Fundstrat founder Tom Lee: Slowing down the pace of crypto asset purchases, won’t rush to a 5% allocation Tom Lee showcased the Alchemy of 5% allocation chart on the main stage at Consensus 2026 Miami. From 0.1% in June 2025, 1% in August, 2% in September, 3% in November, and breaking through 4% in April 2026. However, he mentioned that the buying pace might slow down next, as there are other things worth focusing on in the crypto space right now.