CLARITY Act News: Tom Lee Predicts Huge Q4 For Bitcoin And Ethereum Prices if Bill Passes

Fundstrat’s Tom Lee said Bitcoin and Ethereum are positioned for a major fourth quarter if the CLARITY Act passes this year, calling it one of four catalysts he expects to drive crypto higher into year-end.

Lee’s Four Catalysts for a Crypto Comeback

Speaking in a CNBC interview, Lee laid out a multi-part case for strength in digital assets. First, he pointed to crypto’s performance relative to other asset classes, explaining it has been the best-performing macro asset in the third quarter so far, a track record he expects to draw fresh institutional allocation in September and the fourth quarter.

Second, Lee said the crypto market’s traditional four-year cycle is set to end next month, which he expects to bring back investors who had stepped away from the space. He specifically cited South Korean investors, historically a major force in crypto trading, who rotated into AI stocks earlier this year but are now showing renewed trading volume in crypto markets.

Third, Lee opened up about strengthening fundamentals building throughout the year, including strong momentum in tokenization and what he described as a breakout product launch from Robinhood, alongside broader tailwinds from generative AI adoption benefiting the sector.