Fundstrat co-founder and BitMine president Tom Lee has made bold predictions for Bitcoin and Ethereum, forecasting a major price surge in the coming months tied to Federal Reserve policy changes. In a CNBC interview, Lee stated that BTC and ETH could see a "monster move" within the next three months if the Fed proceeds with expected interest rate cuts.
The Federal Reserve is meeting on September 16-17, 2025, with markets pricing in a 94% probability of a 25 basis point cut that would lower the federal funds rate to 4.00%-4.25%. There's also a 4% chance of a more aggressive 50 basis point reduction. Lee compared the current situation to historical periods in September 1998 and September 2024 when the Fed shifted from a "prolonged pause" to cutting rates, noting that such policy shifts typically boost liquidity-sensitive assets.
"If the Fed cuts interest rates, Bitcoin and Ethereum could be the biggest beneficiaries. At this point, I think BTC and ETH could make a huge move in the next three months," Lee told CNBC. He specifically highlighted that Bitcoin is particularly sensitive to monetary policy and liquidity, while Ethereum functions as a "growth protocol" that benefits from increased market liquidity.
Current market data shows Bitcoin trading around $115,800 (up 3.4% weekly) and Ethereum near $4,528 (up 5% weekly), with both cryptocurrencies already showing strength ahead of the anticipated policy decision. Lee's prediction places crypto alongside tech stocks (NASDAQ 100), small caps, and financials as the primary beneficiaries of Fed easing.