2025-12-02 06:21:45

Tom Lee, the bold and outspoken figure from Wall Street, is stirring things up again. This time, he directly claims that the US stock market is going to da moon, with the S&P 500 potentially reaching 7200-7300 points in December. Sounds exciting, right? But hold your horses, we need to break down how this really relates to our crypto market.

The reasons he gave do hold some weight: quantitative tightening is coming to an end, liquidity will return; institutional fund managers have cut their losses; historically, this time of year often brings unexpected events. With these three conditions combined, the logic makes sense. If the US stock market is truly pushed up by a flood of capital, based on past behavior, the spillover effect on risk assets will also give the crypto market a boost.

But what is reality?

Bitcoin is lying flatter than anyone else right now, and the on-chain activity is as cold as an ice cellar. The inflow of funds in the entire crypto market has been directly cut in half and then cut in half again, dropping more than 80%. In this state, just hoping that the US stock market will spread some emotions over? That's too naive. At most, it will just slightly raise the bottom, so that everyone doesn't fall too painfully.

What should retail investors do now? Two words: wait.

Don't rush in to go all-in just because you see the news. First, keep an eye on the Nasdaq to see if tech stocks can really explode with that kind of crazy rally. If the US stock market goes up, then look back at mainstream coins like Bitcoin and Ethereum – if their prices are still flat or slightly down? That would be a signal to enter the market in batches. Remember one thing: the market is lacking liquidity right now, and funds will not be evenly distributed; they will definitely flow preferentially to large coins that have ecological support.

As for altcoins?
Unless unexpected hot topics emerge, even if there is a market this time, it won't be their turn to run first. Funds are very cautious now and won't sprinkle money randomly.

So the question arises: if this wave really comes, do you think Bitcoin will move first, or will the funds bypass it and speculate on something else?

BTC-1.62%

ETH-3.79%

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MevShadowranger

· 12-05 03:38

What’s Tom Lee up to again? If US stocks go up, the crypto market has to follow—this logic is too old-school. Now all the coins are just lying flat, honestly. To put it simply, just wait. Don’t make any random moves.

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MetaMaximalist

· 12-04 15:59

ngl, tom lee's been running the same playbook since 2017... mainstream liquidity flows don't just magically cascade into btc anymore, that's some early adoption cope. the on-chain metrics are screaming the opposite of what he's betting on—capital efficiency has fundamentally shifted post-institutional consolidation.

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CommunityWorker

· 12-02 06:50

Who cares if the US stock market goes up or not? The key is to see when the whales start hoarding coins. It's pointless to talk about this now. --- Tom Lee's talk is just talk. The real problem is that the crypto world is stagnant. Let's talk again when real money flows back in. --- With on-chain data being so cold, relying on US stock market sentiment is useless. It's laughable. --- While funds may be refined, there also need to be projects worth investing in. Right now, it's just BTC, and there's nothing much to see. --- Good question. I bet Bitcoin will run first, after all, it's the anchor. The rest are whatever. --- In this round, there's no liquidity. If the US stock market can't drive the crypto world again, I'm tired of this script. --- Retail investors should just wait patiently now. Those who impulsively went all in are probably crying.

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DegenWhisperer

· 12-02 06:49

It's the same old story from Tom Lee, the US stock market is To da moon and the crypto world is hyped? Ha, the on-chain is dying like a ghost town, the funds haven't come back at all, why should we get hyped?

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ChainDetective

· 12-02 06:43

It's the same old story from Tom Lee again, US stocks at 7200-7300? I think that even if it really goes up, the crypto world might not benefit from it, as there is no liquidity at all, so don't think too much about it. Let's wait for the Nasdaq to really explode before we see, don't let the news from US stocks lead you by the nose. Right now, just focus on whether BTC has truly become active, that will be the signal. This round of alts won't have their turn either, where is the money flowing? It still depends on whether the major coins can break the deadlock first.

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GasFeeAssassin

· 12-02 06:39

Really, I've heard Tom Lee's spiel too many times. The US stock market is being hyped up, while the crypto world is still quiet; this price difference is ridiculous. Wait, you say there's a lack of blood? Well, I haven't sold my ETH yet, and it feels a bit tragic. That being said, if the US stock market really picks up and funds still don't flow into the crypto world, that indicates the market hasn't realized what encryption is at all, and that's the most heartbreaking part.

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BlockchainTalker

· 12-02 06:36

Actually, if we examine the correlation thesis through lens of actual onchain metrics... the data tells different story. Capital inflow down 80%? That's not "waiting for liquidity," that's structural exodus, fundamentally speaking.

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LucidSleepwalker

· 12-02 06:32

Laughing, Tom Lee is painting a pie again, but this time he really hit the nail on the head. The explosion of U.S. stocks ≠ the crypto world taking off, this logic is far off. With on-chain activity this cold, relying solely on emotional contagion won't save it. Let's wait and see if the Nasdaq can really get going, otherwise it's all just empty talk. Retail investors who are all in at this time, to be honest, deserve to lose. Funds are now very smart and will definitely flow first to major coins; alts can forget it. The real question is, when the market actually comes, can BTC keep up with the rhythm of U.S. stocks? Or is it just another play people for suckers routine?

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