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Fundstrat's Tom Lee defends Ethereum supercycle case and reveals launch of two Granny Shots ETFs
Youtube· 2025-11-17 23:13
Market Overview - The markets are experiencing nervousness due to a government shutdown and doubts about AI valuations, leading to corrections in AI and growth stocks [1][2] - In the crypto market, a significant liquidation event occurred on October 10th, which was unprecedented in scale, contributing to downside pressure [2] Investment Opportunities - There are signs of market exhaustion, suggesting a potential bottom could be reached soon, presenting a buying opportunity for long-term investors [3][4] - Bitcoin is viewed as a leading indicator for the broader market, and its recovery could signal a positive trend for other risk assets [4][14] - Ethereum is highlighted as a smart contract platform with significant growth potential, particularly in areas like stable coins and tokenization of various assets [6][11] Ethereum Insights - Ethereum's ecosystem is thriving, with increasing transaction volumes and value locked on the chain, indicating ongoing activity and growth [7] - The platform is expected to benefit from secular trends that are less affected by broader economic conditions, making it a compelling investment for long-term growth [10][11] Market Challenges - The crypto industry is facing headwinds from a recent liquidation event that has impacted liquidity and market stability [12] - There is ongoing speculation about Bitcoin's price cycle, with some investors believing it has peaked, which could affect overall market sentiment [13] Granny Shots ETF Performance - The Granny Shots ETF has performed well, gathering $3.6 billion in assets in its first year and outperforming the broader index by 1000 basis points [15][16] - The company plans to expand the Granny Shots lineup with new products focused on small and mid-cap stocks and an income-oriented version [18][19]
Tom Lee on how his new ETF is capitalizing on the market recovery
CNBC Television· 2025-06-30 17:19
report. Dom Chu has today's ETF edge for us. Hey, Dom.All right, so Scott, with the markets on track to close out the second quarter at record highs, one fund that's riding the wave also now holds the record just 6 months of the fastest to reach a billion dollars in assets in more than 20 years. But its biggest holdings might not be what you expect. Why.How does it work. Joining us now is a familiar face, Tom Lee, CIO at Fundstrap Global Adviserss to take us inside the Granny Shots ETF. And for a lot of fol ...