Tom Lee says crypto faces heavy selling pressure despite strong fundamentals. AI and semiconductor stock drops may trigger margin calls, especially for Asian retail investors. Anthropic's IPO may push investors to sell stocks and crypto for funds. US scrutiny of chip sales to Asia and China adds worry. He still sees crypto's long-term role in settlement and capital markets, calling ETH the future of finance.
深潮 TechFlow 消息，11 月 15 日，据 Fundstrat Capital 首席投资官 Tom Lee 表示，尽管加密行业基本面总体向好，近期价格仍面临较大抛售压力。他认为，AI 和半导体股票下跌可能引发保证金追缴，尤其影响亚洲散户。
Lee 还认为，即将到来的 Anthropic IPO 可能促使投资者出售股票和加密资产以筹集认购资金，芯片对亚洲及中国销售受到美国审查也可能加重市场担忧。他仍看好加密资产在交易结算和资本市场中的长期作用，并称 ETH 是金融的未来。