CRYPTO (CRYPTO)

Valid questions raised. Charts nailed the lows for $SPX vs $GOLD and $RTY vs $GOLD. RTY out performance since. Crypto?

Gold is pulling back.

The bigger question isn't why gold is falling. It's where that capital goes next.

Some money is moving to the sidelines, waiting for better opportunities and clearer market direction. Some is chasing new narratives, with attention continuing to build around the upcoming SpaceX IPO.

And if history repeats, a portion of that capital eventually finds its way back into risk assets once cycle bottoms begin to form. That's what we are trading.

Markets move in cycles. The investors with patience are usually the ones positioned when the next trend begins.
#gold #investor #crypto

Tom Lee is emphasizing a fairly clear viewpoint:

• The US stock market is still in a long‑term uptrend, don't let short‑term fluctuations cloud the perspective.

• If you want to bring real‑world assets onto the blockchain (tokenization), crypto remains the most viable infrastructure today.

• In the future, when AI trades, pays, and interacts directly with other AIs, cryptocurrency could become the default value layer and payment method for a machine‑to‑machine world.

In other words, Tom Lee does not see crypto as a rival to stocks, but as an essential piece of the digital economy and the AI era. 🤖
Even if his assets drop by $10 billion, it’s no problem for him. You get it, right? 🤣