Michaël van de Poppe(@CryptoMichNL):Tom Lee said this months before it became a bigger story online. Whether it plays out is another question that people stay skeptical about. "Central banks should be easing, and we're past the oil shock. So you have dovish central banks and profits on a real basis going up. I think that's higher multiples and higher earnings. It could be the biggest stock market gains in our lifetime." He's since repeated the same 2027 call on CNBC, and raised his S&P 500 earnings estimate from $350 to $415. Plenty of people stay skeptical of his big calls. That skepticism is fair, and it's exactly why a call like this is worth watching play out rather than taking at face value. His reasoning still holds up on paper: falling costs, easing central banks, and earnings and multiples rising together, a combination that historically produces melt-ups rather than corrections. Whether 2027 actually delivers is something nobody, including him, can know yet. Full conversation on @new_era

2026.09.25 13:00

Tom Lee said this months before it became a bigger story online. Whether it plays out is another question that people stay skeptical about. "Central banks should be easing, and we're past the oil shock. So you have dovish central banks and profits on a real basis going up. I think that's higher multiples and higher earnings. It could be the biggest stock market gains in our lifetime." He's since repeated the same 2027 call on CNBC, and raised his S&P 500 earnings estimate from $350 to $415. Plenty of people stay skeptical of his big calls. That skepticism is fair, and it's exactly why a call like this is worth watching play out rather than taking at face value. His reasoning still holds up on paper: falling costs, easing central banks, and earnings and multiples rising together, a combination that historically produces melt-ups rather than corrections. Whether 2027 actually delivers is something nobody, including him, can know yet. Full conversation on @new_era_finance

Michaël van de Poppe@CryptoMichNL

2026.07.07 17:00

Six months ago Ethereum was almost $5,000. Today it's under $2,000. When I put that to Tom Lee in Paris, his response was: "Has anything really changed?" Tom Lee (@fundstrat) is one of Wall Street's most-followed forecasters. While the market wrote Ethereum off, he made the case to me that it's one of the most mispriced assets in the world right now. His framing stuck with me. Gold is worth ~$22 trillion. The stock market over $100 trillion. Real estate ~$300 trillion. And to make those assets composable and move them on-chain, he argues, you run them on Ethereum, which sits at a fraction of that. "If Ethereum is at 300 billion, it's grossly undervalued." We cover: - Why he calls this "crypto spring", fundamentals stronger than ever while price lags - Why tokenization is "not even a question," and what happens when Wall Street actually moves on-chain - Why AI agents carrying wallets and making payments is, in his words, "pretty close to 100%" within three years - Why he can see Ethereum as a 1, 2, or even $5 trillion network "in the next few years" - What most investors are missing at exactly the wrong moment That's his call, not mine, but it's one of the clearest bull cases I've heard on why the biggest move may still be ahead. Full conversation is live. 👇 Is Ethereum the most undervalued asset in crypto right now?