Thomas (Tom) Lee (not drummer) FundstratDirect.com
@fundstrat
CIO Fundstrat Capital @FundstratCap $GRNY $GRNJ| Research Head @fundstratdirect | @CNBC Contributor | Chairman @BitMNR $BMNR BitMine | Wikipedia:
950 Following 650.9K Followers
🚨 HUGE NEWS: 🇺🇸 Senate Majority Leader Thune confirms he still expects a vote on the CLARITY Act this week before the Senate goes on recess.
THE FINAL PUSH!! 🚀
There is precedent for this
This is going down to $25m in under 18 months… then $10m and finally $3m
Even better stat:
- every time $ETH outperforms $BTC in any month
(3 times since 2025)
- $BMNR outperforms ETH over following 2 months
(3 of 3 times since 2025)
July 2026: ETH outperformed BTC by 1,100bp
- care to guess what BMNR does in August & Sept?
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“In July, ETH outperformed the Nasdaq 100 by 2,500bp (or 25 percentage points). This is the largest outperformance since July 2025, and we believe it is reflective of the strengthening fundamentals of crypto. Last July (2025), ETH rose from $2,375 to $4,057 by the end of August,” stated Thomas “Tom” Lee, Chairman of Bitmine $BMNR @BitMNR @fundstrat
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.@fundstrat's Tom Lee sees the S&P reaching 7,800 this month.
Earnings estimates have moved up, but stocks have been largely flat since May. Now Tom sees the market as a coiled spring.
He breaks down his top names with @MarkNewtonCMT on Aug 19 at 2PM ET. Save your seat:
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This is a possibility
If the California billionaire wealth tax passes, it will be a nationwide policy for 2028.
Every Democrat on the primary stage will raise their hand to support it federally. Tech guys think they can just run to Texas now after funding the far-left for years.
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Seinfeld lives on
Last night was the annual Elaine dance contest at the Brooklyn Cyclones game
Correct
The weekly $BMNP dividends are funded natively via $ETH staking rewards
- YASSSSS!
- Weekly dividends
$ETH on sale
America needs CLARITY.
very good news
BlackRock has launched two tokenized money market funds.
The $6.2 billion BlackRock Select Treasury Based Liquidity Fund (BSTBL) now has a tokenized share class issued on @ethereum, with BNY as transfer agent and tokenization provider.
A second vehicle, BRSRV, launches alongside it, with Securitize as transfer agent and tokenization provider.
Both invest in cash, short-term US Treasuries, and overnight repo backed by Treasuries, and both intend to qualify as eligible reserve assets for permitted US payment stablecoin issuers under the GENIUS Act.
BlackRock at a glance:
→ Over $15 trillion in assets under management
→ More than $1 trillion overseen by its Cash Management business
→ Around $60 billion in stablecoin reserves already managed
The world's largest asset manager and the world's largest custodian are both building on Ethereum.
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Please don’t get ‘stock market derangement’ syndrome
Instead, please Get the premium service “first word” at @fundstratdirect 🥇 Use evidenced based research to understand markets and build a portfolio PS: Free 30-day trial FYI 🆓 😍
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@fundstrat The markets are manipulated and fake
Please Get the premium service “first word” at @fundstratdirect 🥇 Use evidenced based research to understand markets and build a portfolio PS: Free 30-day trial FYI 🆓 😍
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@fundstrat @Micro2Macr0 We love you Tom, but you keep kicking the can down the road to 2027 now! Why does it look like your next analysis will not see momentum until 2H of 27?
BlackRock has launched two tokenized money market funds.
The $6.2 billion BlackRock Select Treasury Based Liquidity Fund (BSTBL) now has a tokenized share class issued on @ethereum, with BNY as transfer agent and tokenization provider.
A second vehicle, BRSRV, launches alongside it, with Securitize as transfer agent and tokenization provider.
Both invest in cash, short-term US Treasuries, and overnight repo backed by Treasuries, and both intend to qualify as eligible reserve assets for permitted US payment stablecoin issuers under the GENIUS Act.
BlackRock at a glance:
→ Over $15 trillion in assets under management
→ More than $1 trillion overseen by its Cash Management business
→ Around $60 billion in stablecoin reserves already managed
The world's largest asset manager and the world's largest custodian are both building on Ethereum.
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@fundstrat Tom Lee = "we have a good chance to reach 7800 on S&P 500 in August"
"I think 2027 could be one of the best years for the stock market," says Tom Lee of @Fundstrat.
Whenever $ETH outperforms $QQQ sizably in a month
- $BMNR outperforms $ETH over the following 2 months
👀👀
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“Since Bitmine pivoted to an Ethereum Treasury strategy on June 30 of last year, sizable outperformance of ethereum:native vs $QQQ (monthly) has typically been followed by Bitmine’s shares outperforming ETH over the following month. Hence, Bitmine repurchased 4.5 million shares of common stock in the past week, as Bitmine’s management team continues to view Bitmine shares as attractively valued,” continued Lee @BitMNR @fundstrat .
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“Since Bitmine pivoted to an Ethereum Treasury strategy on June 30 of last year, sizable outperformance of ethereum:native vs $QQQ (monthly) has typically been followed by Bitmine’s shares outperforming ETH over the following month. Hence, Bitmine repurchased 4.5 million shares of common stock in the past week, as Bitmine’s management team continues to view Bitmine shares as attractively valued,” continued Lee @BitMNR @fundstrat .
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This is absolutely a tipping point
It’s also reflective of the financial system fully making a move onto the Internet
We will look back at this time in 2026 as one of the biggest turning points in the history of our industry
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CLARITY Act passage before August still possible
🚨🗞️NEW: President Trump Weighs Bipartisan Ethics Proposal as Clarity Hangs in the Balance
This weekend will be a high-stakes waiting game for Clarity Act supporters as the White House considers an ethics counteroffer involving state attorneys general.
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JUST NOW: The White House now officially has a bipartisan ethics counteroffer on the CLARITY Act...and Trump's answer may decide the bill.
Tillis & Gallego want state AGs able to sue DOJ over ethics enforcement failures.
Cloture vote is possible next week if this clears.
Senators leave town Thursday!
Via @EleanorTerrett
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