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Saturday Oct 25 2025 09:46
2 min
Tom Lee argues that AI is not a bubble in the traditional sense. Despite concerns about over-investment, returns are beginning to materialize. He points out that valuations for companies like Nvidia are relatively low compared to other companies, suggesting that the market has not yet reached the bubble stage.
Lee argues that traditional valuation models are outdated due to structural changes in the economy. He suggests that the price-to-earnings ratio (P/E) should be higher than historical averages given strong earnings growth and the current economic environment.
Lee predicts that Bitcoin will eventually reach a price of $1.6 million to $2 million. He also believes that Ethereum will become Wall Street's "sovereign reserve asset," with a target price of $21,000.
Lee criticizes traditional economic surveys, such as the University of Michigan consumer survey, arguing that they have become inaccurate due to political biases in the samples. He suggests that prediction markets, such as Trueflation and PolyMarket, offer more accurate and transparent forecasts.
Lee anticipates that governments will eventually implement a "robot tax" to compensate for the loss of tax revenue due to automation. He suggests that every action of a robot be tracked on-chain, and taxes will be paid through micro-payments.
Lee expects the market to experience accelerated growth in 2026, driven by accommodative monetary policy, a manufacturing rebound, the adoption of AI technologies, and the tokenization of diverse assets.
Risk Warning: This article represents only the author’s views and is provided for informational purposes only. It does not constitute investment advice, investment research, or a recommendation to trade, nor does it represent the stance of the Markets.com platform. When considering shares, indices, forex (foreign exchange), and commodities for trading and price predictions, remember that trading CFDs involves a significant degree of risk and may not be suitable for all investors. Leveraged products can result in capital loss. Past performance is not indicative of future results. Before trading, ensure you fully understand the risks involved and consider your investment objectives and level of experience. Trading cryptocurrency CFDs and spread bets is restricted for all UK retail clients.
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