Wall Street strategist Tom Lee predicts: If Bitcoin holds above $76,000 in May, a "major bull market" will fully ignite.

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Tom Lee, co-founder of Fundstrat and chairman of Bitmine, said on Thursday that the cryptocurrency bear market is likely over, and a new bull market cycle driven by the intersection of "asset tokenization" and "AI financial services" is poised to begin. Tom Lee delivered a speech at the "Consensus 2026" conference held in Miami on Thursday. He pointed out that Bitcoin's recent strong rebound is a historic signal that the market is gradually shaking off its slump. Looking back at this correction, Bitcoin plummeted from a high of $126,000 last October to the $60,000 support level in February, and has now finally reached a critical turning point. Following consecutive monthly gains in March and April, Bitcoin has rallied about 5% since entering May. If the gains continue through the end of the month, it is expected to mark its third consecutive month of positive returns. Tom Lee stated: In past bear markets, Bitcoin has never risen for three consecutive months. If Bitcoin's closing price at the end of the month can hold above $76,000, we can conclude that the bear market is completely and utterly over. Tom Lee observed that many investors are still psychologically trapped in the panic of the previous crash, and thus severely underestimate the strength of this rebound. To support his optimistic view, he specifically pointed to the recent perspective of veteran trading master John Bollinger, inventor of the "Bollinger Bands," who noted that the trend model has turned bullish on Bitcoin, which is another technical tailwind. In addition, the ripple effect of software stocks has added fuel to the bull market. Tom Lee explained that software stocks were previously hit hard by market concerns that AI would disrupt their business models, but historically, software stocks and Bitcoin have always been highly positively correlated. He further added that since geopolitical tensions between the US and Iran escalated, crypto assets have outperformed most traditional financial markets, with ETH leading the charge. Asset Tokenization and AI Agents to Lead the Next Wave Looking to the future, Tom Lee believes that two major trends disrupting the financial industry will become the ultimate fuel for the next cryptocurrency bull market: first, "asset tokenization," which involves moving all physical or traditional assets onto the blockchain; and second, "AI agents" running on blockchain infrastructure. Tom Lee analyzed that future AI agents will have the need to autonomously transfer value (i.e., they will need to "spend money" themselves to execute tasks). To this end, they will inevitably rely heavily on borderless, efficient blockchains and tokenized financial systems. He cited the popularity of stablecoins as proof that this revolution is already quietly underway. Currently, the total transaction volume of global stablecoins has officially surpassed that of traditional payment giant Visa. At the same time, he cited a report from asset management firm Grayscale, pointing out that the $300 trillion traditional securities market will eventually migrate entirely to the blockchain in the form of tokenized assets. He said: Whoever can become the underlying network to carry these massive tokenized economic activities will capture the greatest economic value. Financial Landscape Reshuffled: Digital-Native Enterprises to Dominate Wall Street This revolution brought about by blockchain and AI will completely reshape the economic structure of the financial industry. Tom Lee presented a striking comparison: Wall Street giant JPMorgan has 300,000 employees and is projected to earn about $60 billion in profit this year; however, companies like stablecoin issuer Tether or quantitative trading giant Jane Street can generate comparable, staggering profits with only a handful of employees. He concluded: Digital-native enterprises use blockchain for settlement, which can eliminate cumbersome traditional processes and massive labor costs. In Tom Lee's view, crypto-native financial companies will gradually devour and replace the territory of traditional media and telecommunications companies, much like the tech giants that swept the globe over the past 20 years. He said: Within 10 years, half of the world's largest financial institutions will be digital-native enterprises.

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