Tom Lee: BTC and ETH may face a "monster-level pump" in the fourth quarter, comparable to the 1971 Wall Street innovation wave.

As the market's expectations for interest rate cuts by the Federal Reserve improve, market liquidity is gradually improving. Tom Lee, chairman of Ethereum reserve company BitMine, predicted in an interview with CNBC that Bitcoin and Ether will experience unprecedented fluctuations and pumps in the next three months.

At the same time, Ethereum is in the midst of the intertwining of Wall Street on-chain, AI, and stablecoin applications, which can be regarded as an innovative explosion moment after the US dollar detached from the gold standard in 1971.

The Federal Reserve lowering interest rates ignites market imagination, BTC and ETH welcome a critical moment.

Tom Lee pointed out that U.S. monetary policy is reaching a turning point. The U.S. central bank predicts that the Federal Reserve will cut interest rates by 25 basis points tomorrow (17), while CME Group has a 4% chance of betting on a larger cut of 50 basis points, and Polymarket shows 7%, indicating a consistency in optimism about interest rate cuts.

Lee believes that this is similar to the scenario in 1998 and 2024 when the Federal Reserve paused interest rate hikes and then restarted rate cuts, which helps to rebuild investor confidence:

In the next three months, BTC and ETH may experience a huge行情 (monster move), which will become one of the most prominent trading opportunities this year.

This aligns with the thoughts of Galaxy Digital CEO Mike Novogratz a few days ago, who stated that expectations of interest rate cuts and regulatory easing in the United States will once again attract investors' attention, providing an opportunity for Bitcoin to pump.

( Bitcoin funds are shifting towards altcoins! Galaxy Digital CEO: Interest rate cuts will drive another wave of increase before the end of the year )

Speaking of ETH's status: more like the "Wall Street Innovation Wave" carrier of 1971.

When asked whether BTC and ETH should be classified as risk or safe-haven assets, Tom Lee stated: "BTC is highly sensitive to monetary policy and market Liquidity, and Ethereum is likewise."

He indicated that, however, Ether also carries the role of "AI and Wall Street on chain," and is closely related to stablecoins and smart contract applications:

So, Ethereum is almost like Wall Street when the US dollar abandoned the gold standard in 1971, a time that saw many innovations.

Lee emphasized: "Ethereum is essentially a 'growth protocol (growth protocol), carrying innovation opportunities for the next ten to fifteen years." Similar to the gold standard shock of 1971, financial innovation and institutional reform have driven a new round of innovation and capital expansion.

( Tom Lee talks about Ethereum's potential, with an ETH target price of 12K~60K. BitMine has already purchased 1.86 million Ether ).

BitMine aggressively acquires ETH, gaining control of nearly 2% of the total supply.

In line with his views, BitMine, led by Tom Lee, has actively entered the market to position itself in ETH. SER data shows that the company currently holds $10.77 billion in assets, which includes 2.15 million ETH, valued at approximately $9.74 billion, accounting for about 1.78% of the overall ETH supply.

Even though Lee has repeatedly emphasized that Ethereum's prospects in AI, AI agents, and Wall Street on-chain are driving Ethereum into a monster-level pump; the data clearly shows that the company's buying quantity of ETH is gradually declining, after all, good stock price performance and the speed of hoarding coins cannot be achieved simultaneously.

Tom Lee reiterated: ETH could become the "biggest macro trade" of the next decade.

Tom Lee's prediction highlights the intersection of macro policy and technological innovation. The Fed's interest rate cuts may open the floodgates for capital, while Ethereum is seen as one of the most promising assets due to its sensitivity to liquidity, innovative capacity, and role as a financial infrastructure.

As institutional investors like BitMine continue to increase their investments, ETH may be at the starting point of a pump, but whether this is true or not remains for investors to verify.

This article Tom Lee: BTC and ETH may face a "monster-level pump" in the fourth quarter, comparable to the 1971 Wall Street innovation wave, first appeared on Chain News ABMedia.