. It won't last long. $FIL
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APRO And The Art Of Making Digital Finance Feel Real Again!!
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