ETH and BTC Breach Stock Performance, Tom Lee Reveals the Secret Behind Crypto’s War-Time Surge!

Jakarta, Pintu News – Global uncertainty due to the latest war has shaken the world’s financial markets. However, amidst the turmoil, two major cryptocurrencies, Ethereum (ETH) and Bitcoin (BTC), have performed remarkably. Tom Lee, a renowned financial analyst, highlights how these two digital assets have managed to outperform the stock market and take center stage amidst a stressful macro environment.

This article takes a closer look at Tom Lee’s analysis, the impact of the war on the economy, and why Ethereum (ETH) and Bitcoin (BTC) are now the favorites among investors.

War and Economic Stimulus: Tom Lee’s Analysis

Tom Lee views the current war situation as a macro event that brings out two major opposing forces. On the one hand, surging energy prices are squeezing people’s purchasing power and increasing the risk of looming inflation. However, on the other hand, Lee considers that government spending on war needs is actually a huge economic stimulus and is able to sustain growth.

According to Lee, the growth impetus from war spending is far greater than the negative impact of rising gasoline prices. Lee estimates that US war spending reaches $30 billion per month and has the potential to rise to $100 billion per month. Meanwhile, each $10 increase in gasoline prices only puts about $4 billion to $5 billion per month of pressure on consumers.

With this comparison, Lee emphasized that the stimulus from the current war spending still outweighs the negative effects of the oil price spike. He also added that if the conflict is short-lived and oil prices are not expected to spike until the end of the year, then this situation is more accurately referred to as an inflationary shock rather than a long-term inflationary event.

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Gasoline Prices and Inflation Risks Remain Looming

Rising gasoline prices in the United States are one of the key indicators supporting Tom Lee’s argument regarding inflation risks. Recent data shows the average price of gasoline in the US jumped to $4.02 per gallon after the outbreak of the Iran war, marking an increase of about 35% to 36% since the conflict began.

This increase is the highest since 2022 and puts significant pressure on household spending and market inflation expectations. However, Lee thinks that the current condition is not enough to push the Federal Reserve to cut interest rates in the near future. He mentioned that the market expectation of not expecting a rate cut in the near future is the right move.

According to Lee, an overly loose monetary policy could actually exacerbate ongoing inflationary pressures. Therefore, the main focus of investors right now is on the balance between inflation risks and potential labor market weakness.

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ETH and BTC outperform stocks amid turmoil

In his analysis, Tom Lee asserts that energy stocks have been the best performing assets since the war began, followed by Ethereum (ETH) in second place and Bitcoin (BTC) in third. Both cryptocurrencies managed to post absolute gains that outperformed the overall stock market performance.

This signals a change in the macro narrative towards Ethereum (ETH), which is now not only seen as a tech-style risk asset, but also as an asset that can withstand global uncertainty. Bitcoin (BTC) is also showing a stronger position in Lee’s analytical framework, signaling that the two major cryptocurrencies are increasingly attracting investors’ attention as alternatives to highly volatile macro conditions.

The positive performance of Ethereum (ETH) and Bitcoin (BTC) signals that digital assets are starting to be recognized as effective hedging instruments, especially when stock markets are under pressure due to external factors such as war and inflation. As such, Ethereum (ETH) and Bitcoin (BTC) are now at the forefront as the assets of choice in an era of economic uncertainty.

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*Disclaimer

This content aims to enrich readers’ information. Pintu collects this information from various relevant sources and is not influenced by outside parties. Note that an asset’s past performance does not determine its projected future performance. Crypto trading activities are subject to high risk and volatility, always do your own research and use cold hard cash before investing. All activities of buying and selling Bitcoin and other crypto asset investments are the responsibility of the reader.

Reference

• CoinEdition. Tom Lee Says Ethereum and Bitcoin Are Beating Equities. Accessed on April 9, 2026
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