Fundstrat’s Tom Lee is sticking with his optimistic outlook for U.S. equities and crypto, reinforcing his belief that industrials, financials, and tech stocks will lead the market higher through the rest of the year.
Speaking in an exclusive interview with the Global Money Talk YouTube channel, Lee said these sectors—highlighted by Fundstrat at the beginning of 2025—are already outperforming expectations.
Industrials and financials have taken an early lead, while tech is now showing renewed momentum. According to Lee, this trio is well-positioned to drive stock market gains in the months ahead.
Looking into 2026, Lee anticipates a shift in investor focus as the Federal Reserve is expected to begin lowering interest rates. He believes that such a move would favor more rate-sensitive segments of the market, especially financials as well as small and mid-cap stocks, which tend to benefit from easier monetary conditions.
On the crypto side, Lee pointed to stablecoins as a key area to watch. With much of the stablecoin infrastructure built on Ethereum, he sees ETH as a likely beneficiary if adoption accelerates. “Stablecoins are being backed and encouraged by the U.S. government.
Most of them are built on Ethereum, including Circle’s USDC,” Lee explained. “So if stablecoin usage skyrockets, Ethereum could follow with a major resurgence.”
Alexander Stefanov
Reporter at Coindoo
Alex is an experienced finance journalist and a cryptocurrency and blockchain enthusiast. With over 8 years of experience covering the crypto, blockchain and fintech industries, he deeply understands the complex and constantly evolving world of digital assets. His insightful and thought-provoking articles provide readers with a clear picture of the latest developments and trends in the market. His passionate approach allows him to break down complex ideas into accessible and insightful content. Follow up on his content to be up to date with the most important trends and topics.
Source: https://coindoo.com/ethereum-set-for-comeback-as-stablecoins-gain-ground-according-to-fundstrats-tom-lee/