Tom Lee Sees “Monster” Good points For BTC, ETH On Fed Price Reduce

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Ethereum A ”Progress Protocol,” Lee Says Merchants Anticipate Fed Curiosity Price Reduce As Trump Pushes For Extra Associated Articles:

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Fundstrat CIO Tom Lee says crypto market leaders Bitcoin (BTC) and Ethereum (ETH) are poised to print “monster” beneficial properties if the Federal Reserve declares a extensively anticipated rate of interest reduce this week.

“I believe they may make a monster transfer within the subsequent three months,” Lee stated, who can be chairman of ETH treasury agency Bitmine Immersion Applied sciences, in an interview with CNBC.

Lee’s prediction is predicated on the idea that cryptos like BTC and ETH are delicate to financial coverage and finest positioned to profit from a fee reduce, which usually results in an elevated urge for food for risk-on property equivalent to cryptos.

Lee in contrast the present scenario to September 1998 and 2024, when the Fed reduce charges after an “prolonged pause.”

“The Fed can really reinject confidence by saying we’re again into an easing cycle,” he stated, including {that a} fee reduce will likely be a “actual enchancment in liquidity.”

Ethereum A ”Progress Protocol,” Lee Says

Lee stated that whereas each Bitcoin and Ethereum are delicate to liquidity available in the market, the altcoin additionally stands to profit from the current transfer by AI builders and Wall Road to transition on-chain in what he referred to as a “stablecoin-ChatGPT second for crypto.”

“So, Ethereum I believe trades nearly like 1971 Wall Road which was when the greenback went off of the gold normal” and there was “lots of innovation,” Lee added.

“Ethereum is actually a progress protocol,” he stated. “The convergence of each Wall Road transferring onto the blockchain and AI and agentic-AI making a token economic system is making a supercycle for Ethereum.”

That’s additionally why BitMine has been so aggressive in accumulating Ethereum’s native ETH token, he added. The corporate is presently the biggest company Ethereum holder globally, with round 2.15 million ETH valued at roughly $9.21 billion, knowledge from StrategicETHReserve exhibits.

Tom Lee Sees “Monster” Good points For BTC, ETH On Fed Price Reduce

High ten ETH treasury companies (Supply: StrategicETHReserve)

BitMine has employed the identical debt-financing playbook utilized by Michael Saylor’s Technique to buy Bitcoin, and presently holds 1.78% of ETH’s complete provide.

Analysts have been lately flagging issues across the firm’s tumbling share worth, but it surely’s surged 17% prior to now week and is now down solely 3% prior to now month, in line with Google Finance.

Merchants Anticipate Fed Curiosity Price Reduce As Trump Pushes For Extra

Lee’s predictions come as merchants develop more and more assured that the Fed will announce the primary rate of interest reduce for the yr this week.

The Fed begins a two-day coverage assembly immediately, with the choice scheduled for Sept. 17. Markets anticipate a 25 foundation level reduce, which might decrease rates of interest to between 4% and 4.25%.

Merchants on the decentralized predictions platform Polymarket place the chances of a 25 bps reduce announcement this week at 92%. There are even some that see a 7% probability {that a} greater, 50bps reduce, will likely be introduced.

Polymarket rate cut odds

Rate of interest reduce odds (Supply: Polymarket)

These odds are echoed by the CME FedWatch instrument, which exhibits that analysts see a 96.1% probability that charges will likely be reduce within the subsequent Fed assembly. These analysts additionally see a 3.9% probability that the Fed will slash charges by 50 bps.

That’s as US President Donald Trump continues to strain Fed Chair Jerome Powell for giant rate of interest cuts.

In August, Trump argued that rates of interest must be reduce by 3 proportion factors. He added that rate of interest reductions of this magnitude would save the US “one trillion {dollars} a yr.”

🇺🇸 TRUMP SAID INFLATION IS VERY LOW AND FED SHOULD CUT RATES BY 3 POINTS. pic.twitter.com/FljnHJphSf
— Ash Crypto (@Ashcryptoreal) July 15, 2025

The crypto market has traded flat over the previous 24 hours forward of the Fed determination, however maintains a capitalization of greater than $4 trillion, in line with knowledge from CoinMarketCap.

BTC has managed a minor 24-hour achieve whereas ETH has slid by a fraction of a %. Each are within the inexperienced on the longer-term weekly timeframe.