Thomas (Tom) Lee (not drummer) FundstratDirect.com
@fundstrat
CIO Fundstrat Capital @FundstratCap $GRNY $GRNJ| Research Head @fundstratdirect | @CNBC Contributor | Chairman @BitMNR $BMNR BitMine | Wikipedia:
916 Following 604.1K Followers
Honestly, fuck almonds
👀👀
$BTC $ETH
Crypto spring is here
The last two times cobie tweeted this, Bitcoin did 2x.
Do you think it’s different this time?
After 5 long years of consolidation for $ETH the Clarity Act is the final wall to burst through before Ethereum fully embraces its role as the future of finance.
This will be the $NVDA AI moment for $ETH where it surged 20x in less than 4 years.
$275 Billion to $5.5 Trillion market cap.
The same starting point and it brings $ETH to $46,000 by 2030.
Nvidia in 2022 = Ethereum today
Mass global adoption ahead.
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Agree 💯💯
crypto winter ❄️ over
Enter… crypto spring
$BMNR @BitMNR
Clarity act enables the entire financial system to move forward and use blockchain to create new financial products and innovate financial infrastructure
Great news for $ETH which is the settlement layer of the future financial system
$BMNR
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The crypto market structure bill has PASSED the Senate Banking Committee with a bi-partisan vote!
Historic day for crypto and for the future of digital assets in America. Grateful for the countless hours from lawmakers and staff to strengthen this legislation. Big improvement from where we were in January on rewards, tokenization, DeFi, and CFTC authority. I'm proud we stood up for our customers in that moment, and the bill is better because of it.
Looking forward to a bipartisan law that cements the US as the world's crypto capital. Let's get CLARITY done.
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Given the recent controversy of “unauthorized” secondary shares of private cos
- $ORBS has sanctioned and authorized holdings in @OpenAI and @MrBeast
And is one of the largest holders of $WLD @worldnetwork
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"AI and the infrastructure supporting the buildout of AI remains arguably the largest driver of global economic growth for the next few years. And the companies with direct exposure to this trend are the best positioned to benefit from this decade-long megatrend."
— Tom Lee @fundstrat, $ORBS Independent Board
$ORBS holds $90M @OpenAI + 283M $WLD + $18M Beast Industries.
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Worth keeping an eye 👁️ on this
👇
OMG, this is the most pivotal moment in trucking history since Deregulation.
It could be an extinction event for 30-50% of all freight brokers.
Matt Lefler and I will be on the air at 11AM ET to discuss. Live, streaming on X.
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Worth keeping
OMG, this is the most pivotal moment in trucking history since Deregulation.
It could be an extinction event for 30-50% of all freight brokers.
Matt Lefler and I will be on the air at 11AM ET to discuss. Live, streaming on X.
Show more
Good news
Very good news
BREAKING: U.S. SENATE BANKING COMMITTEE PASSES THE CLARITY ACT IN 15-9 VOTE - BILL NOW GOES TO THE FULL SENATE
He sold his Bugatti to build a Church (and a university, and a small town.)
Tom Monaghan founded Domino’s Pizza and became a billionaire. He bought yachts, private jets, and the Detroit Tigers.
Then he read C.S. Lewis and had a massive reversion to his Catholic faith. He took a "millionaire's vow of poverty," sold the Tigers, sold his fleet of classic cars (including a $8M Bugatti), and gave away his fortune.
He used the money to build a Catholic university (Ave Maria) and a massive Church in Florida.
He proved that you can serve God or Money, but not both. But he also proved money is not evil, and as any tool can be used for good in the right hands.
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Put this in my veins. Big @jack fan.
Fidelity International just launched FILQ — a tokenized money market fund issued as an ERC-20 on Ethereum.
It's an onchain version of their ~$7B institutional liquidity fund: same strategy, a Moody's AAA-mf rating, but with 24/7 subscription and redemption.
The biggest asset managers in the world are tokenizing cash, and settling it on Ethereum.
As BlackRock CEO Larry Fink put it, "We're not spending enough time talking about how quickly we're going to tokenize every financial asset."
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1/ Fidelity International is launching a tokenized money market fund — FILQ — on the biggest, most institutional public blockchain:
Ethereum.
I’m fully ported in @BitMNR in Melbourne eating lobsters
$ETH $BMNR
E T H E R E U M
S U P E R C Y C L E
Very good news 📰 if true
👇
BREAKING: THE #BITCOIN# AND CRYPTO CLARITY ACT OFFICIALLY SECURES 13 VOTES NEEDED TO PASS COMMITTEE –– POLITICO
SENATOR KENNEDY CONFIRMS YES VOTE
DEMOCRATS CANNOT BLOCK THE BILL
CLARITY IN AMERICA IS HAPPENING 🚀
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TOM LEE @fundstrat The parabolic move in Semis and Memory highlight the strong risk/reward in MAG7 and Software $AMD $MNST $TSLA $NVDA $KLAC
Fundstrat Granny Shots ETFs $GRNY $GRNJ $GRNI Weekly Update Video - May 11, 2026
Watch the full video 🔗:
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$ETH is the settlement layer of the future
BREAKING:
Europe is considering Ethereum as the settlement layer for a Euro stablecoin.
Not a pilot. Not a sandbox test.
Real financial infrastructure.
For sovereign money.
The ECB's Christine Lagarde said Bitcoin would never enter European reserves.
Now Europe is evaluating Ethereum to settle the Euro itself.
Public blockchains are moving from crypto markets.
To institutions.
To governments.
To sovereign settlement layers.
This is not about hype anymore.
This is about who controls the financial rails of the future.
And Ethereum just entered that conversation.
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Looking forward to being lunch speaker at the Sohn foundation conference event at Jazz at Lincoln Center at lunch time today
@BarrySilbert @fintechfrank
@BitMNR $BMNR
$ETH supply has been “disinflationary” in the past year
- disinflation amplified by ETH DATs acquiring and staking ETH
@BitMNR $BMNR
3/
"Since the start of 2026, Bitmine has acquired over 1 million ETH and has accumulated over 4.3% of the ETH supply. We intend to hold and stake our ETH holdings, which means our ETH holdings are essentially reducing available supply of ETH and removed 4.3% of ETH supply since June 30th, 2025. In other words, ETH supply has been disinflationary since June 2025." stated Lee.
"We have decided to slow down our pace of weekly accumulation from >100,000 per week as we originally targeted reaching the 'alchemy of 5%' target in late 2026. Our previous pace of >100k weekly buys would have us reach 5% by mid-July." stated Lee.
Weekly ETH buys (by week ending):
-5/10/26: 26,659 ETH coins
-5/3/26: 101,745 ETH
-4/26/26: 101,901 ETH
-4/19/26: 101,627 ETH
-4/12/26: 71,524 ETH
-4/5/26: 71,252 ETH
-3/29/26: 71,179 ETH
-3/22/26: 65,341 ETH
-3/15/26: 60,999 ETH
-3/8/26: 60,976 ETH
-3/1/26: 50,928 ETH
-2/23/26: 51,162 ETH
-2/17/26: 45,759 ETH
-2/9/26: 40,613 ETH
-2/1/26: 41,788 ETH
-1/26/26: 40,302 ETH
-1/20/26: 35,628 ETH
-1/12/26: 24,266 ETH
-1/5/26: 32,977 ETH
-12/29/25: 44,463 ETH
-12/22/25: 98,852 ETH
-12/15/25: 102,259 ETH
-12/8/25: 138,452 ETH
-12/1/25: 96,798 ETH
-11/24/25: 69,822 ETH
-11/17/25: 54,156 ETH
-11/10/25: 110,288 ETH
-11/3/25: 82,353 ETH
-10/27/25: 77,055 ETH
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