I sat down with @fundstrat to discuss whether AI is a bubble, why this may be the most hated stock market rally in history, and how misleading economic data shapes investor sentiment. Tom also shares his latest views on Bitcoin, Ethereum, and why innovation in crypto markets is starting to outpace traditional finance. Enjoy! YouTube: https://youtu.be/jcq6GVB01jY?si=XmmGwHY2uI_IWSZX Apple: https://podcasts.apple.com/us/podcast/why-bitcoins-rally-is-just-getting-started-tom-lee/id1434060078?i=1000733211023 Spotify: https://open.spotify.com/episode/6aRmdnKJwix6JeHoe12kyi?si=8YRN9vrcTU-ieFRsCJGV8w TIMESTAMPS: 0:00 - Intro 1:11 - Is AI a bubble? 4:37 - Stock market fundamentals vs macro 7:59 - Inside Tom Lee’s “Granny Shots” ETF 12:34 - The rise and impact of humanoid robots 18:28 - Why economic data is broken 22:41 - Prediction markets and tokenized finance 27:31 - Breakout crypto products 33:38 - Gold vs Bitcoin 37:36 - Is the bitcoin 4-year cycle over? 41:38 - The most hated stock market rally? 45:49 - Ethereum supercycle and BitMine 53:45 - 2026 market outlook 55:44 - Retail activism and Opendoor(Anthony Pompliano 🌪)