Thomas (Tom) Lee (not drummer) FundstratDirect.com

CIO Fundstrat Capital @FundstratCap $GRNY $GRNJ| Research Head @fundstratdirect | @CNBC Contributor | Chairman @BitMNR $BMNR BitMine | Wikipedia:

[Thomas (Tom) Lee (not drummer) FundstratDirect.com @fundstrat]

To us, the rise in S&P 500 since late April is healthy, fueled by strengthening AI visibility and arguably justified by the upside to 1Q26 EPS alone ($10 beat)

- these tailwinds, in my view, are sustainable
- US GDP growth is accelerating
- we see this leading to significant gains in 2027 and beyond

Great speaking with @JoeSquawk @BeckyQuick @andrewrsorkin on @SquawkCNBC

@FundstratCap @fundstratdirect
@BitMNR $BMNR

[Squawk Box @SquawkCNBC]

"We might still have challenges, so I think everyone needs to be vigilant, but generally bullish," says @Fundstrat’s Tom Lee on the markets.
https://t.co/Bh40IeFXul

[Fundstrat Direct @FundstratDirect]

SpaceX. $GOOGL. Anthropic. OpenAI.
@fundstrat Tom Lee's take on the capital raises coming for all four. Watch his latest Macro Minute: https://t.co/MQQUGRzrG3

[Mike Zaccardi, CFA, CMT 🍖 @MikeZaccardi]

Lotta equity supply coming on @fundstrat @fundstratdirect ...
https://t.co/MQWJAkuQc4

[Michaël van de Poppe @CryptoMichNL]

We’ve discussed everything on $ETH today with @fundstrat.

[SamAlτcoin.eth ☀️ @SAMALTCOIN_ETH]

$ETH "WORTH ALOT OF MONEY"

Avichal Garg of Electric Capital believes Ethereum has something impossible to replicate:

Credible neutrality.

Bitcoin has credible neutrality too.

But $BTC isn't designed to be the transaction layer and settlement layer for the global financial system.

In a world where countries from China to India to Brazil are looking for financial infrastructure that isn't controlled by any single nation, credible neutrality becomes incredibly valuable.

"You talk to anybody on Wall Street... everybody's trying to build on $ETH."

ETFs are here.

Coinbase is building on ETH.

Robinhood is building on ETH.

Sofi is building on ETH.

What's a global financial network that neither the U.S. nor China controls worth?

"A lot of money."

Sidenote: Avichal Garg's firm Electric Capital, is one of the more respected crypto native VCs. Avichal was mining Bitcoin as early as 2010.

[David Hoffman @TrustlessState]

Justin really burying the punchline here:

"So let me attempt to partially fill the silence... Given everything I know, including scary non-public information...

I now put the odds of qday by 2032 at 50%. 10% by 2030...

[Wolf Of Dubai 💲 @realwolfofdubai]

BREAKING: @fundstrat FULL Paris $BMNR Keynote from today 02nd June 2026

@BitMNR

[Etherealize @Etherealize_io]

Tom Lee: Ethereum DATs can use ~$500 million in annual staking rewards to fund grants for Ethereum ecosystem

“The Ethereum Treasuries — Bitmine and Sharplink among others — now own 7% of the Ethereum supply… Treasury stock is essentially supply permanently taken out from the ecosystem, but we also own the yield. The yield is around 3% so today these public treasuries are generating ~$500 million in rewards, and that is what we can use to fund and grant the crypto ecosystem.”

Lee believes that the Ethereum Foundation narrowing its focus to CROPs (censorship resistance, openness, privacy and security) is the right decision.

“Ethereum is a $240 billion network value entity. It has been operating for 11 years without a single day of downtime. There’s 11,500 nodes in 89 different countries. And there’s 15,000 developers. I think this is too big to be coordinated by a single foundation.”

As Ethereum continues to scale, he believes the ecosystem will move beyond a foundation-centric model and points to private companies like Etherealize, Optimism, Consensys, Enterprise Ethereum Alliance, and Offchain Labs that represent the Ethereum ecosystem and are already doing enterprise engagement.

“This list doesn’t yet reflect the spinoffs coming from the Ethereum Foundation. There’s at least five, and I think Bitmine will play a role in granting and supporting any of those that come out.”

“I think Ethereum is in good hands because the foundation is going to be stronger by staying focused. We have a lot of private sector companies already building products and important L2s on Ethereum. And of course, the treasuries are here to help with funding and granting… If you’re bearish, you are selling at the bottom.”

[BMNR MNAV Tracker @BMNRTracker]

Tom Lee today on how he values crypto based on network usage.

“For every dollar of tokenized assets, it has created $1 of value for $ETH the coin”

[Michael Saylor @saylor]

Final week to vote for twice-monthly dividends. If you haven’t voted, please do so now. We believe this upgrade helps make Digital Credit better for $BTC, $MSTR, and $STRC. Please share with other holders. We need your support. https://t.co/0QObDgFH5w

[Luke Graham White @LukeGrahamWhite]

Hair is standing up on my arms a bit. Something is going on under the surface and I'm going to lay it out soon, but I think rotation within the crypto sector is underway. A few things I'm watching👇

ZEC +110% in 30 days. NEAR +178% in 3 months. HYPE fresh ATH, flipping DOGE for top 10. INJ +86% on the month. Privacy sector +288% last year.

BTC dominance breaking down off 60%. ETH/SOL/XRP/FET/BNB/ZEC all making higher highs against BTC on the intraday.

Korean retail vacated crypto for the KOSPI semi boom, kimchi premium on ETH at a near-historic discount (@FroehlichThors1).

ETF outflows in BTC and ETH. The slowest money trimming the index while the fastest money rotates underneath.

Foundational piece on ETH coming very soon. Curious if anyone else is noticing this percolating in their feeds.

[PRIME | Leader of the Autobots @PuffyPengMoo]

Tom - Really enjoyed your presentation at Proof of Talk. The two slides on Ethereum being “downstream to the AI trade” and its historical correlation to software (IGV) were spot on.
The comment that ETH should catch up to software “in a matter of weeks” was particularly interesting, especially after watching semis and memory rip while ETH got left behind.
Makes the case for leveraged ETH exposure even more compelling from here.
Appreciate the clarity on the framework. $BMNR $MSTR

[Proof of Talk @proofoftalk]

Few voices on Wall Street have shaped the institutional conversation around digital assets the way Tom Lee @fundstrat has.

Tom Lee, Chairman of the Board at @BitMNR and Co-founder & Head of Research at @FundstratCap, takes the Stage at the Louvre on June 2 for the keynote:

Blockchains Are Central to the Future of Finance and Agentic AI.

3 decades of market analysis. The research desk read by every major institution before they call the next cycle. The earliest serious institutional voice framing Bitcoin and digital assets as treasury-grade.

3 days. Meet Tom in the Louvre.
https://t.co/q3BI14qsUI

[Thomas (Tom) Lee (not drummer) FundstratDirect.com @fundstrat]

Please tune into my keynote at Proof of Talk @proofoftalk at 12:30pm Paris time (6:30 ET)

- lots of new material including the future role of foundations

This will be live-streamed as well
(link: https://t.co/aePo0P5WmJ)

@BitMNR @FundstratDirect @FundstratCap

[Proof of Talk @proofoftalk]

Few voices on Wall Street have shaped the institutional conversation around digital assets the way Tom Lee @fundstrat has.

Tom Lee, Chairman of the Board at @BitMNR and Co-founder & Head of Research at @FundstratCap, takes the Stage at the Louvre on June 2 for the keynote:

Blockchains Are Central to the Future of Finance and Agentic AI.

3 decades of market analysis. The research desk read by every major institution before they call the next cycle. The earliest serious institutional voice framing Bitcoin and digital assets as treasury-grade.

3 days. Meet Tom in the Louvre.
https://t.co/q3BI14qsUI

[Proof of Talk @proofoftalk]

The doors are open. Welcome to the Louvre Palace.

A violinist plays at the entrance, and the 2,500 decision-makers start walking in from across the world.

This is the morning we have been working toward all year.

Your year changes here.

[Squawk Box @SquawkCNBC]

"We might still have challenges, so I think everyone needs to be vigilant, but generally bullish," says @Fundstrat’s Tom Lee on the markets.
https://t.co/Bh40IeFXul

[William Mougayar @wmougayar]

Here's why ETH is vastly undervalued.
Pick almost any metric that matters: stablecoins, DeFi TVL, tokenized assets, settlement, transactions, and Ethereum sits at #1, with market shares running 21-64%.
So why is ETH barely 10% of crypto's total market cap?

[Rand Group @randgroup]

Ethereum is processing more transactions than ever in its history while costing almost nothing to use.

So... what's wrong now?

[Thomas (Tom) Lee (not drummer) FundstratDirect.com @fundstrat]

FinX peeps

Please tune into @SquawkCNBC at 7:15am ET with @JoeSquawk @BeckyQuick @andrewrsorkin

- I will be on and discussing market outlook

@FundstratCap @FundstratDirect @BitMNR
$BMNR

[Fundstrat Direct @FundstratDirect]

☕ Start your morning with @fundstrat's Tom Lee on @SquawkCNBC at 7:10 AM ET as he shares his latest thoughts on the markets

[Rob Sechan @RobSechan]

The Bridge Ep. 6 | Everyone's Buying AI But Nobody Sees the Risk Coming https://t.co/gDNoMfM4K5 via @YouTube