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Has Micron become historically inexpensive? Thomas (Tom) Lee (not drummer) FundstratDirect.com Tom Lee takes a look at its forward valuation relative to its long-term average, and what the recent market rotation may be signaling. Week of July 27, 2026.

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Fundstrat Capital

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67,482 просмотров • 7 дней назад •via X (Twitter)

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"I think July is going to be a stronger month for stocks," says Tom Lee of Thomas (Tom) Lee (not drummer) FundstratDirect.com:
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LATEST: Thomas (Tom) Lee (not drummer) FundstratDirect.com: "gonna slow down our pace of buying." Tom Lee reveals that they may accumulate at a slower pace, "because there's other things to be doing in crypto right now." On the Anchorage Digital ⚓️ Digital Mainstage at Consensus 2026 Miami.
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Tom Lee (Thomas (Tom) Lee (not drummer) FundstratDirect.com) breaks down the market setup fueling the rise of digital assets – driven by the AI boom, the shift toward a digital economy, and the role of programmable money like stablecoins. "Stablecoins have become the ChatGPT story of crypto."
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Tom Lee (Thomas (Tom) Lee (not drummer) FundstratDirect.com) breaks down the market setup fueling the rise of digital assets – driven by the AI boom, the shift toward a digital economy, and the role of programmable money like stablecoins. "Stablecoins have become the ChatGPT story of crypto."

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🔥 BULLISH: Tom Lee (Thomas (Tom) Lee (not drummer) FundstratDirect.com / Fundstrat Direct ) explains why $500K Bitcoin may be a conservative estimate. "If BTC is digital gold, $500K only puts it at half the value of gold. That might not take 5 years.”
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🔥 BULLISH: Tom Lee (Thomas (Tom) Lee (not drummer) FundstratDirect.com / Fundstrat Direct ) explains why $500K Bitcoin may be a conservative estimate. "If BTC is digital gold, $500K only puts it at half the value of gold. That might not take 5 years.”

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TOM LEE: “I think we’re in a new bull market. There’s a lot to be excited about. 2035 sounds about right. That would be a 10 year bull run from here.” Full conversation with Tom Thomas (Tom) Lee (not drummer) FundstratDirect.com here: Listen: Watch:

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Tom Lee (Thomas (Tom) Lee (not drummer) FundstratDirect.com) breaks down why BitMine chose ethereum as its treasury asset. "Treasury Secretary Bessent thinks it [stablecoins] could be a $2T market. From $200B today, that's 10 times growth. That's exponential. That would create exponential demand for Ethereum.”
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Tom Lee (Thomas (Tom) Lee (not drummer) FundstratDirect.com) breaks down why BitMine chose ethereum as its treasury asset. "Treasury Secretary Bessent thinks it [stablecoins] could be a $2T market. From $200B today, that's 10 times growth. That's exponential. That would create exponential demand for Ethereum.”

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Tom Lee: ETH 2.0 Could Support a $250,000 Long Term Target On July 13, 2026, at WebX 2026 in Tokyo, BitMine Chairman Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com said Ethereum is entering its 2.0 phase, using Amazon, Nvidia, and JPMorgan as re-rating analogies and arguing that ETH will become money and serve as a settlement rail in an AI agent driven world shaped by the “uncanny valley of wealth” thesis. BitMine now holds 5.74 million ETH, or 4.8% of supply, has led ETH Labs and Ethereum Institutional, and plans to keep concentration below 5% while continuing to fund Ethereum related projects, public goods, and broader ecosystem growth.
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Tom Lee: ETH 2.0 Could Support a $250,000 Long Term Target On July 13, 2026, at WebX 2026 in Tokyo, BitMine Chairman Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com said Ethereum is entering its 2.0 phase, using Amazon, Nvidia, and JPMorgan as re-rating analogies and arguing that ETH will become money and serve as a settlement rail in an AI agent driven world shaped by the “uncanny valley of wealth” thesis. BitMine now holds 5.74 million ETH, or 4.8% of supply, has led ETH Labs and Ethereum Institutional, and plans to keep concentration below 5% while continuing to fund Ethereum related projects, public goods, and broader ecosystem growth.

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Can Ethereum 100x and flip Bitcoin? According to Tom Lee ( Thomas (Tom) Lee (not drummer) FundstratDirect.com ), yes. "There is a significant probability that Ethereum could flip Bitcoin in terms of network value.’"
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TOM LEE Thomas (Tom) Lee (not drummer) FundstratDirect.com Stocks selling scarce assets are working in 2026 = core tenet of Granny Shots $PWR $GOOGL $CAT $TSLA $AMD Fundstrat Granny Shots ETFs $GRNY $GRNJ $GRNI Weekly Update Video - May 4, 2026 Watch the full video 🔗:
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Tom Lee: Why Ethereum Could Become a $5 Trillion Network On July 7, 2026, Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com stated in an interview with the New Era Finance Podcast that at its current valuation of around $300 billion, Ethereum is grossly undervalued. As traditional assets like stocks and real estate gradually become composable, monetized, and digitized, running on Ethereum and other blockchains, he believes Ethereum could easily become a $1 trillion to $5 trillion network in the next few years. Regarding how Ethereum captures value, Tom Lee compared it to land; if everything happens on Ethereum, then Ethereum is equivalent to the land of the digital world, making it the core asset that should appreciate over time.
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Tom Lee: Why Ethereum Could Become a $5 Trillion Network On July 7, 2026, Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com stated in an interview with the New Era Finance Podcast that at its current valuation of around $300 billion, Ethereum is grossly undervalued. As traditional assets like stocks and real estate gradually become composable, monetized, and digitized, running on Ethereum and other blockchains, he believes Ethereum could easily become a $1 trillion to $5 trillion network in the next few years. Regarding how Ethereum captures value, Tom Lee compared it to land; if everything happens on Ethereum, then Ethereum is equivalent to the land of the digital world, making it the core asset that should appreciate over time.

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Tom Lee: S&P 500 Could Top 8,000 by Year-End BitMine Chairman Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com said in a July 14 CNBC interview that the S&P 500 could rise above 8,000 by year-end, as the AI story remains intact. He described a possible three-phase market: the S&P 500 could first reach 7,700, then see a normal 10% to 15% pullback, before rallying above 8,000 by year-end. On gold and silver's recent weakness, Lee said long-term holders may be taking profits after strong gains, as both assets had outperformed their store-of-value role and became risk-on assets.
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Tom Lee: S&P 500 Could Top 8,000 by Year-End BitMine Chairman Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com said in a July 14 CNBC interview that the S&P 500 could rise above 8,000 by year-end, as the AI story remains intact. He described a possible three-phase market: the S&P 500 could first reach 7,700, then see a normal 10% to 15% pullback, before rallying above 8,000 by year-end. On gold and silver's recent weakness, Lee said long-term holders may be taking profits after strong gains, as both assets had outperformed their store-of-value role and became risk-on assets.

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Tom Lee: Ethereum Will Penalize Impatient Investors On July 7, 2026, Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com stated on the New Era Finance Podcast that the recent lag in the crypto market is primarily due to the aftermath of deleveraging, with capital flowing toward yield-bearing sectors. When discussing how to maintain conviction during the pullback of assets like Ethereum, he noted that the fundamentals remain unchanged. Citing Nvidia's $2 trillion surge in three months after a long consolidation at $160, Tom Lee expressed that both the stock and crypto markets will ultimately penalize impatient investors, and those who cannot hold on are the ones who actually lose.
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Tom Lee: Ethereum Will Penalize Impatient Investors On July 7, 2026, Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com stated on the New Era Finance Podcast that the recent lag in the crypto market is primarily due to the aftermath of deleveraging, with capital flowing toward yield-bearing sectors. When discussing how to maintain conviction during the pullback of assets like Ethereum, he noted that the fundamentals remain unchanged. Citing Nvidia's $2 trillion surge in three months after a long consolidation at $160, Tom Lee expressed that both the stock and crypto markets will ultimately penalize impatient investors, and those who cannot hold on are the ones who actually lose.

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TOM LEE: THIS IS CASH RAISING, NOT THE TOP Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com says the market is getting hit because institutions are raising cash ahead of the $75B SpaceX IPO. They may need cash for the IPO, then more cash to build a full market weight position in the aftermarket. That means selling recent winners. But Tom says the charts are not broken, this dip gets bought, and because so many people think SpaceX marks the top, it probably is not the top.
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TOM LEE: THIS IS CASH RAISING, NOT THE TOP Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com says the market is getting hit because institutions are raising cash ahead of the $75B SpaceX IPO. They may need cash for the IPO, then more cash to build a full market weight position in the aftermarket. That means selling recent winners. But Tom says the charts are not broken, this dip gets bought, and because so many people think SpaceX marks the top, it probably is not the top.

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I wonder what Tom Lee (Thomas (Tom) Lee (not drummer) FundstratDirect.com) has to say about this 👇 claims ETH isn’t ready for real-world assets 🚫 He warns a compromised USDC or USDT contract could break everything, and ETH’s tooling isn’t there yet
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I wonder what Tom Lee (Thomas (Tom) Lee (not drummer) FundstratDirect.com) has to say about this 👇 claims ETH isn’t ready for real-world assets 🚫 He warns a compromised USDC or USDT contract could break everything, and ETH’s tooling isn’t there yet

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TOM LEE Thomas (Tom) Lee (not drummer) FundstratDirect.com ~ “95% of $BTC is already mined… But 95% of the world doesn’t own any Bitcoin .” 💥 Lee predicts: 🔸 $200K–$250K by end of 2025 🔸 $2M–$3M+ long term Massive supply shock coming. If he’s right, we’re still early. ⏳🔥 $BTC / $ETH / $BMNR / $MSTR
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TOM LEE Thomas (Tom) Lee (not drummer) FundstratDirect.com ~ “95% of $BTC is already mined… But 95% of the world doesn’t own any Bitcoin .” 💥 Lee predicts: 🔸 $200K–$250K by end of 2025 🔸 $2M–$3M+ long term Massive supply shock coming. If he’s right, we’re still early. ⏳🔥 $BTC / $ETH / $BMNR / $MSTR

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$BTC bull Thomas (Tom) Lee (not drummer) FundstratDirect.com calling for a possible retracement to $70k with a possibility of entertaining $50k. Before the next leg higher.
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$BTC bull Thomas (Tom) Lee (not drummer) FundstratDirect.com calling for a possible retracement to $70k with a possibility of entertaining $50k. Before the next leg higher.

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Tom Lee: Stablecoin volumes have now exceeded Visa payments (we're past the point of critical mass). Grayscale is projecting tokenization becomes a $300T market. The L1 value has historically equaled the size of the tokenized market it hosts. "If the total market's $300 trillion and crypto's a $2 trillion market today" - the numbers on where crypto network value goes from here are staggering. FT CoinDesk Thomas (Tom) Lee (not drummer) FundstratDirect.com Consensus by CoinDesk.
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Tom Lee: Stablecoin volumes have now exceeded Visa payments (we're past the point of critical mass). Grayscale is projecting tokenization becomes a $300T market. The L1 value has historically equaled the size of the tokenized market it hosts. "If the total market's $300 trillion and crypto's a $2 trillion market today" - the numbers on where crypto network value goes from here are staggering. FT CoinDesk Thomas (Tom) Lee (not drummer) FundstratDirect.com Consensus by CoinDesk.

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