Compass Investments

– Fundstrat’s Tom Lee believes crypto assets may be in the final stages of weakening or have already hit a low point, despite ongoing geopolitical instability.

In a conversation with CNBC on Monday, Lee characterized the latest volatility as a normal

– inflated risk premium,

– not a fundamental collapse

He predicts markets will begin to recover by the end of March and could strengthen in April.

Even though the crypto-winter.

isn’t over yet, Lee remains optimistic about Ethereum (CRYPTO: ETH), highlighting the network’s strong fundamentals and accelerating tokenization processes. He insists that the long-term price dynamics should eventually follow the increase in consumption.

Lee also pointed out that Bitmain Immersion Technologies (NYSE:BMNR) is buying up $50 million to $100 million worth of ETH every week, and its cash reserves are rumored to exceed $800 million.

Lee expressed that technological innovations, large-scale IT solutions and digital currencies could help boost markets in April as sentiment stabilizes.

Equities, he said, should end March on the upside despite geopolitical complications, including the situation in the Strait of Hormuz. He recalled that historically markets tend to fall before conflicts escalate, but then level off when uncertainty peaks.

He added that the recent decline in software and AI-related stocks seems excessive, with many of them having fallen back to April 2025 levels. Oversold segments, including technology leaders

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