The Crypto Tape – Cutting Through the Noise with Tom Lee

Fundstrat’s Tom Lee joins Frank Chaparro to dissect why crypto markets feel darker than fundamentals suggest, even as stablecoins, RWAs, and institutional adoption continue growing.Tom and Frank discuss:Federal Reserve policy uncertainty and its impact on cryptoWhy most DATs will fail and what that means for the asset classEthereum's Layer-2 strategy and value accrualStatic vs. dynamic thinking in crypto tokenomicsWhy experts from the last cycle often miss the next oneThis conversation is about separating noise from signal, understanding what's actually moving markets, and recognizing when fear is overwhelming fundamentals.