Just caught something interesting from Tom Lee's latest take on the market. He's suggesting that we might actually be looking at a bottom here, even though most people are still pretty skeptical about it. The thing is, a lot of traders are sitting on the sidelines waiting for more confirmation, which is honestly a common pattern at market turning points.

What caught my attention was his point about assets that performed well during the US-Iran tensions. He's highlighting Ethereum and Bitcoin as key plays, alongside some other assets that showed resilience during geopolitical stress. The underlying thesis is pretty solid too—crypto has increasingly become a legitimate store of value when traditional markets get shaky due to conflict or uncertainty.

So if you're one of those skeptics still waiting for the perfect entry point, Tom Lee's framework suggests looking at assets that have already proven their mettle during volatile geopolitical periods. Ethereum and Bitcoin obviously have the track record, but it's worth digging into what else held up during those tension spikes.

The broader narrative here is interesting: crypto's role as a hedge is becoming harder to ignore. Whether you're fully convinced the bottom is in or not, the pattern Tom Lee is pointing out—that conflict-resistant assets tend to outperform—is worth tracking. Could be a useful lens for thinking about what to accumulate if we really are at an inflection point.