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GRNY: Bullish Heading In 2026 As AI Boom Continues (Rating Upgrade)
Seeking Alpha· 2025-12-07 00:20
Core Insights - The article reviews the Fundstrat Granny Shots US Large Cap ETF (GRNY), managed by investor Tom Lee and his Fundstrat team, highlighting its performance since inception [1]. Group 1 - The GRNY ETF is designed to capitalize on large-cap stocks in the US market [1]. - The review indicates that the ETF has been trading for a certain period, suggesting ongoing market interest [1].
X @Binance
Binance· 2025-12-04 10:02
Tom Lee @fundstrat , CIO and Head of Research at Fundstrat, drives the session forward.He sheds light on why Ethereum continues to guide both innovation and capital flows. https://t.co/yR8G4C5VFq ...
US Fed Ends QT with $13.5 Billion Liquidity Pump, Crypto Market Rally Ahead?
Yahoo Finance· 2025-12-02 09:59
Core Viewpoint - The US Federal Reserve has officially ended its quantitative tightening (QT) program, signaling a potential shift towards liquidity expansion that may catalyze a new rally in the crypto market [1][3]. Group 1: Federal Reserve Actions - The US Federal Reserve injected $13.5 billion into the banking system through overnight repurchase agreements, marking the second-largest single-day liquidity operation since the COVID-19 crisis [2]. - The cessation of QT comes after the Fed withdrew approximately $2.4 trillion from the financial system since the tightening cycle began in June 2022 [3]. Group 2: Market Reactions and Predictions - Market experts, including Fundstrat's Tom Lee, believe that the end of QT could be a turning point for the crypto market, with historical data suggesting a potential 17% rally in markets within three weeks following the last QT cessation [4]. - Improved liquidity is expected to support stronger performance in risk assets, particularly Bitcoin, with projections indicating a possible new all-time high by late January [4]. Group 3: Global Monetary Policy Considerations - Attention is also focused on the upcoming Federal Open Market Committee (FOMC) meeting in December, where rate cuts are anticipated [5]. - Concurrently, the probability of a Bank of Japan (BOJ) rate hike has risen to 81%, which has historically led to selloffs in Bitcoin and the broader crypto market [6].
7,200-7,300 likely for the S&P 500 in December, says Fundstrat's Tom Lee
CNBC Television· 2025-12-01 14:20
Market Outlook - The S&P 500 could potentially reach 7,000 by the end of the year [1] - A 2% increase is needed for the S&P 500 to reach 7,000 [1] - A 5% to 10% increase for the S&P 500 is possible in December [1] - The S&P 500 is likely to reach 7,200 to 7,300 [1] Cryptocurrency - Bitcoin target is considered very aggressive [1]
X @Token Terminal 📊
Token Terminal 📊· 2025-11-27 11:12
RT Token Terminal 📊 (@tokenterminal)📊⛓️ @fundstrat playing the long game https://t.co/UJTnVGs5qZ ...
Bitcoin could hit new highs by year-end, says Fundstrat's Tom Lee
Youtube· 2025-11-26 21:05
Market Overview - The S&P 500 is projected to reach 7,000 by year-end, representing a potential increase of approximately 2.5% from current levels, although this target was initially expected to be met in the first half of the year [1] - The past year has been characterized by significant market volatility, including the largest tariff hikes in history and a major bear market, which hindered the earlier forecast of reaching 7,000 [2] Market Resilience and Future Outlook - The market has shown resilience, recovering from a significant decline, but there are concerns about potential policy shocks that could lead to another 20% drawdown in the future [3] - The market has experienced three bear markets of 20% or more within the last five years, indicating a compressed history of volatility [3] Impact of Cryptocurrency - The recent turmoil in the cryptocurrency market, particularly a significant event on October 10th, has influenced broader market dynamics, with Bitcoin experiencing a dramatic decline that led to substantial liquidations [5] - Approximately one-third of market makers in the crypto space went out of business during this event, and nearly 2 million accounts were liquidated [5] - The leverage in the crypto market has been a critical factor, as the high levels of leverage contributed to the rapid decline in Bitcoin prices [6] Future of Cryptocurrency - Despite the recent downturn, there is still optimism that Bitcoin could surpass $100,000 by year-end, with expectations of significant price movements occurring within a short timeframe [8] - The cryptocurrency market is currently seen as lagging behind other sectors, particularly artificial intelligence, which is expected to lead market trends moving forward [7]
Bitcoin could hit new highs by year-end, says Fundstrat's Tom Lee
CNBC Television· 2025-11-26 21:05
Now, you've been, I think, pointing toward, let's say, 7,000 in the S&P by year end. Now, that's only like two and a half% up from here. We made some progress, but a year ago, you also thought we'd hit 7,000 in the first half of this year.So, what happened along the way. And and I guess what might you think about in terms of impediments looking into 2026. >> Yes.I mean, we're almost through this year, and I'd say looking back, uh, this was a five years of history compressed into one year because we had a ma ...
X @Bloomberg
Bloomberg· 2025-11-21 10:04
Fundstrat’s Tom Lee has built a reputation for audacious bets, like Bitcoin reaching $3 million around 2030. Recent correction and all, he’s not changing course now https://t.co/iXKWb5r3Bk ...
X @CoinDesk
CoinDesk· 2025-11-20 18:09
Tom Lee (@fundstrat) predicts $7K $ETH by Q1 2026, but @10x_Research isn't buying it.Markus Thielen says the projection is unlikely, arguing that "very little value actually accrues to the Ethereum network" from stablecoins.Thank you @GeniusGroupLtd_ 👌 for being a sponsor of the CoinDesk Media Network. ...
AdvizorPro: Ethereum ETFs Gained Ground with RIAs in Q3
Yahoo Finance· 2025-11-20 16:49
Core Insights - The adoption of ETFs by Registered Investment Advisors (RIAs) continued to grow in the third quarter of 2025, with a notable increase in the number of new funds added to portfolios [1][2] Group 1: ETF Adoption Trends - Almost 59% of RIAs added new ETFs to their portfolios in Q3 2025, an increase from 57.8% in the previous quarter, while only 18.6% reduced their ETF counts [2] - The average number of ETFs held by RIAs rose to 72.7, up from 69.9 in the prior quarter [2] - Advisors added an average of 17.54% more ETFs compared to previous holdings, while withdrawing from an average of 7.74% of funds [3] Group 2: Investment Themes - RIAs increasingly focused on investment themes aligned with secular trends, such as AI, defense technologies, industrial reshoring, and precious metals [4] - There was a noticeable shift towards digital assets, with RIAs expanding their investments from primarily Bitcoin ETFs to include Ethereum funds [4] Group 3: Growth of Ethereum ETFs - iShares' Ethereum ETF (ETHA) and Fidelity's Ethereum ETF (FETH) were the fastest-growing funds among RIAs in Q3 2025, with RIAs invested in ETHA increasing by 112.43% to 376 and those in FETH rising by 85.25% to 113 [5] Group 4: Issuer Dynamics - Fundstrat emerged as the fastest-growing ETF issuer among RIAs, with a 56% increase in RIA subscribers to 170 [6] - Other notable issuers included First Eagle Investments, which saw a 35.7% increase in subscribers, NEOS Investment Management with a 19.52% increase, and CoinShares with a 14.29% increase [6]