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Published 2 Jul 2026, 17:12 UTC · fetched 20 Oct 2026, 05:28 UTC
Thomas (Tom) Lee (not drummer) FundstratDirect.com
@fundstrat
Quoting · 2 Jul 2026, 17:07 UTC · context given to the AI
As 2H 2026 starts, a key ratio is $ETH / $BTC price ratio - given growth in stablecoins, tokenization, new @ethereum spinoffs - these favor this ratio rising macro should be on balance friendlier - oil declines = less inflation - crypto still a downstream story to AI - Clarity Act alive and we still have GENIUS We expect this ratio to rise throughout 2026. This ratio will be important to watch $BMNR $BMNPThere are reason for $ETH / $BTC price ratio to rise in 2H2026 - in short, ETH is money narrative likely gains traction See below 👏 https://t.co/L4aNRwoRTUView original on X ↗
Deterministic: the same prices and policy always give the same result
unscored Awaiting manual review
Only the end-of-horizon price counts. A brief move followed by a reversal is not a success. Read the methodology
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