Tom Lee: crypto could explode within a year thanks to AI.

He compared the current crypto setup to memory and semiconductor stocks, which were also ignored before their sharp rally.

According to Lee, the crypto market is now going through a stage of underestimation.

He calls 2026 a pullback year, but says the fundamental changes in the industry are still happening.

At the same time, BitMine’s unrealized loss on $ETH has now exceeded $10B.

So the market looks painful right now, but Lee’s point is simple: the real upside may come after this reset, not during it.$ETH