Well-known investment firm Fundstrat's co-founder Tom Lee recently shared his outlook for the 2026 market. He believes that the Federal Reserve will adopt a more dovish policy stance next year, and this shift could become a key market driver.

In his view, once the Fed's policy eases, the market will see a regain of confidence. Corporate investment willingness will rebound accordingly, and economic activity will accelerate again. He specifically predicts that the ISM Manufacturing Index is likely to break through the 50 mark, signaling expansion.

For the crypto market, such macro expectations are very important. The Fed's dovish turn usually means liquidity easing, which has historically been a catalyst for risk asset rallies. If corporate confidence can truly be rebuilt, the overall market sentiment will experience a significant recovery.