RT Gareth Jenkinson (@gazza_jenks)It's fascinating that some of the biggest Bitcoin advocates changed their investment thesis this cycle.Bitcoin bulls like @fundstrat @CryptoHayes and @Matt_Hougan are active proponents for Ethereum, Solana, Zcash and other tokens/protocols.The WHY is fascinating. 👀👇@rkbaggs and I caught up with @BitwiseInvest's Hougan this week.He broke down why:🥇 Bitcoin will outperform Gold and hit $25-$50T mcap💸 Ethereum & Solana will power stablecoin and tokenizationCatch the full conve ...

It is incredible to see @fundstrat and @DivesTech finding so much success with their respective ETF launches.Both of them have earned the trust of many investors over the years.Love to see great people winning. ...

One of the DeAI Agentic Commerce protocols (ACP) that isn’t getting enough attention is @virtuals_ioThere’s very few ecosystems as diverse as this - all it’ll take is a breakout real life use case and that ecosystem will popSaw @fundstrat pay attention recently; many agents have already adopted x402 to make seamless micropayments amongst each otherGraeme (@gkisokay):The @virtuals_io AI Agent Ecosystem Map https://t.co/CiwuN6yqIu ...

🔥 NEW: Fundstrat's Tom Lee says "ETH remains in a supercycle" with fundamentals now leading price, citing surging stablecoin demand and $ETH transactions hitting ATH. https://t.co/8SCtWxd1go ...

Market Overview - Bitcoin has risen back above 110,000, and the NASDAQ has posted a record close, indicating a potential return of the risk-on trade [1] - The S&P 500 is up more than 15% year-to-date, surpassing expectations despite challenges such as government shutdowns and tariff issues [1][2] S&P 500 Predictions - The S&P year-end target was set at 6,600, with expectations for an explosive recovery in markets [2] - Currently, the S&P is at 6,800, and a typical year could see an additional gain of 4%, potentially pushing it over 7,000 by year-end [3] - Given market skepticism, there is potential for gains exceeding 4%, possibly reaching 10% by year-end [4] Cryptocurrency Insights - A significant deleveraging event occurred in the crypto market on October 10, influenced by escalating US-China trade tensions, marking the largest liquidation event in five years [5] - Open interest for both Bitcoin and Ethereum is at record lows, while technical indicators are turning positive, suggesting a potential crypto rally by year-end [6] - JP Morgan's openness to using crypto as collateral is seen as a positive development for the market [6] Market Indicators - Cryptocurrencies are viewed as early indicators of stock market direction and liquidity [7] - The recent liquidation event in crypto, where Bitcoin only dropped 3-4%, suggests it is proving to be a good store of value [8] - Ethereum is experiencing significant activity growth, particularly in Layer 1 and Layer 2, which is not yet reflected in its price [9]

So, Bitcoin rising back above 110,000 this week and the NASDAQ posted a record close. So, is this a sign that the risk on trade is back in full force. Well, let's ask one of the biggest bulls on the street, Funstrats, Tom Lee.Tom, happy Friday. So, we're up more than 15% year-to- date for the S&P, probably more than you expected in late spring. At the same time, we had this government shutdown, tariff headaches.So why are you why should investors be more bullish on risk assets the market overall than they w ...

Tom Lee (@fundstrat) says there is not a bubble in Artificial Intelligence right now. https://t.co/V3XC1WerLV ...

RT Thomas (Tom) Lee (not drummer) FSInsight.com (@fundstrat)I enjoyed my convo with @APomplianoWe covered a wide range of topics:- why AI is not a bubble- why this is the ‘most hated V-shaped’ rally- why Bitcoin and Ethereum are central characters in the future of finance and AI@fs_insight @FundstratCap @BitMNRTickers: $BMNR $GRNY ...

Survey Bias Allegations - Fundstrat report indicates the University of Michigan Consumer Survey has shifted towards a left-leaning bias over the past two years [1] - The survey's alleged political bias is structurally manipulating the market [2] Market Manipulation Concerns - Survey results are integrated into Wall Street algorithms, potentially leading to market manipulation [2] - Investors are potentially being misled due to the survey's inaccuracy [1] Media and Public Response - Mainstream media is allegedly ignoring the story and failing to investigate the issue [1] - The public should demand answers and request immediate corrections to the survey methodology [2]

Core Insights - Fundstrat's Tom Lee expresses a cooling excitement around digital asset treasuries (DATs) but maintains strong confidence in Ethereum [1][10] Company Actions - Tom Lee purchased $1.5 billion worth of Ether following a market crash, viewing it as a long-term investment opportunity [3][10] - BitMine Immersion Technologies accumulated 379,271 ETH, valued at approximately $1.5 billion, through three major purchases [4][10] - BitMine has become the largest Ether treasury holder, now possessing over 3 million ETH, which is about 2.5% of the total supply, valued at around $11.7 billion [5] Market Dynamics - Lee compared Ethereum's potential to the historical transition from gold to equities, suggesting Ether could become a dominant store of value [6] - There are indications of cracks in the DAT market, with many companies trading below their net asset value (NAV), signaling potential overvaluation risks [7][10] - Research indicates that firms like Metaplanet and Strategy are trading at or below their NAVs, supporting concerns about market valuation [7] Future Outlook - Well-capitalized DATs with experienced management may still outperform in the next market cycle despite current market challenges [8] - Huobi founder Li Lin has raised $1 billion to establish an Ether-focused treasury fund, indicating ongoing interest in Ethereum [9]