BitMine’s Tom Lee Explains the Gold, Silver, and Bitcoin Cycle | US Crypto News
Welcome to the US Crypto News Morning Briefing—your important rundown of the most necessary developments in crypto for the day forward.
Grab a espresso and settle in — the markets are shifting, and what’s scorching right now could sign what’s subsequent. Precious metals are stealing headlines, shares are holding regular, and Bitcoin…nicely, it’d simply be ready in the wings.
Crypto News of the Day: Tom Lee Explains Why Gold and Silver Are Dominating Investors’ Attention
Investors are more and more turning to treasured metals as gold and silver soar to multiyear highs. Against this backdrop, BitMine’s Tom Lee says the pattern is signaling extra than simply short-term hypothesis.
In a latest look on CNBC’s Power Lunch, Lee, BitMine’s Head of Research, defined why metals have develop into a “actual, real asset class” and what meaning for equities and crypto.
“Metals are proving to be an actual, real asset class as a result of I feel for a few years, possibly individuals thought solely gold bugs ought to personal gold. But now, particularly the final three years, metals have, I feel, confirmed to be a little bit of a juggernaut,” Lee said.
He famous that the rise of metals is pushed by a mixture of geopolitical uncertainty, dollar weakness, and dovish central financial institution coverage. Nevertheless, Lee says that the metals rally shouldn’t be seen as a damaging for shares.
“I don’t suppose that these are dangerous for equities as a result of if that is anticipating greenback weak spot or extra dovish strikes by central banks, then it’s good for asset costs,” he defined.
According to Lee, a weaker greenback and accelerating earnings progress present a stabilizing power for equities, whilst metals draw investor consideration.
Tom Lee’s Top Sector Picks and the Crypto Outlook for 2026
Investors seeking to place themselves for the remainder of 2026 could need to concentrate on Lee’s sector suggestions.
From BitMine’s perspective, high picks embody vitality, fundamental supplies, financials, industrials, small-cap shares, and the Mag-7 tech firms.
“Financials are being buffeted as a result of the White House is selecting winners and losers…But the financial institution fundamentals are so good, and I feel tokenization and blockchain are actually massive productiveness drivers, and AI is a large tailwind that I feel banks are in the means of rerating extra like tech shares over time,” he mentioned.
While conventional markets are anchored, Lee highlighted the present state of crypto, which has lagged metals in performance. The October 2025 deleveraging, he mentioned, continues to influence crypto markets.
“There was an enormous deleveraging…some exchanges and market makers…so the business is kind of limping alongside, however the fundamentals have improved rather a lot,” Lee famous.
He added that, traditionally, durations when metals rise sharply are sometimes adopted by renewed features in Bitcoin and Ethereum as soon as metals stabilize.
Lee additionally addressed short-term uncertainties, together with government shutdowns and potential earnings disappointments, noting that such occasions usually current shopping for alternatives reasonably than long-term threats.
“In the brief time period, in fact, shutdowns create uncertainty…these have all confirmed to be shopping for alternatives,” he mentioned.
Overall, BitMine’s Tom Lee paints an image of a market in transition. Metals are commanding investor consideration right now, however crypto might see a surge as soon as conventional protected havens pause.
Investors seeking a balanced approach ought to think about sustaining publicity to high-performing sectors, respecting metals’ momentum, and watching crypto fundamentals for indicators of the subsequent transfer.
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Here’s a abstract of extra US crypto information to observe right now:
- Ethereum whales add $1.3 billion on ERC-8004 Hype — But one metric still blocks a rally.
- Bitcoin tests $90,000, but draw back safety stays bid into Fed and funding threat.
- Coinbase’s first CTO says crypto will outlive Silicon Valley— Here’s why.
- Ethereum’s next big bet goes dwell: Who wins from ERC-8004?
- Bitcoin rebound stalls at 4% as rate-cut mood dominates ETF buzz — What’s subsequent for worth?
- Morgan Stanley goes from crypto curious to crypto dedicated as Wall Street ‘opens the pipes’
Crypto Equities Pre-Market Overview
| Company | Close As of January 27 | Pre-Market Overview |
| Strategy (MSTR) | $161.58 | $162.70 (+0.69%) |
| Coinbase (COIN) | $210.83 | $212.88 (+0.97%) |
| Galaxy Digital Holdings (GLXY) | $33.18 | $33.45 (+0.81%) |
| MARA Holdings (MARA) | $10.52 | $10.59 (+0.67%) |
| Riot Platforms (RIOT) | $17.55 | $17.72 (+0.97%) |
| Core Scientific (CORZ) | $19.94 | $20.22 (+1.405) |
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