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Published 21 Aug 2026, 14:41 UTC · fetched 19 Oct 2026, 13:39 UTC
Thomas (Tom) Lee (not drummer) FundstratDirect.com
@fundstrat
For equity investors seeking exposure to crypto, particularly the sizable moves made by @ethereum and Bitcoin The 17 large cap (>$2b) stocks with correlation to crypto shown below: - $BMNR highest correlation to $ETH (80%) - next closest is $COIN (74%) - $MSTR highest correlation to bitcoin:native (78%) - next closest is $COIN (74%) We expect ETH to outperform this cycle driven by tokenization and AI... far bigger drivers than past cycles of ETH outperformanceView 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
Uses only text available at publication time
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