Why strategist Tom Lee believes the AI and crypto selloffs are almost over

MarketWatch

by Barbara Kollmeyer

February 26, 2026

AI-Generated Deep Dive Summary

Tom Lee, a strategist at Fundstrat, has indicated that the recent sell-off in both AI and crypto assets may be nearing its end. According to Lee, the market downturn has reached its peak, suggesting that further declines are unlikely. This sentiment could signal a potential rebound for investors in these sectors. Lee’s analysis highlights that the tech and crypto markets have experienced significant volatility due to factors like regulatory concerns, economic uncertainties, and investor fatigue. However, he points out that such sell-offs often reach an endpoint when assets become oversold and institutional interest begins to stabilize. Lee’s perspective aligns with broader market dynamics, where corrections tend to find a bottom after prolonged declines. The strategist also emphasizes the importance of staying informed about market trends and considering long-term opportunities despite short-term fluctuations. For investors, this could mean reassessing portfolios to include high-quality tech and crypto assets that have been undervalued during the sell-off. Lee’s insights provide context for why now might be a strategic time to evaluate investments in these sectors. This matters because the tech and crypto markets are integral to modern finance, driving innovation and economic growth. Investors interested in these areas need reliable perspectives to navigate market uncertainty. Lee’s expertise offers a potential roadmap for understanding when and how these markets may recover, making his insights valuable for both short-term traders and long-term investors.

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Originally published on MarketWatch on 2/26/2026