CIO Fundstrat Capital @FundstratCap $GRNY $GRNJ| Research @fundstratdirect | @CNBC FT contr. | Chairman Bitmine @BitMNR $BMNR $BMNP | Wikipedia: https://xitter.twitterapi.xyz/t.co/8QsXKpzGT7
New York, NY
Joined July 2014
- Tweets1.6K
- Following976
- Followers673K
- Likes67.3K
FinX
Tune into @CNBCClosingBell at 3:05ET today with @TheJudgeCNBC
- markets strong after midterm elections
- tune into to hear 👂 why ‘Blue tsunami’ may be a good thing
@FundstratDirect
@FundstratCap
@BitMNR
$BMNR $BMNP
The news cycle isn't slowing down, neither is @Fundstrat's Tom Lee. He is going back on @CNBCClosingBell (second time today) at 3:05 p.m. ET to explain why stocks are ripping after the elections.
TUNE IN 🦅
@TheJudgeCNBC
Thomas (Tom) Lee (not drummer) FundstratDirect.com retweeted
Ethereum gets stronger when its people ask hard questions.
Glamsterdam, the next upgrade, can increase Ethereum’s capacity by over 3x, but developers have raised important concerns about some of the proposed changes.
We’ve spent the past week working with the EF, auditors, core developers and community members to investigate them.
Here’s where we believe things stand, and how we can move forward together.
ethlabs.org/writings/trackin…
Agree with @AndreasSteno
Transportation services remains the big culprit here (energy driven, but a part of core inflation), and then the drop in energy prices was backloaded in October.
Not much to see here to be honest. Still energy driven imho, and we know that the tide has turned markedly into November. Better times ahead on inflation now.
To me, the languishing of $ETH price, while disappointing
is arguably more a reflection of the impatience of markets
- in 2026
- steady and visible progress is made on the tokenization supercycle
- vast majority on Ethereum $ETH
- founder of ethereum @VitalikButerin affirms $ETH is a store of value
- crypto bull market just started
- AI narrative is not consuming all incremental capital
Adds up to a bullish outlook for crypto next 24-36 months
Pls buckle up 🆙
Thomas (Tom) Lee (not drummer) FundstratDirect.com retweeted
“I think that this is more proof that last week was the low.” said Tom Lee on @CNBCClosingBell
See the whole picture – then get the full scoop on what’s next for 2027. @fundstrat lays it out in his Outlook webinar on Nov 30. Register here:research.fundstratdirect.com…
Please tune in!
Live from @NYSE
Tune into @CNBCClosingBell at 3pm ET with @TheJudgeCNBC
- tech rallying on several bad headlines
- I will be on discussing these with ‘the judge’
Please tune in
Tune into @CNBCClosingBell at 3pm ET with @TheJudgeCNBC
- tech rallying on several bad headlines
- I will be on discussing these with ‘the judge’
Please tune in
AI stocks sold off after the midterms. Now what?
@Fundstrat’s Tom Lee breaks it down on🔔@CNBCClosingBell today at 3PM ET
Thomas (Tom) Lee (not drummer) FundstratDirect.com retweeted
AI stocks sold off after the midterms. Now what?
@Fundstrat’s Tom Lee breaks it down on🔔@CNBCClosingBell today at 3PM ET
4/
"Over the past week, we acquired 9,587 ETH. Bitmine's track record of consistent buying of crypto is unmatched by any public company in the world. Bitmine has bought ETH each and every week since the inception of the ETH Treasury Strategy on June 30, 2025," stated Lee.
Weekly ETH buys (by week ending):
-11/9/26: 9,587 ETH coins
-11/2/26: 8,573 ETH
-10/26/26: 10,452 ETH
-10/19/26: 12,535 ETH
-10/12/26: 12,532 ETH
-10/5/26: 15,112 ETH
-9/28/26: 17,362 ETH
-9/21/26: 27,562 ETH
-9/14/26: 27,180 ETH
-9/7/26: 28,086 ETH
-8/31/26: 53,501 ETH
-8/24/26: 32,447 ETH
-8/17/26: 9,926 ETH
-8/10/26: 7,391 ETH
-8/3/26: 10,399 ETH
-7/27/26: 9,946 ETH
-7/20/26: 7,430 ETH
-7/13/26: 27,801 ETH
-7/6/26: 42,197 ETH
-6/29/26: 27,084 ETH
-6/22/26: 52,203 ETH
-6/15/26: 76,881 ETH
-6/8/26: 126,971 ETH
-6/1/26: 26,947 ETH
-5/26/26: 111,942 ETH
-5/18/26: 71,672 ETH
-5/11/26: 26,659 ETH
-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
ETH is a store of value
Glad @VitalikButerin formalized this
🧵
1/
BitMine provided its latest holdings update for November 9, 2026
$14.3 billion in total crypto + "moonshots":
- 6,070,092 ETH at $2,234 per ETH (per @coinbase)
- 216 Bitcoin (BTC)
- $180 million stake in Beast Industries @MrBeast
- $75 million stake in Eightco Holdings (NASDAQ:$ORBS) (“moonshots”) and
- total cash and marketable securities of $475 million.
Ticker:
$BMNR common equity
$BMNP 9.5% perpetual preferred, dividends paid weekly
Chairman: Tom Lee @fundstrat
Link ⛓️
prnewswire.com/news-releases…
Thomas (Tom) Lee (not drummer) FundstratDirect.com retweeted
ETH is playing the biggest game, which is the SoV game.
Read this.
Expanding on why I believe "ETH as store of value (SoV)" makes much more sense to focus on than "ETH as fee-burning token".
Three primary reasons:
1. ETH as fee-burning token never was as strong as it seemed
2. Optimizing for ETH as fee-burning token would demand Ethereum and ETH function in ways that are very hard to make compatible with decentralization and capture resistance.
3. Meanwhile, optimizing for ETH as SoV is aligned with Ethereum focusing on its unique strengths (decentralization and CROPS)
EIP-1559 (including its burn) is fine and good, we should keep them. But we should not feel sad if fee burn is < 10% of breakeven indefinitely; the value of ETH comes from elsewhere.
The core idea: the big thing that people appreciate about Ethereum is decentralization and CROPS. The main pragmatic benefit that these things translate into is stability. SoV is the category where that is not an unneeded extra we merely put effort into for ideological reasons, but rather a pragmatic strength from the perspective of people putting in their assets. And in the era of AI disruption, stability will be highly valued.
Thomas (Tom) Lee (not drummer) FundstratDirect.com retweeted
Expanding on why I believe "ETH as store of value (SoV)" makes much more sense to focus on than "ETH as fee-burning token".
Three primary reasons:
1. ETH as fee-burning token never was as strong as it seemed
2. Optimizing for ETH as fee-burning token would demand Ethereum and ETH function in ways that are very hard to make compatible with decentralization and capture resistance.
3. Meanwhile, optimizing for ETH as SoV is aligned with Ethereum focusing on its unique strengths (decentralization and CROPS)
EIP-1559 (including its burn) is fine and good, we should keep them. But we should not feel sad if fee burn is < 10% of breakeven indefinitely; the value of ETH comes from elsewhere.
The core idea: the big thing that people appreciate about Ethereum is decentralization and CROPS. The main pragmatic benefit that these things translate into is stability. SoV is the category where that is not an unneeded extra we merely put effort into for ideological reasons, but rather a pragmatic strength from the perspective of people putting in their assets. And in the era of AI disruption, stability will be highly valued.
Ethereum ethereum:native
There is no substitute
Among all smart contract platforms, Ethereum $ETH is #1 in stablecoins, tokenized assets, applications, developers, and investment products.
The financial system is being redesigned. Ethereum is leading it.
Read more on The Stack by @LowBeta: grayscale.com/the-stack/ethe…
US Tech/AI are among the best managed and most capable biz
- blue tsunami 🧢🌊 is another macro shock
More importantly, AI/Technology companies have proven their resilience and ingenuity in dealing with multiple macro and policy shocks:
➡️ COVID-19
➡️ Fastest Fed hikes ever (2022)
➡️ Tariff Liberation Day (2025)
➡️ US-Iran War (2026)
➡️ Blue Tsunami 🧢🌊
And every time, AI/Tech cos found a way to grow and prosper
The Japanese word for crisis, Ke-Ke, is made up of two words: danger and opportunity.
@fundstrat’s Tom Lee said yesterday in his Macro Minute that investors tend to focus on the “danger” in a crisis and then later chase the “opportunity.” He outlined why they should avoid that strategy this time around, even though tech stocks have been dropping sharply.
Watch his reasoning in yesterday’s Macro Minute:fundstratdirect.com/macro-st…
More importantly, AI/Technology companies have proven their resilience and ingenuity in dealing with multiple macro and policy shocks:
➡️ COVID-19
➡️ Fastest Fed hikes ever (2022)
➡️ Tariff Liberation Day (2025)
➡️ US-Iran War (2026)
➡️ Blue Tsunami 🧢🌊
And every time, AI/Tech cos found a way to grow and prosper
Thomas (Tom) Lee (not drummer) FundstratDirect.com retweeted
Vitalik：“我终于下定决心了，ETH 是价值存储，ETH 是货币。”
难得看到这样的@VitalikButerin
终于亲自关心ETH的价值了。
