Tom Lee, Fundstrat Head of Research, joins CNBC’s Squawk Box to break down the Fed’s inflation fight, the path of rate cuts, and what it means for markets and crypto.

AI-generated source summary

The analysis suggests that the Fed's monetary policy, particularly potential rate cuts, is crucial for both cryptocurrency and the broader stock market, and for bitcoin it can rally to $200,000 by year end. The analyst points out that the pause in rate hikes has constrained Bitcoin's growth, and a resumption of cuts would be a strong catalyst. This is grounded by historical precedent. The analysis also mentions a general skepticism among investors toward stocks, which is bullish for the overall stock market, so the S&P 500 is seen as growing to increase. For IWM due is beta to equity, that means that its increase could also grow in the same proyection and if that occurs, also will be positive to Ethereum.

AI-generated summary based on the source content.

Evidence and evaluation progress

1. Original source published

   08 Sept 2025, 16:04 UTC

   The analyst published the original source item.

2. Source recorded by Tahlil Plus

   18 May 2026, 20:23 UTC

   The public source was preserved as the evidence record for this case.

3. Market predictions extracted

   18 May 2026, 20:47 UTC

   1 eligible signal linked to this case.

4. Outcome tracking started

   02 Jul 2026, 01:22 UTC

   Tahlil Plus began monitoring the extracted predictions.

5. First prediction resolved

   02 Jul 2026, 01:22 UTC

   The first evaluable outcome in this case reached a terminal result.

6. Case evaluation completed

   02 Jul 2026, 01:22 UTC

   All evaluable predictions in this case reached terminal outcomes.