Macro· ★★★· bullish·

Tom Lee: Fed Chair Warsh does not see AI growth as inflationary

  • —Warsh: a one-time price change is not necessarily inflationary
  • —CPI stood at 3.7% year-over-year in September 2026
  • —The Fed held rates steady in late October 2026
  • —Warsh became Fed chair in May 2026 after Trump's nomination
Why it matters: Warsh's stance lowers the odds of rate hikes tied to AI spending, a supportive backdrop for risk assets including bitcoin.
Source: Crypto Briefing