According to an announcement from CoinWorld on December 25, Tom Lee, co-founder of Fundstrat and chairman of BitMine, recently stated in an interview with CNBC that the Federal Reserve may adopt a more dovish monetary policy in 2026, which is expected to boost business confidence and push the ISM Purchasing Managers' Index above 50, benefiting traditional industries such as industrial, energy, and basic materials. Lee believes that the financial services industry will reduce employee density and improve profit margins due to the applications of AI and blockchain, predicting that leading banks like JPMorgan Chase and Goldman Sachs may behave more like tech stocks, with the potential to become the next batch of "tech giants." Although the market may experience significant fluctuations in 2026, Lee pointed out that historical data shows that after three consecutive years of over 20% growth, there is a 50% chance that the fourth year will perform even better. He warned that the main risk lies in overconfidence, but the current cautious attitude of investors may alleviate this issue.
