Tom Lee Predicts Fed Rate Cuts Could Send Bitcoin Surging in Next 3 Months — Nasdaq 100, Ethereum, Small-Caps & Financials to Gain

BitMine chairman Tom Lee told CNBC on September 16 that a prospective Fed interest-rate cut would likely trigger a re-rating across risk assets. He identified the Nasdaq 100—notably the Mag 7 and AI sector—alongside leading digital assets such as Bitcoin and Ethereum, and cyclical areas including small-cap and the financial sector, as potential beneficiaries under a loosening monetary backdrop.

From a market-structure perspective, a policy pivot that compresses yields could prompt multiple expansion and a short-term risk-on rotation. Portfolio managers should monitor Fed guidance, liquidity metrics and earnings revisions, as these variables will determine whether equities and crypto assets experience sustained outperformance rather than transient repricing.