TOM LEE ON 2026 : AI CRYPTO CONVERGENCE

12 days ago
8

Both the AI and crypto markets are facing investor skepticism not because their long-term fundamentals have weakened, but

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because their recent price surges have outpaced clarity on sustainable growth and monetization—AI companies must evolve beyond basic subscription models to capture the trillion-dollar productivity opportunity, while crypto adoption remains nascent despite favorable U.S. regulation and Wall Street interest. Although peak bullish sentiment may have passed, structural tailwinds persist: AI is poised to transform 130 million U.S. workers into “super workers,” and Bitcoin’s addressable market is dwarfed by traditional finance’s scale. Looking toward 2026, a potential market dip in the first half could set the stage for a strong recovery, supported by policy tailwinds like pro-business regulation, possible fiscal stimulus, and a revived “Fed put,” while financial institutions increasingly operate like tech firms, potentially warranting higher valuations.

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