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Crypto

Crypto exchange closures may signal market bottom, Tom Lee says

A series of cryptocurrency exchange shutdowns could be a sign the market is near a bottom, Fundstrat co-founder Tom Lee said. His comments followed BitMart’s decision to end its trading platform and BitMEX’s plan to halt operations this year. Lee maintained a long-term optimistic view on ethereum, comparing its evolution potential to growth inflection points seen at Amazon, Nvidia and JPMorgan, and reiterated a $250,000 long-term target.

Crypto

Fundstrat\'s Tom Lee says AI investment money shifting from memory chips to Ethereum

Ethereum could be the next beneficiary asset in the artificial intelligence investment cycle, as early signs suggest AI-related money is shifting from chipmakers, especially memory-chip stocks, to Ethereum, an analysis said. Fundstrat\'s Tom Lee cited a 72 percentage-point one-month performance gap between Ethereum and the Roundhill Memory ETF. Fundstrat did not provide direct fund-flow data, prompting calls for further verification.

AI & Enterprise

Truth behind chip stock fall from China AI models

Chinese AI startups are stepping up challenges to OpenAI and Anthropic, with models such as DeepSeek V4, Z.ai’s GLM 5.2 and Moonshot AI’s upcoming open-source Kimi K3 drawing attention. The Kimi K3 announcement coincided with sharp falls in U.S.-listed chip and AI infrastructure-related shares, including Nvidia and Micron. The moves have fuelled questions over whether demand for expensive AI hardware will meet expectations as efficient, open-source Chinese models gain share.