Thomas (Tom) Lee (not drummer) FundstratDirect.com

@fundstrat

CIO Fundstrat Capital @FundstratCap $GRNY $GRNJ| Research Head @fundstratdirect | @CNBC Contributor | Chairman @BitMNR $BMNR BitMine | Wikipedia: bit.ly/3JkWhtw

New York, NY

fundstratdirect.com/tlee-services/

Joined July 2014

Pinned
Thomas (Tom) Lee (not drummer) FundstratDirect.com
@fundstrat
Aug 3
S&P 500 $SPY rangebound since May, while: - S&P 500 2027 EPS ⬆️ $15 per share - AI capex visibility stronger - massive deleveraging Korea $EWY and US tech $QQQ - no Fed meeting until Sept - Inflation cooling faster than consensus views Stocks are set up for a good August
State Street SPDR S&P 500 ETF
SPY
$775.15
-0.15%
Squawk Box
@SquawkCNBC
Aug 3
"I think 2027 could be one of the best years for the stock market," says Tom Lee of @fundstrat. cnb.cx/4yYPf5W
00:00
Thomas (Tom) Lee (not drummer) FundstratDirect.com
@fundstrat
1h
Would be good to see
CRG
@MacroCRG
5h
$ETH is very close to a legitimate break out it's only 3.5% away from breaking above its daily cloud for first time since 9th October 2025
Thomas (Tom) Lee (not drummer) FundstratDirect.com
@fundstrat
1h
The tailwind for $ETH in the next few years is larger than those prior cycles of ICOs, NFTs - expect this ratio $ETH/ $BTC to make a sizable move higher
Bitmine (NYSE-BMNR) $ETH $BMNP
@BitMNR
2h
Replying to @BitMNR
3/ "This $ETH/ $BTC ratio has moved up during crypto bull cycles, driven by increasing use of Ethereum relative to bitcoin. These prior cycles were fueled by - ICOs (2017-2018), - NFTs (2020-2021), and - stablecoins (2025). In this upcoming crypto cycle, we
Thomas (Tom) Lee (not drummer) FundstratDirect.com
@fundstrat
1h
This is an important ratio to watch 👀 $ETH/ $BTC ratio A break to upside would be a tailwind for crypto
Bitmine (NYSE-BMNR) $ETH $BMNP
@BitMNR
2h
Replying to @BitMNR
2/ "We are encouraged to see the $ETH/ $BTC ratio at 0.02994 and rising. This ratio has moved above the long-term downtrend in place over the last few years and is a sign, in our view, that markets are beginning to see materialization of tokenization and agentic-AI
Thomas (Tom) Lee (not drummer) FundstratDirect.com
@fundstrat
1h
Congrats @BitMNR team $BMNR $BMNP preferred dividends paid weekly
Bitmine (NYSE-BMNR) $ETH $BMNP
@BitMNR
2h
🧵 1/ BitMine provided its latest holdings update for August 17, 2026 $11.4 billion in total crypto + "moonshots": - 5,815,164 ETH at $1,893 per $ETH (per @coinbase) - 209 Bitcoin (BTC) - $180 million stake in Beast Industries @MrBeast - $73 million stake in Eightco