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Raoul Pal and Tom Lee are both pointing to a critical shift that most crypto investors have not noticed yet. The ISM has moved back above 50 after months of weakness, and historically that marks the moment liquidity begins flowing back into risk assets like Bitcoin and Ethereum.

This recovery is not happening by accident. Governments are actively pushing lending back toward the real economy, mortgage rates are expected to fall, and changes to bank leverage rules are freeing up balance sheets to support new credit growth across Main Street.

Pal explains that hundreds of forward-looking indicators all suggest the ISM is going to come in strong this year. The US is also entering one of its largest infrastructure investment phases in decades as AI drives massive demand for data centers and power generation.

That spending creates jobs, strengthens business activity, and begins closing the gap between Wall Street and Main Street that policymakers need to address heading into the midterms.

Pal also breaks down what really happened during the October liquidation cascade. When forced deleveraging began, market maker APIs went down at the worst possible moment. Retail investors were locked out of platforms.

Exchanges likely had to step in with their own balance sheets to provide liquidity and prevent a total collapse. That inventory then had to be gradually distributed back into the market, creating the appearance of persistent selling pressure even while long-term holders were quietly accumulating underneath.

Tom Lee believes 2026 will ultimately look like a continuation of the bull market that began in 2022, but warns that three forces could create a temporary pullback of 10 to 20% along the way.

A new Fed leadership transition, more aggressive government policy picking winners and losers, and uncertainty around how much AI growth is already priced in. He still expects markets to finish the year strong once those transitions settle.

On Bitcoin, Lee maintains a $250,000 price target for this cycle. He points to banks recognizing that blockchain settlement offers speed and finality that traditional systems cannot match. He also highlights Tether as proof that blockchain-native financial companies can outperform traditional banks. Tether is expected to generate nearly $20 billion in profit in 2026 with just 300 employees.

JP Morgan needs 300,000 to achieve similar profitability. Lee also notes that far more people still own gold than own crypto, meaning Bitcoin’s adoption curve may still be in its early stages.

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Disclaimer: This video is for informational and entertainment purposes only and should not be considered financial advice. Always do your own research before making any investment decisions.

#Bitcoin #Crypto #RaoulPal