저자: TomLee—제목기준출연자,영상진행자Somi는사회자 · 외국인
요약 보기
Tom Lee의 강세 발언이 약화되어 Fundstrat 리서치팀이 1H 하락(ETH 1,800, BTC 60,000)을 전망했다는 내용. 화자는 시장 바닥 심리(우울감, 안티톱 지표)를 근거로 아직 보유 중이라고 밝힘. 금리는 시장이 인하를 반영하지 않는다고 주장하며, AI 하드웨어 이후 소프트웨어 사이클과 귀금속(금·은) 급등, 리테일 유입 가능성을 언급. 기본적으로 극단적 낙관·비관이 섞인 개인 의견 위주.
다듬은 글
t;> Tomley, the final bull. He's been slain. Baby dolls. I made this n meme for you. Check this out. Fact. There's a fact here. I love soy milk. Bitcoin is below 50E moving average. Bare market confirmed. so so that's pretty much what they've been yelling all day. So Tom crowd favorite his fun strat issued an official reply remember friends.
So Tom Le has been bullish the whole time and then he's he's got independent analysts, his head job guy of Funstrap, they made a report and they said, "Hey, hey clients, um this is what we really think." And so it is a crash next year for the first half. So they believe Ethereum is going to crash down to 1,800.
That's a collapse. That's destruction. And that is Bitcoin crashing down to 60,000. Now, when they talk to them, when you talk to them, they go, "Oh, don't worry. Then we're going to go up after that." But that's the thing, man. Uh we know crypto, dude. When you do damage like that, it takes another 6 months to like reverse the damage, not do amazing, just like reverse and just chill out.
So there there's whole that's another year gone. So that's them expecting another bare market year. Now Tom Lee has come out says, "No, no, no. I'm talking about big picture long-term 1 to 5% portfolio but remember Funstrat friends. Funst strat that's their clients who pay money. All right. So when Tom Le's just on TV it's just him vibes.
You know what I mean? It's vibes but people actually paying money. It's like what do you think? And what they think iat's why friends uh I've just let you know Tom Lee the final bull has been slain. I'm still holding though. I'm still holding. I'mma spin this helicopter hate. I'm still holding. All right.
Uh, what does it count for? I don't know. See you in another year. But I'm still holding. I actually want to show you something. You're like, "Somi, do we have a lovely chart of Tom Lee? Wouldn't it be nice if we had a chart of Tom Lee and it would map when he's bullish and bearish so we can get an idea of what to look at?" Well, my friends, look no further.
And I have this mythical creation right here. This is amazing. We're going to go through this book. Firstly, I just want to say a special thank you to TOMMY FAN TOKEN OUT HERE. I DON'T EVEN ASK for these friends and they just appear out here. It is funny. It is really good, man. Really good. Remember the early days?
You know what they do, friends? They were using like nine different AI things just to combine and put my head on something. But now it's getting better AND BETTER. TOM, YOUR FRIEND SOMI Lee coming out here. So, let's go check out this wonderful picture. It's crazy, man. Look at this, friends. Tom Lee, look at this.
Getting his night. This This what I want you to know something, right? So, this is this is funny. Okay, so Tom Lee is usually a permable. All right, he speaks at a 10 to zero ratio. 10 bull, zero bear. That's his default. That's why friends, everybody's different, you know. Everyone's different with how they capitulate.
Tom Lee speaks at 10 to zero. 10 bull zero bear. At bottoms, he goes from nine bull, one bear. Wild. He shifts to the downside. Right now, he is nine bull, one bear. All right. It's interesting. So he's 91 now. He's actually in the bearish camp. You know how we know what happened, friends? In in Ethereum, Ethereum is like what, you know, 2,900ish.
He says, "Yeah, yeah, it could crash down to uh 2500." That's him. And then his um head job guy is saying it can go down to 1,800 and he believes it's in its anger phase and stuff. As you've seen by now, fans, we've officially confirmed the worst Q4 in crypto history. It's by numbers it's the second worst Q4 in history.
However, in that Q4 in 2018, crypto industry expanded by 100x in 2017. It actually was higher. Literally 100x 200x for others, but like 100x for the whole industry. I'm not making it up. Literally 100x. So when it collapsed, you were still six times richer than when you were at the Bitcoin haring. So if we were to match that, imagine you go to your portfolio of where you were in March 2024.
If you were six times higher than that, that's where this collapse would have taken you in 2018. We are like worse than that. So, oh man, way way way lower. So in 3 months, Bitcoin's down 23% near record-breaking. And altcoins are down a staggering 50% in just 3 months. 90% down in 12 months, and most are down 95% after 5 years.
It's been a pleasure. I'm going to hold another 5 years. So, if we were to match the previous cycles, Bitcoin should be $400,000 today. What a disappointment, man. Um, worst year confirmed. Here we go. Soy boy bears, including 40 plus major influencers, now believe market confirmed for the next 12 months.
Confirmed. I'm still holding, friends. I'm still holding. I'm not selling. Uh, yeah, we wasted 5 years. Let's waste another 5 years. That's what I say. Friendship confirmed. Thank you to Mr. Jack T. Brilliant. Now I see it. The scam is obvious. The soy boy scum from Wall Street are getting in. Bring in 2026 Jan Feb dump and then we're off to the races.
P eye to a dollar. I hope so, sir. I really do hope so. Remember as well, we have the January FUD. We have the Trump tariff FUD and we have the Morgan soybeans index FUD. Now, they could both come out good. They could come out good. I'm just assuming cuz it's the final month of year of the snake that they're going to both come out bad where Morgan soybeans is going to remove Micro Strategy from the index, right?
Cuz of the insider trading that we saw people front running it cuz they knew the information. Number one, you never know. Trump could give him a call and say, "Put it back in." Okay. Now, and number two, um we're expecting the the judge to say the tariffs are illegal or something and and scare people.
Now, fans, I I know it's bad, but I I'm here I'm here giving you juicy friendship. All right. I I I really I'm I'm just looking at the vibe. I'm talking about family. I've got to tell you something. Family reactions, vibes with parents, family, other people, cousins, and just lack of crypto. No one wants to talk about it.
Everything's back. Just everything I'm seeing. Plus, the Economist magazine is back. Remember, the Economist magazine came in December 2020 um 2022 at the bottom. And I've I've shown it for you here. I show you Juicy News right here. You had December 2022, The Economist Magazine, Crypto's downfall in ruins.
And then as well we have we have the Economist magazine that's come out again. Crypto got everything it wanted. Now it's sinking. That's why I just there's a lot of things I just want to tell you. So family reactions, family emotions, my reactions, my emotions. Using the word depressed 50,000 times.
You, me, all of us. Everything's being horrific. Uh seeing even Charles Hoskinson say it's the worst year of his life. Pretty much just many, many, many. Just I'm looking out there. I'm like, man, this is like December 2022. Just the vibes of dep depression. Depression means depression means no hope.
No hope. Okay. Everything's been really, really, really, really bad. And that's why we feel like we have no hope. And also, slay queen. We got the final bull. You know, the bare market is meant to end. We had the final bull killed, which is what happens. Um, and we're looking back. I guess it was euphoric.
We had two euphoria months, which is so sad. March 2024 and December 2024, which is Trump victory. Trump victory. And it's been down on me ever since. Another reason why I'm skep I'm I'm sorry. I'm optimistic for the future is I'm seeing risk on narratives the early remnants appear. So friends, you know this the coffee podcast they have like you know Graeme Stefan and stuff.
They have a popular podcast. I just want to quickly show you this. This guy the the artic the title is 10x in 10 years. This makes more money than crypto and he and stocks. So I'm like wow. All right. What are they going to talk about? And the answer is collectibles. All right. This is fans. This is like I think building into Pokémon card meta, NFT meta, basketball card meta all over again, which is like luxury item stuff out here.
This is the on a lifelong scavenger hunt looking for the next big toy. I think this will be the biggest transaction in pop culture history. There's been several in the 5 million range. Nothing like this. Yeah. So, what determines value of a collectible? Scarcity is everything in collectibles. If you do not have scarcity, that is the death of a collectible.
When I was a kid, there were baseball cards that were $15,000 that are now $50 million. And you start see friends, see it's um it's all about the collectibles. Collectibles. I'm not saying just going to be collectibles, but that's risk on stuff. All right. Um and that's that's me f seeing this guy come out here, you know, he's coming talking about like collectibles, collectibles.
It just it feels like, man, that's there's some juicy out there. Thank you, Mr. Polarity. I work in a small business where we resell items people purchased on Amazon. Bro, all the pallets we unwrap are stacked full of Pokemon cards, trainer boxes, and tins. People have played the system where they buy new Pokemon cards, pull out the most valuable cards.
Wow, didn't know that. And then wrap up the box so it looks new and send it back to Amazon and get a full refund. Trading cards are in a big old season of its own right now, so maybe we'll get NFT 2.0 season. Very possible. that is some sort of early remnants of um this this risk on stuff. Also, it's funny that's why they're like, "Oh, this will go up more than crypto." You know, in crypto, right?
That's it's it's another one of those things. Giving you more of an idea of just how dead it is. I found a collection of comments just I'm here giving you updates. B like it's this is depression is remember I just got to remind everyone as well watching at home. There are so this is the Wall Street cheat sheet.
All right. So, when we talk about depression, this is the bottoms. Everything is lost. How can we pay for this new stuff? I'm an idiot. Okay. translate. Everything is down. Everything is lost. How can we ever recover? It took forever to get here and we've lost money anyway. Do you see those types of questions?
That's that's what you see at anti-tops. All right. Antitops out here. I pray we get it right again because if we go into disbelief, this is a suckers rally as in it's going to go to the 50we moving average. Haha, this rally is going to fail like all the others. It's going to the 50we. There's big resistance there, right?
They don't know even all all the bulls are gone which yeah which we we'll speak about that's actually bullish when all the bulls are dead. All right and then you have this obviously you move on over to here you have this hope and disbelief moving over and over again until we can move the optimism. What would optimism be friends?
I'm just going to guess I'm going to totally guess that'll be Bitcoin cracking 130k. If Bitcoin cracks 130k and Ethereum 5k that'll be like oh my gosh we're actually breaking the alltime high. Like it's on it's on. It's actually a 5year cycle or something. All right. That's potentially what it would be.
Thank you to Aaron for sharing this picture. Um R10 L1. Now that crypto is dead, what's your plan B? All right. Also, what's funny? What's trending? Anal zone. What's this? Oh, an alone. Okay, just very that's, you know, I mean, we can all relate. I mean, our donuts have been literally destroyed past 5 years.
But thank you to Aaron out here. Now that crypto's dead, what are you going to do with your life? I mean, like that. That's Yeah, man. That's anti-top stuff. And it's not just that as well. Thank you to Aaron for that, V. It's not just 4chan. There's There's others, too. Look at this outfit. This I just find these everywhere.
Look at this. Everyone and their dog is saying we topped in October. See you in four more years. So, what I'm telling you is is see there are some cryp they say out of crypto retailers. Yeah. Some they've been able to step outside the bubble and they've they've said, "Oh, everyone's saying we've topped." Some have been able to be like, you know, they wake up from the matrix a bit.
However, okay, they then conclude, oh, because everybody says it's going to happen, it's going to happen. That's where they get it wrong. See, the concept of fading the crowd is foreign to them. The concept of buying low and selling high is foreign to them. They think, "Oh, no, no. You buy when everyone says it's good and everything's going up." No, but everything going up to you and everyone else, 99% of you means buying high.
What's going up mean to you, right? It means you bought someone else's 35x. You think you're going to get another 10x. You know, look at Bitcoin at 125K. Oh, it's going up. Bitcoin strategic reserve. So, they don't understand that market moves get priced in. Yeah, we're expecting Morgan soybeans to reject from the index.
We're expecting all this stuff to happen, right? It's it's also interesting. The US yield curve has not priced in lower rates, right? I I I can't believe we're looking at this. And I I've told you information w I've got videos and stuff on it, too. All right. Coming out with uh America, Democrats expect inflation CPI to be 5% in 12 months.
Republicans expect 1.5%. Most of Wall Street, they are Democrats. They vote Democrats. So, they have a political bias. They think Trump's going to ruin the economy and put it into a recession even further. All right? So that's why they don't believe rate cuts are coming because if they were pricing the rate cuts, they think, "Oh, that means inflation's going down and stuff." No, no.
It's kind of have this they have this bias. They have like this Trump derangement syndrome and stuff. I'm not saying everything's perfect. I'm just telling you what's going on. Most of the money they're they're blue they're um yeah they're de Democrats. Okay? So they think everything's going to get crushed.
That's why they're not pricing anything in. They don't believe that things are going to get better. Manufactur is going to get good. That's why the US yield curve has only got 50% chance of just one rate cut where literally Donald Trump in the announcement he came out he said I'm going to put someone who thinks rates should be much much lower.
They're not believing him like you like no one's believing him at all. They think no no inflation because they think if you try to cut rates inflation is going to go bad. That's why I don't think it's going to happen because the price levels so high. Friends, when we're talking about inflation, by the way, we're not talking about the price levels.
We're talking about the rate of growth of the prices. That's why the whole thing's a scam. Prices, price levels are never coming down again. That's it. They never come down again. Okay? They're going to come down with deflation. Never happening. All right? So, price levels are not coming down. However, prices are expensive, but the rate of expensiveness, they're stupid now.
You know, like burgers, what they're 20 20 bucks where you go, oh, $20 burger, you know, like it's not going to $30. You know, it's stupidly high. You're just not going to buy as much anymore or whatever. You just go make your own burgers. Okay? That's I think what's happening. So, if people get money in their pockets, this is just me.
I'm just totally guessing from what I see out there and what I sniff. I think if you give people money, I don't think they're going to go like spamming the inflation index stuff. I don't think so. I think they like have relief for bills, rent, payments, and they need more uh Yeah, basically need more help over time.
I don't think it's going to spike inflation whatsoever. This is my guess. Okay. Because I when I look at everyone out there and what everyone's struggling with, everybody's so damaged from the past 37 months of this um horrific 37 months of PMI when we got year of the snake. Everyone's so damaged that when they get money, they're just I think they're just going to be like looking at it.
They're basically just going to be looking at it and they're going to be like, "Okay, what do I do now?" Yeah, they buy a few things, but I don't I think it's going to be stupid. I think it's just going to be, "Oh my god, like I got some relief. I got some relief." You know, that the PMI friends, the the the band word also al known as alt ququeifin, alt que friends, alt quean time, traditionally 52 plus, that's the acceleration point.
That's when people have had four, five, six, seven months of money coming in and they go, "Oh my gosh, we're back. We're so back." And then they actually start acting. Okay. But we're not there yet. And I really I really hope hope it does. I really mean I really like this what we want. Yeah. I hope I hope we just kick off next year with um just just everything they everything they said they were going to do.
They just do cuz it's meant to be this year, right? AI data centers, nuclear reactors. America, friends, America has to build 50 nuclear reactors by 2030, right? All of that needs copper. They have to build more robots. They got Elon's robo taxi coming out. There's just everything. America's like, "That's it, dude.
Lower the rates. We have to accelerate beyond China now. Literally now. We got to do the AI, the AI chips." And also, friends, give you another yummy update. Just something I've been sharing with you. 2025 was a year of AI hardware. Okay, unfortunately. So, we didn't know that, right? But now we know AI hardware doesn't correlate to crypto.
We are software. All right. AI hardware was Nvidia and the chips and the data center stuff. That's what this year was. In the past, when AI software accelerated in 2023, Bitcoin correlated with it. Okay. when they had the the AI software narrative stuff. Okay. So, we hope now that all the hardware, all the big investments coming out, we have now because you got the capacity higher, now they can upgrade the software and make the the brain even smarter for AI.
And hopefully that correlates with crypto and altcoins because you have AI agents, they can make better decisions. Every AI agent's going to have a wallet. They spend stuff on the internet. They they act on your behalf. like you have an agent. You're like, "Hey, go find me shoes." Or or um you maybe just have an agent friend, an agent, like your agent maybe just it talks to you.
Maybe every day you have a meeting with your your AI agent and it says, "Hey, uh how many toilet rolls you have?" And you go, "Oh, we're down to two." And then, you know, so it just checks. It goes, "Okay, so you know, you're doing about a pooper a day, so I actually got to order you from your wallet here.
I've just I've got to order you new um nice duck feather toilet paper to come in." Yeah, that's what the AI agent will do on your behalf. They just ask you questions, right? Like um it's um you know, like uh summer's coming up or winter's coming up for for you. You know, do you need any clothes? You know, these things that haven't even started cuz the the brain, they the hardware capacity up for the brain, you know.
But meanwhile, friends, meanwhile, we've seen gold and silver go parabolic. So, I'm giving you just another another juicy update. And gold and silver, they don't have like these massive collapses except super super super rare moments in history. silver is beaming 67 doulars but I think what we're seeing right now friends is um it's not the end but it's it's towards the beginning of the end now we're going to start to suck in retail okay we're going to start to suck in retail cuz my friend Mr.
polarity again. How to buy silver searches are at all-time high. You see that friends are at a value of 20. Now they're up at 100. So you literally have five times as many people now searching. Five times instead of 20 out of 100, 100 out of 100. How to buy silver. So So we're probably going to see the retail bid come out for it.
And yes, we'll continue the story of gold and silver metals and in in uh silver as a uh as production for isn't it silver fans used in phones or used in cars? If you're doing the robo taxi doing all these satellites and stuff out here, that might be it coming out. But of course, silver bugs and gold bugs will just say, "Hey, hey, no, no, no.
It's sniffing out the monetary policy, which is probably true, too. Gold and silver, like they know, hey man, you're going to run the economy hot. You got a lot of currency units. All the central banks got to buy. Hopefully we do get a risk on sentiment coming after that. Don't forget he loves your friends. Press like, press subscribe. Catch you in the next one.
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