Key Takeaways
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Tom Lee expects a March rebound contempt geopolitical tensions.
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Other analysts spot signs of a bottom.
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Price outlook remains uncertain.
Bitcoin and Ethereum’s prices could rebound successful March, according to Fundstrat’s Tom Lee, who has remained bullish contempt escalating Middle East tensions that hazard a broader planetary conflict.
Lee told CNBC that humanities marketplace behaviour during geopolitical shocks suggests investors often payment from remaining invested alternatively than exiting positions.
Speaking connected CNBC’s Squawk Box, Lee said investors are progressively disquieted that geopolitical tensions could escalate into a larger conflict, adjacent raising fears of World War III.
However, helium said markets historically retrieve rapidly unless specified worst-case scenarios materialize.
“A batch of experts are going to interest that this could encompass a larger conflict, thing that would beryllium World War Three oregon something,” Lee said.
Lee added that helium expects markets broadly — including Bitcoin and Ethereum — to rebound successful the coming weeks.
“I would expect really March to beryllium an up period for the banal market,” helium said.
He besides pointed to aboriginal weakness successful exertion stocks, large AI companies, and cryptocurrencies arsenic signs the marketplace whitethorn already beryllium adjacent a bottom.
“Things similar software, the Mag Seven, and crypto each had aboriginal weakness,” Lee said. “They’re each astir apt successful the last stages oregon person already bottomed.”
Lee, who acts arsenic president for Ethereum treasury Bitmine, reiterated his optimism astir Ethereum’s semipermanent fundamentals, arguing that increasing enactment connected the web should yet construe into higher prices.
“There’s truthful overmuch being built connected Ethereum now,” Lee said. “Almost each large announcement of a tokenized money is happening connected Ethereum.”
Lee’s comments echo caller remarks from VanEck CEO Jan van Eck, who besides suggested that the crypto marketplace whitethorn beryllium entering a bottoming phase.
Speaking connected CNBC earlier this week, the enforcement said the caller rally successful Bitcoin and large crypto-related stocks could bespeak the worst of the downturn is passing.
“I deliberation we’re making a bottommost and this is simply a precise bully motion of life,” van Eck said.
However, helium noted that 2026 historically aligns with the weakest signifier of Bitcoin’s four-year cycle.
“Bitcoin goes up 3 years successful a row, past goes down beauteous massively successful that 4th year,” helium said.

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