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X @Token Terminal 📊
Token Terminal 📊· 2025-07-08 14:49
RT Token Terminal 📊 (@tokenterminal)The @fundstrat flywheel:1. New stablecoin issuance on the L12. New stakers for the L13. New demand for ETH (to be staked) https://t.co/Vmt4ClzvbW ...
X @Token Terminal 📊
Token Terminal 📊· 2025-07-04 17:28
RT Token Terminal 📊 (@tokenterminal)the @fundstrat $ETH thesis visualized 👇 https://t.co/VM3owdjgcS ...
X @Token Terminal 📊
Token Terminal 📊· 2025-07-04 13:08
RT RYAN SΞAN ADAMS - rsa.eth 🦄 (@RyanSAdams)Stablecoins on Ethereum hit all-time high of $135B.@fundstrat calls stablecoins crypto's ChatGPT moment - he says that value will accrue to ETH.Treasury Secretary Scott Bessent predicts stablecoins to $3 trillion by 2030.Ethereum = world ledgerETH = world reserve asset ...
X @Token Terminal 📊
Token Terminal 📊· 2025-07-04 12:07
source:https://t.co/yn8PQNyFgVRYAN SΞAN ADAMS - rsa.eth 🦄 (@RyanSAdams):The ETH thesis for @fundstrat is simple.He's frontrunning ETH accumulation by the banks."Ethereum is also the architecture that future banks will have. When goldman issues a stablecoin and JPMorgan doing it on Ethereum as Layer 1 blockchain they're going to want to secure it https://t.co/MyyJz94rXw ...
X @Token Terminal 📊
Token Terminal 📊· 2025-07-04 11:59
the @fundstrat $ETH thesis visualized 👇 https://t.co/VM3owdjgcS ...
美股行情巨震无碍市场继续看涨!下半年散户和机构要联手“抬轿”?
Jin Shi Shu Ju· 2025-07-01 04:45
"一种必胜的感觉已经悄悄潜入了很多交易员和活跃投资者的心态中,"盈透证券首席策略师Steve Sosnick在6月16日的一次采访中说。"而且这是可以理解的,因为你为什么不呢?我的意思是,每一次 下跌……都可以被看作是一个买入机会。" 而现在随着市场重返历史高位,许多华尔街人士主张股市将在年底前继续走高。Fundstrat的全球技术策 略主管Mark Newton指出,许多基金经理都以像标普500指数这样的大型股指为基准。Newton认为,随 着这些指数反弹回历史高位,跑赢市场的压力越来越大,基金经理需要"迎头赶上"。 总的来说,股市基本上对这些担忧不以为意,投资者继续逢低买入并推高股价。 "市场仍然倾向于看涨情绪,"嘉信理财交易与衍生品策略师Joe Mazzola在一次采访中说。"所以我认为 你看到的是,投资者正在寻找那些在回调时买入的机会。" 或许没有比特朗普4月2日的"解放日"关税声明更能证明市场韧性的了。标普500指数在三天内下跌超过 10%,这次暴跌的严重程度仅次于二战以来最糟糕的十大抛售。但在大约一个月内,该基准指数就回到 了声明发布前的水平,因为市场为特朗普的各种关税延迟而欢呼。 大量回流股市的 ...
Will AI Destroy Our Financial System and Economy? - With Tom Lee
Alex Kantrowitz· 2025-06-27 16:30
Fundstrat's Tom Lee says he can see AI leading to a Black Swan event for our economy and financial situation if it goes too well. Would it fully remove the need for money? Work? And is that a bad thing? Dig in here in a clip from our longer episode, Tom Lee: Decoding the AI Trade, Bitcoin Predictions & What an AI Black Swan Event Might Look Like. ...
Tom Lee Believes the Stock Market Will Soar After April 2
The Motley Fool· 2025-03-31 13:20
Core Insights - The video discusses the current state of the stock market, recent macroeconomic data, and insights from Fundstrat's Tom Lee [1] Group 1: Stock Market Overview - Stock prices referenced are from March 28, 2025, indicating a specific timeframe for the analysis [1] Group 2: Macroeconomic Data - Recent macro data is highlighted, although specific figures or trends are not detailed in the provided content [1] Group 3: Expert Commentary - Comments from Tom Lee of Fundstrat are mentioned, suggesting his insights may influence market perceptions, but specific quotes or analyses are not included [1]