Tom Lee

@fundstrat

Fundstrat wanda ya kafa kuma Shugaban BincikeBitMine (BMNR) shugaban kwamiti$5.1bn a cikin ETF na Granny Shots

Mafi yawan ambaton mai fatan hauhawar farashi a talabijin na kuɗi — kuma ɗaya daga cikin ƴan kaɗan da ke haɗa lamba da kwanan wata a kai. Lee ya jagoranci dabarun hannun jari a J.P. Morgan kafin ya kafa Fundstrat tare da wasu, kuma yanzu shi ne shugaban kwamitin wani kamfanin ajiyar Ethereum yayin da yake cewa Bitcoin zai kai $250,000. Wannan haɗin kai ne ya sa tarihinsa ya cancanci a zana shi a taswira — kuma a karanta shi tare da rikicin sha'awa a fili.

A taƙaice. Tom Lee mai dabarun kasuwa ne na Wall Street, ba ɗan kasuwar crypto ba: Babban Masanin Dabarun Hannun Jari a J.P. Morgan daga 2007 zuwa 2014, sannan wanda ya kafa kuma Shugaban Bincike na Fundstrat Global Advisors, kuma tun 30 ga Yuni 2025 shugaban kwamitin BitMine Immersion Technologies — kamfani wanda dukkan kasuwancinsa shi ne riƙe Ethereum. Yana kan CNBC kullum, yana bayar da manufofi masu zagaye, kuma kusan bai taɓa bayar da matakin ƙarya ba. Idan aka zana watanni bakwai da suka gabata, tsarin bai sauya ba kuma ba mai daɗi ba ne ta wata hanya ta musamman: yana yin gaggawa, akai-akai kuma da tsada. Ya sanar da ƙarshen hunturun crypto a Fabrairu, kuma a Maris, kuma a Mayu — ainihin ƙasan ya kasance 1 ga Yuli. Amma lokacin da kasuwa ta karye a ƙarshe, a 26 ga Yuni, ya ƙi barin ka'idarsa a cikin kashi 2% na ƙasan, kuma wannan maganar tana +30%. Ga maganganu takwas masu kwanan wata: 3 sun tabbata, 2 har yanzu a buɗe suke, 3 sun juya masa baya.

Tarihi — J.P. Morgan, Fundstrat, da ajiyar Ethereum

Lee ya samu digirin BSE daga Wharton School tare da fannonin kuɗi da lissafin kuɗi, yana da takardar CFA, kuma ya gina aiki na yau da kullum a bangaren sayarwa: darakta mai kula a Salomon Smith Barney, sannan Babban Masanin Dabarun Hannun Jari a J.P. Morgan daga 2007 zuwa 2014. Shafin ƙungiyar Fundstrat da kansa ya lura cewa yana kan gaba a jerin Institutional Investor kowace shekara tun 1998. A 2014 ya kafa Fundstrat Global Advisors tare da wasu, gidan bincike mai zaman kansa, inda yake Shugaban Bincike; shi ma Babban Jami'in Zuba Jari ne na Fundstrat Capital, wanda jerin ETF ɗinsa na «Granny Shots» (GRNY, GRNI, GRNJ) ke da $5.1 biliyan na haɗaɗɗun kadarori har zuwa 27 ga Agusta 2026.

Bangaren crypto sabo ne kuma ya fi hayaniya. A 30 ga Yuni 2025 aka naɗa shi shugaban kwamitin BitMine Immersion Technologies (NYSE American: BMNR), kamfanin ajiya da ke siya da yin staking na Ethereum — a ƙarshen Agusta 2026 yana da kusan ETH miliyan 5.9. Wannan ba wata ƙaramar sanarwa ba ce; shi ne yanayin da ya ƙunshi mafi yawan abin da yake faɗa game da Ethereum, kuma haka wannan shafin ke ɗaukarsa.

Kuskurensa manya ne, na bainar jama'a, kuma galibi al'amarin lokaci ne. Rahotanni game da bayyanuwarsa a CNBC ranar 4 ga Maris 2026 sun rubuta cewa ya yi hasashen Bitcoin a $150,000–$200,000 kafin ƙarshen Janairu da Ethereum a $7,000–$9,000 kafin ƙarshen Janairu — ETH ya shiga Fabrairu «kaɗan sama da $3,000». A Binance Blockchain Week na Disamba 2025 ya ƙara gaba a kan dandali: «Ina ganin Bitcoin zai kai $250,000 cikin ƴan watanni.» Waɗannan maganganun suna wajen tagar watanni bakwai da wannan shafin zai iya zanawa, don haka an faɗe su a nan maimakon a yi shiru a kansu. Akwai kuma rarrabuwa a cikin kamfaninsa: shugaban dabarun kadarorin dijital na Fundstrat, Sean Farrell, yana da hasashen cewa Bitcoin zai koma $60,000–$65,000 a farkon 2026 — daidai kewayon da ya faru — yayin da Lee ke kira a bainar jama'a ga sabbin kololuwa.

Sources: fundstrat.com · x.com/fundstrat · CNBC · dated third-party coverage (linked on every call)

Salon ciniki & falsafa

Daga sama zuwa ƙasa, bisa jigo, manufa da farko. Lee yana farawa daga yanayin makro (manufofin Fed, ruwan kuɗi, ISM, gwargwadon jan ƙarfe zuwa zinare), gudanar kuɗi da yanayin ɗaukar fasaha, sannan ya bayyana ra'ayinsa a matsayin lamba mai zagaye da shekara a jikinta — $250,000 na Bitcoin, $12,000 na Ethereum, 8,200 a kan S&P. A crypto musamman, kayan aikinsa na gaskiya guda ɗaya shi ne gwargwadon farashin ETH/BTC: zaɓi manufar Bitcoin, zaɓi gwargwado, ka ninka. Wannan tsari a bayyane yake kuma yana nuna lissafin — amma yana nufin lambobinsa na Ethereum suna gadon kowace kuskure a lambobinsa na Bitcoin. Abin da kusan babu shi gaba ɗaya shi ne sarrafa haɗari: babu tsayawa, babu matakin ƙarya, babu girman matsayi, kuma babu wa'adin da ya fi «bana» matsi. Don lokaci kuma yana aron matakan wasu (ƙidayar zagayowar Tom DeMark, samfurin yanayin John Bollinger) maimakon ya samar da nasa. Karanta shi don ka'ida da gudanar kuɗi, kada ka taɓa yin hakan don shigar da ciniki.

Tarihin hasashe — kiraye-kirayensa, a jadawali

Maganganu takwas masu kwanan wata daga tagar da za a iya zanawa, kowanne an ciro shi kalma-da-kalma daga shafinsa na asali kafin a ba shi maki. Lee yana bayar da manufofi amma ba wa'adi da ya fi «bana» matsi ba, don haka aka auna yawancinsu bisa abin da farashi ya yi bayan haka tun ranar da ya faɗa. Sakamakon ya rabu a fili bisa nau'i: hasashen ƙasan nasa yana da wuri kuma yana da tsada — Fabrairu, Maris da Mayu duk sun sanar da ƙarshen hunturun crypto kafin ƙarin faɗuwa na −14.9%, −14.2% da −27.6% — yayin da kare ka'idarsa a ainihin ƙasan ya yi kyau sosai. Sakamako: 3 sun tabbata, 2 a buɗe, 3 sun juya masa baya. Manyan kuskurensa ($250 dubu na Bitcoin «cikin ƴan watanni», $7–9 dubu na Ethereum kafin Janairu) sun gabaci wannan taga kuma suna cikin tarihin rayuwarsa, ba a binne su ba.

Sakamakon shi ne yadda muka karanta ra'ayin da ya bayyana idan aka kwatanta da ainihin farashin CoinGecko, ba nasa ƙididdigar ba. Inda ya ambaci matakin wani ($60,000 na Tom DeMark), katin ya faɗi haka. Shi ne shugaban BitMine, kamfanin ajiyar Ethereum, don haka kowace magana game da Ethereum a nan tana ɗauke da sha'awar kuɗi kai tsaye — ka auna hakan. Alamomin da suke a buɗe za su iya juyawa.

Yadda ake samun kuɗi a nan — da inda rikicin buƙatu yake

Lee ba siginar ciniki yake sayarwa ba — yana sayar da bincike ga manyan hukumomi, yana sarrafa ETF na siyayya kawai, kuma shi ne shugaban ajiyar Ethereum da aka jera a kasuwar hannun jari. Na ƙarshen shi ne rikicin sha'awar da ya fi muhimmanci, kuma an bayyana shi a shafinsa na X.

Ra'ayoyi na musamman

Quotes transcribed from his own public videos; stated views, not recommendations.

Dakin karatu na abun ciki

Babu ɗakin karatun bidiyo a nan. Abin da Lee ke samarwa shi ne shirye-shiryen wasu mutane — bayyanuwa a CNBC, baƙunci a podcast, jawabai a taro — da kuma binciken Fundstrat mai biyan kuɗi da wasiƙun masu hannun jari na BitMine. Tashar YouTube tasa ba ta wallafa komai tun 2024, kuma sassan CNBC ba su da rubutaccen kwafi da za mu iya yin ƙaulinsa. Maimakon cika wannan sashe da bidiyoyi da ba za mu iya yin ƙaulinsu daidai ba, mun bar shi babu komai: kowace magana da aka zana a sama tana da alaƙa da shafi mai kwanan wata wanda ke ɗauke da kalmominsa kalma-da-kalma, kuma dukkansu suna cikin tarin tushen da aka tabbatar a bayan wannan fayil ɗin.

Amsoshi kai tsaye

Salonka ya yi kama sosai?

Lee yana zaɓar jigo, yana zaɓar lamba, kuma yana riƙe ta ko da a lokacin faɗuwa. Yaya kusa fahimtarka take — auna ta da gaske da Trader Passport.

Bincike na sanarwa da ilimantarwa wanda ya dogara sosai kan kayan da ake samu a bainar jama'a (rahotannin wasu masu kwanan wata da rubuce-rubucensa na jama'a, an haɗa hanyar haɗi a kowace magana). Tom Lee shi ne shugaban BitMine Immersion Technologies, kamfanin ajiyar Ethereum, kuma shi ne CIO na wani mai sarrafa ETF — an bayyana su duka a sama kuma suna da alaƙa da ra'ayoyinsa. Ba shawarar kuɗi ko ta zuba jari ba ce. Lambobin ƙiyasi ne kuma suna canzawa kullum. Spotted an error, or are you Tom? Gabatar da gyara →

An tabbatar da masu amfani · An ambaci tushe a sama · Hanyar ba da maki · An sabunta 10 September 2026