At Consensus Hong Kong 2026, Tom Lee from Fundstrat delivered a clear message: stop obsessing over the perfect bottom. According to him, what we’re seeing now isn’t a collapse — it’s a “Mini Winter.” In other words, a reset phase that long-term investors should treat as positioning time, not panic time.
One bold takeaway? The $1,800 zone on Ethereum. Lee suggested that if $ETH dips slightly below that level, it could mark a “perfected bottom.” Not a disaster — a structural base. Markets often flush once more before reversing. If that scenario plays out, it’s volatility… not invalidation.
He also touched on the macro rotation trade. Gold, in his view, may have already peaked for 2026. If capital starts rotating out of metals, it historically seeks higher beta opportunities — and that’s where Bitcoin comes into focus. $BTC tends to outperform when liquidity pivots back toward growth assets.
The bigger lesson? Timing traps traders. Waiting for the exact lowest tick often results in missing the move entirely. Institutions don’t wait for perfection — they scale in around strong support zones while sentiment is weak.
My approach mirrors that logic: layering entries near major demand levels instead of gambling on a single price. Corrections build foundations.
So what’s your stance — buying this dip or waiting for deeper pain?
Drop “BULL” if you’re positioning.
