Tom Lee Sees Bitcoin, Ethereum Rally on Anticipated Fed Rate Cuts
The post Tom Lee Sees Bitcoin, Ethereum Rally on Anticipated Fed Rate Cuts appeared on BitcoinEthereumNews.com.
Tom Lee identifies the Nasdaq 100, Bitcoin, and Ethereum as top Fed rate cut beneficiaries. BitMine Chairman expects “monster move” for cryptocurrencies within three months. The Fed is anticipated to announce 25 basis point cut with 96.4% market probability. BitMine Chairman Tom Lee has shared his investment thesis for potential Federal Reserve rate cuts. He has identified Bitcoin and Ethereum among the primary beneficiaries of looser monetary policy. Speaking to CNBC, Lee positioned cryptocurrencies alongside Nasdaq 100 stocks as the most promising opportunities if the central bank proceeds with anticipated rate reductions. Lee’s analysis draws from historical precedents in September 1998 and September 2024, both periods when the Federal Reserve cut rates following extended pauses. The BitMine executive, whose company operates as an Ethereum-focused MicroStrategy-style entity, expects these patterns to repeat if current rate cut expectations materialize. Tom Lee said on @CNBCClosingBell today that if the Fed cuts, the biggest beneficiaries will be: 1. NASDAQ 100 (Mag 7 + AI) 2. Bitcoin & Ethereum — “could make a monster move in the next 3 months” 3. Small caps & financials pic.twitter.com/HoEW6VgdDt — Tom Lee Tracker (Not actually Tom) (@TomLeeTracker) September 15, 2025 Three-Tier Framework for Assets Lee’s investment framework prioritizes three distinct categories based on their sensitivity to monetary policy changes. The Nasdaq 100 ranks first, driven by Magnificent Seven stocks and Artificial Intelligence sector companies that benefit from improved growth conditions under lower rates. Monetary liquidity sensitivity forms the second tier, where Bitcoin and Ethereum gain advantages from global central bank easing policies. Lee characterized this category as “seasonally strong” and projected that cryptocurrencies could generate a “monster move” within the next three months if rate cuts proceed as expected. Interest rate-sensitive assets comprise the third category, including small-cap stocks and financial sector companies that typically benefit from reduced…
Filed under: News - @ September 16, 2025 6:27 pm