Tom Lee from BitMine was on CNBC discussing the recent surge in precious metals. He thinks gold and silver are acting as a genuine asset class again due to geopolitical uncertainty and a weaker dollar. He noted that this macro setup is actually good for equities too since it implies dovish central bank policies. He recommends looking at energy, basic materials, industrials, small-caps, and the Mag-7. He is also bullish on financials, suggesting banks could eventually trade more like tech stocks thanks to AI and blockchain productivity. Regarding crypto, he admits it is lagging metals right now because of the deleveraging event last October. However, he pointed out that historically crypto rallies once metals stabilize. Bitcoin is currently testing the $90k level. Crypto-related stocks like MSTR, COIN, and miners are trading slightly up in the pre-market.