Header logo
  1. Research
  2. Videos
  3. Crypto Videos

RealVision Interview: The New Hyper Growth Sector: Crypto

Nov 2, 2020
Author
Tom Lee
Tom Lee AC
Thomas Lee, managing partner & co-founder of FSinsight, a unit of Fundstrat, joins Ash Bennington, Real Vision senior editor, to discuss the correlation between crypto and traditional markets, Bitcoin’s outperformance of all sectors, and the blurring of lines between banking and technology. Lee describes how he views the crypto asset world overall and how his background in hyper growth sectors, like mobile, has shaped his approach to understanding crypto as an asset class. Filmed on October 21, 2020. Key Learnings: Lee shares valuable insights and charts for crypto, comparing and contrasting its performance to traditional assets over the past several years. This provides an extremely clear understanding of just how much crypto has outperformed other assets. He explains how it has been received by institutional investors and their view of the asset class. As a veteran technology analyst, Lee breaks down crypto to its fundamental components as technology and shares useful analogies to help understand it and how it compares to previous hyper growth industries.

Reports you may have missed

Uncertainty Still Looming

In today's video, we rehash some of the near-term uncertainties plaguing risk assets and why we think markets will find their footing in May. https://vimeo. com/936467903/57b7ce9a43? share=copy

Fiscal Dominance, Flows from China, Plus Some Thoughts on Global Conflict (Core Strategy Rebalance)

In today's video, we'll discuss the nature of the recent weekend's drawdown and the opportunities it may create. We believe it's prudent to remain cautious in the short term and favor an overweight position in BTC and BTC-related assets. We anticipate that the month-end QRA and FOMC meeting could provide some relief for risk assets. https://vimeo. com/935641487/dc815cb18a? share=copy

Fiscal Dominance, Flows from China, Plus Some Thoughts on Global Conflict (Core Strategy Rebalance)

In today's video, we discuss the monetary and fiscal levers affecting markets, potential impacts of spot ETFs in Hong Kong, and the rising tensions in the mid-east. https://vimeo. com/933910067/27b33561e7? share=copy

Opportune Time for Bitcoin Miners

In today's video, we discuss why now is a good time to consider adding miners, and a couple of ETH catalysts to look for on the horizon. https://vimeo. com/932672699/3d3fd22e1f? share=copy

Get invaluable analysis of the market and stocks. Cancel at any time. Start Free Trial

Articles Read 1/1

🎁 Unlock 1 extra article by joining our Community!

You are reading the last free article for this month.

Already have an account? Sign In