Tokenization and AI agentic finance are the main narratives driving the next bull cycle in crypto, Lee said at Consensus 2026. Fundstrat's Tom Lee said the crypto winter is over if bitcoin posts a third consecutive monthly gain in May, closing above $76,000. Stablecoins and tokenized assets are becoming the core infrastructure for AI-driven finance, Lee said. Crypto-native financial firms could overtake legacy banks within the next decade, he said. The crypto bear market is likely over, ar…
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