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TOM LEE: CRYPTO SPRING IS HERE. Ethereum has been stuck in the same range for almost 5 years. He says that range is waiting for a decisive breakout, and the setup is turning bullish fast. 🔹 Oil pressure fading 🔹 CLARITY Act momentum 🔹 Pro-crypto White House 🔹 Pro-Bitcoin... show more

BMNR Bullz

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37,551 просмотров • 28 дней назад •via X (Twitter)

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TOM LEE SAYS CRYPTO SPRING IS HERE. Ethereum has been trapped in the same range for nearly 5 years. Tom says the breakout resolves higher because the catalyst stack is now lining up: 🔹 Iran war ends 🔹 Oil risk premium collapses 🔹 CLARITY Act passes 🔹 Pro crypto White House 🔹 Pro Bitcoin Fed Chair Kevin Warsh The key point is oil. Tom says Ethereum now has its strongest inverse correlation to oil in history. Higher oil keeps inflation hot. Hot inflation keeps central banks tight. Lower oil removes the pressure. Then crypto gets regulation, liquidity and macro relief at the same time. That is why Tom Lee believes the next move is a bullish breakout. $ETH $BMNR

TOM LEE SAYS CRYPTO SPRING IS HERE. Ethereum has been trapped in the same range for nearly 5 years. Tom says the breakout resolves higher because the catalyst stack is now lining up: 🔹 Iran war ends 🔹 Oil risk premium collapses 🔹 CLARITY Act passes 🔹 Pro crypto White House 🔹 Pro Bitcoin Fed Chair Kevin Warsh The key point is oil. Tom says Ethereum now has its strongest inverse correlation to oil in history. Higher oil keeps inflation hot. Hot inflation keeps central banks tight. Lower oil removes the pressure. Then crypto gets regulation, liquidity and macro relief at the same time. That is why Tom Lee believes the next move is a bullish breakout. $ETH $BMNR

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88,814 просмотров • 1 месяц назад

TOM LEE SAYS THE BITCOIN AND ETHEREUM THESIS IS ABSOLUTELY NOT BROKEN. He says people are “rage quitting” crypto near the end of crypto winter because the spotlight is still on AI, semis and software. But the future has not changed. 🔹 AI needs identity + verification 🔹 Wall Street wants tokenization 🔹 Bitcoin still has network value 🔹 Ethereum benefits as assets move on chain Tom says Bitcoin and Ethereum are the future of money. And if Wall Street tokenizes at scale, Ethereum’s price should go up a lot. $BTC $ETH $BMNR

TOM LEE SAYS THE BITCOIN AND ETHEREUM THESIS IS ABSOLUTELY NOT BROKEN. He says people are “rage quitting” crypto near the end of crypto winter because the spotlight is still on AI, semis and software. But the future has not changed. 🔹 AI needs identity + verification 🔹 Wall Street wants tokenization 🔹 Bitcoin still has network value 🔹 Ethereum benefits as assets move on chain Tom says Bitcoin and Ethereum are the future of money. And if Wall Street tokenizes at scale, Ethereum’s price should go up a lot. $BTC $ETH $BMNR

BMNR Bullz

171,816 просмотров • 1 месяц назад

🚨 TOM LEE: ETHEREUM IS THE LAST STOP FOR THE AI TRADE. AI money has already flowed through semis, memory and software. Now Lee says crypto is next. 🔹 AI agents need crypto rails 🔹 Tokenization could reach $300T 🔹 Stablecoins already exceed Visa volume 🔹 Software broke out while $ETH still lags Wall Street is pushing to tokenize stocks, bonds, real estate and commodities. Every major AI winner has rerated. Ethereum hasn’t. $ETH

🚨 TOM LEE: ETHEREUM IS THE LAST STOP FOR THE AI TRADE. AI money has already flowed through semis, memory and software. Now Lee says crypto is next. 🔹 AI agents need crypto rails 🔹 Tokenization could reach $300T 🔹 Stablecoins already exceed Visa volume 🔹 Software broke out while $ETH still lags Wall Street is pushing to tokenize stocks, bonds, real estate and commodities. Every major AI winner has rerated. Ethereum hasn’t. $ETH

BMNR Bullz

163,621 просмотров • 1 месяц назад

🚨 TOM LEE: “ETHEREUM’S CHEAP.” At $2,300, ETH is trading well below where the math says it should be. If $BTC hits $250K fair value, the ETH/BTC ratio puts ETH at $22,000. 🔹 Long-term avg ratio: 0.048 🔹 2021 high ratio: 0.087 🔹 Implied ETH: $22K 🔹 Crypto spring = ETH lags early, then rips “If crypto winter has ended, by the end of this year we’re going to see some strong moves.” The setup is here. Most just aren’t paying attention yet. $ETH $BMNR

🚨 TOM LEE: “ETHEREUM’S CHEAP.” At $2,300, ETH is trading well below where the math says it should be. If $BTC hits $250K fair value, the ETH/BTC ratio puts ETH at $22,000. 🔹 Long-term avg ratio: 0.048 🔹 2021 high ratio: 0.087 🔹 Implied ETH: $22K 🔹 Crypto spring = ETH lags early, then rips “If crypto winter has ended, by the end of this year we’re going to see some strong moves.” The setup is here. Most just aren’t paying attention yet. $ETH $BMNR

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22,843 просмотров • 2 месяцев назад

AN INTERESTING $BMNR ETH TAKE 🔹 The podcast discusses a possible ETH options strategy linked to BMNR 🔹 In December, BMNR may have sold ETH put options during peak fear 🔹 Those premiums could have been used, alongside $1B+ cash, to buy deep in-the-money ETH calls 🔹 If ETH moves higher, that structure becomes highly leveraged to the upside 🔹 Upcoming BMNR events could act as catalysts This is analysis, not a disclosure. But if the structure is even partly correct, BMNR has convex exposure to ETH upside. Source: The Rollup $BMNR $ETH

AN INTERESTING $BMNR ETH TAKE 🔹 The podcast discusses a possible ETH options strategy linked to BMNR 🔹 In December, BMNR may have sold ETH put options during peak fear 🔹 Those premiums could have been used, alongside $1B+ cash, to buy deep in-the-money ETH calls 🔹 If ETH moves higher, that structure becomes highly leveraged to the upside 🔹 Upcoming BMNR events could act as catalysts This is analysis, not a disclosure. But if the structure is even partly correct, BMNR has convex exposure to ETH upside. Source: The Rollup $BMNR $ETH

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61,975 просмотров • 6 месяцев назад

🚨 TOM LEE SAYS THE MARKET STILL HAS A RUNWAY HIGHER TOM LEE says stocks remain healthy despite higher oil, higher yields and Middle East risk. His key point is simple: The US has two major structural advantages right now. 🔹 AI leadership 🔹 Energy independence 🔹 Resilient earnings 🔹 Trillions in private IPO wealth coming He says SpaceX, OpenAI and other major IPOs could create several trillion dollars of wealth for private investors. That wealth effect becomes a tailwind for the economy later this year. Oil is the risk. AI, earnings and liquidity are the upside. TOM LEE still sees more upside into year end.

🚨 TOM LEE SAYS THE MARKET STILL HAS A RUNWAY HIGHER TOM LEE says stocks remain healthy despite higher oil, higher yields and Middle East risk. His key point is simple: The US has two major structural advantages right now. 🔹 AI leadership 🔹 Energy independence 🔹 Resilient earnings 🔹 Trillions in private IPO wealth coming He says SpaceX, OpenAI and other major IPOs could create several trillion dollars of wealth for private investors. That wealth effect becomes a tailwind for the economy later this year. Oil is the risk. AI, earnings and liquidity are the upside. TOM LEE still sees more upside into year end.

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🚨 TOM LEE: CRYPTO PAIN IS NEAR THE END Sentiment is wrecked. Price action has been ugly. That’s why bottoms form. TOM DEMARK has been calling the levels since November. ETH hit his $1,890 target “to the penny.” He says one more undercut and that’s the low. 🔹 Bad sentiment 🔹 BTC toward 60k 🔹 ETH bottom near $1,890 This move felt brutal because it happened fast, no bubble first. $BTC $ETH

🚨 TOM LEE: CRYPTO PAIN IS NEAR THE END Sentiment is wrecked. Price action has been ugly. That’s why bottoms form. TOM DEMARK has been calling the levels since November. ETH hit his $1,890 target “to the penny.” He says one more undercut and that’s the low. 🔹 Bad sentiment 🔹 BTC toward 60k 🔹 ETH bottom near $1,890 This move felt brutal because it happened fast, no bubble first. $BTC $ETH

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TOM LEE AT PARIS BLOCKCHAIN WEEK BITMINE already owns 4% of ETH supply. They expect to reach 5% this year. But the bigger point is MAVAN. BITMINE is already staking over $2B of other people’s crypto, including ETH, HYPERLIQUID, and SOLANA. TOM LEE says MAVAN will be the largest single service staking operator in the world. This is not just an ETH treasury. It is a crypto yield business being built at massive scale. 🔹 4% of ETH already acquired 🔹 5% target this year 🔹 $2B+ external crypto already staked 🔹 $310M annual ETH yield at current holdings $BMNR $ETH

TOM LEE AT PARIS BLOCKCHAIN WEEK BITMINE already owns 4% of ETH supply. They expect to reach 5% this year. But the bigger point is MAVAN. BITMINE is already staking over $2B of other people’s crypto, including ETH, HYPERLIQUID, and SOLANA. TOM LEE says MAVAN will be the largest single service staking operator in the world. This is not just an ETH treasury. It is a crypto yield business being built at massive scale. 🔹 4% of ETH already acquired 🔹 5% target this year 🔹 $2B+ external crypto already staked 🔹 $310M annual ETH yield at current holdings $BMNR $ETH

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BITMINE’S RUSSELL 1000 MOMENT IS ALMOST HERE TOM LEE Thomas (Tom) Lee (not drummer) FundstratDirect.com says Bitmine is set for Russell 1000 inclusion after market close on June 26. That matters because Russell inclusion puts $BMNR directly in front of passive index funds and large-cap managers who benchmark against the index. 🔹 Russell 1000 inclusion 🔹 June 26 reconstitution 🔹 Passive index demand 🔹 Wall Street visibility event Bitmine is about to become much harder for institutions to ignore. $ETH $BMNR

BITMINE’S RUSSELL 1000 MOMENT IS ALMOST HERE TOM LEE Thomas (Tom) Lee (not drummer) FundstratDirect.com says Bitmine is set for Russell 1000 inclusion after market close on June 26. That matters because Russell inclusion puts $BMNR directly in front of passive index funds and large-cap managers who benchmark against the index. 🔹 Russell 1000 inclusion 🔹 June 26 reconstitution 🔹 Passive index demand 🔹 Wall Street visibility event Bitmine is about to become much harder for institutions to ignore. $ETH $BMNR

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TOM LEE: CRYPTO IS HOW HUMANS CONTROL THE AI FUTURE. Prof G asked why Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com is still bullish after a brutal year for crypto and BitMine buying another $40M+ of ETH. His answer was bigger than price. Crypto solves trusted settlement between untrusted parties. That is why Wall Street is building tokenized assets, stablecoin rails and new financial infrastructure on-chain. Then he tied it to AI. 🔹 Agents create wealth 🔹 Robots create wealth 🔹 Blockchain gives them rails 🔹 Crypto keeps humans in control Tom called it the “uncanny valley of wealth.” At some point, if agents make more money than humans, the question becomes simple: Do they work for us, or do we work for them? $ETH $BMNR

TOM LEE: CRYPTO IS HOW HUMANS CONTROL THE AI FUTURE. Prof G asked why Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com is still bullish after a brutal year for crypto and BitMine buying another $40M+ of ETH. His answer was bigger than price. Crypto solves trusted settlement between untrusted parties. That is why Wall Street is building tokenized assets, stablecoin rails and new financial infrastructure on-chain. Then he tied it to AI. 🔹 Agents create wealth 🔹 Robots create wealth 🔹 Blockchain gives them rails 🔹 Crypto keeps humans in control Tom called it the “uncanny valley of wealth.” At some point, if agents make more money than humans, the question becomes simple: Do they work for us, or do we work for them? $ETH $BMNR

BMNR Bullz

43,456 просмотров • 8 дней назад

🚨 TOM LEE: BITMINE IS POSITIONING FOR A V-SHAPED ETH RECOVERY They didn’t chase. They slowed buying, built $1.2B cash, and waited for this setup. 🔹 ~$100M/month saved timing ETH buys 🔹 Mosaics + TOM DEMARK guiding entries 🔹 $1.2B Cash, ZERO DEBT 🔹 ~$1.3M/day run rate Now the shift: They’re locking in ETH at suppressed prices ahead of a V-shaped recovery. At scale: 🔹 ~$300M+ yearly staking at 5% supply 🔹 ~$2B/year if ETH hits $12K 🔹 ETH per share up 10x since inception Every month, more ETH per share. That’s how BMNR compounds. $ETH $BMNR Thomas (Tom) Lee (not drummer) FundstratDirect.com

🚨 TOM LEE: BITMINE IS POSITIONING FOR A V-SHAPED ETH RECOVERY They didn’t chase. They slowed buying, built $1.2B cash, and waited for this setup. 🔹 ~$100M/month saved timing ETH buys 🔹 Mosaics + TOM DEMARK guiding entries 🔹 $1.2B Cash, ZERO DEBT 🔹 ~$1.3M/day run rate Now the shift: They’re locking in ETH at suppressed prices ahead of a V-shaped recovery. At scale: 🔹 ~$300M+ yearly staking at 5% supply 🔹 ~$2B/year if ETH hits $12K 🔹 ETH per share up 10x since inception Every month, more ETH per share. That’s how BMNR compounds. $ETH $BMNR Thomas (Tom) Lee (not drummer) FundstratDirect.com

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TOM LEE: ETH COULD HIT $60,000 Ethereum is coming out of a massive multi-year consolidation. The last 2 times that happened, ETH went 227x and 54x. This time the drivers are even bigger: 🔹 Stablecoins 🔹 Tokenization 🔹 Agentic AI 🔹 On-chain equities Even JAMIE DIMON now admits crypto is better than the current financial system. LEE says ETH is better positioned today than it was in 2021. At $250K BTC, 25% of Bitcoin implies ~$62,000 ETH. That’s why he sees $60,000 by 2028–2029. ethereum:native

TOM LEE: ETH COULD HIT $60,000 Ethereum is coming out of a massive multi-year consolidation. The last 2 times that happened, ETH went 227x and 54x. This time the drivers are even bigger: 🔹 Stablecoins 🔹 Tokenization 🔹 Agentic AI 🔹 On-chain equities Even JAMIE DIMON now admits crypto is better than the current financial system. LEE says ETH is better positioned today than it was in 2021. At $250K BTC, 25% of Bitcoin implies ~$62,000 ETH. That’s why he sees $60,000 by 2028–2029. ethereum:native

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The next question is... If the oil market is so tight, why haven't prices exploded? One theory: 🔹 China has dramatically reduced its oil imports. 🔹 But demand for gasoline, jet fuel, and diesel hasn't collapsed. So where is the oil coming from? If China has been drawing down its own stockpiles instead of buying on the global market... What happens when it has to start buying again?

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TOM LEE: THE MARKET GOT THE FED WRONG Investors treated KEVIN WARSH’S first Fed meeting like a hawkish pivot. Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com says it was actually dovish. Warsh is moving the Fed away from stale guidance and toward real-time data, meaning the dots can move fast if inflation keeps improving. 🔹 Stocks still favorable 🔹 SpaceX IPO was successful 🔹 Bear-market tone comes later Tom Lee still sees an abrupt market shift later this year. But not now.

TOM LEE: THE MARKET GOT THE FED WRONG Investors treated KEVIN WARSH’S first Fed meeting like a hawkish pivot. Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com says it was actually dovish. Warsh is moving the Fed away from stale guidance and toward real-time data, meaning the dots can move fast if inflation keeps improving. 🔹 Stocks still favorable 🔹 SpaceX IPO was successful 🔹 Bear-market tone comes later Tom Lee still sees an abrupt market shift later this year. But not now.

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🚨 BLACKROCK IS PUTTING A TOKENIZED MONEY-MARKET FUND ON ETHEREUM This is the world’s largest asset manager bringing one of the biggest products in traditional finance onchain. Back at WEF, Larry Fink said investors would move between tokenized money-market funds, stocks and bonds on “ONE COMMON BLOCKCHAIN.” Now $14T BlackRock has filed to launch BSTBL on Ethereum, tied to a $6.1B Treasury liquidity fund built for stablecoin users. 🔹 Runs on Ethereum 🔹 Backed by U.S. Treasuries 🔹 Built for stablecoin holders 🔹 Follows BUIDL’s $2.5B growth Larry Fink told us the direction. Today, BlackRock put Ethereum at the center of it. $ETH $BMNR

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7 years in the making: Ethereum is about to decide what happens next to altcoins. ETH/BTC is sitting at a trendline that's rejected Ethereum and altcoins for nearly a year. If it breaks, it could be the confirmation altcoin holders have been waiting for. If it fails, expect more downside volatility. I walk through why this may be the most important chart in crypto right now and how it ties into the business cycle, post-QT normalization, and even the Clarity Act. Intro 00:00 ETH/BTC and Clarity Act 2:30 Altcoin dips 5:10 Macro reversal 7:50 Watch ETH/BTC if Clarity passes 10:15 ETH risk 11:20 Eth price action short term 13:00

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For 50 years, 🇩🇪 has been engaging as a reliable partner in & for the UN. We work to 🔹#DefendTheUNCharter, 🔹achieve the #GlobalGoals and 🔹strengthen #Multilateralism. Germany in the United Nations is the key hub on Twitter to see everything we do, no matter where in the world it happens.

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BANKS ARE JUST WAITING FOR THE GREEN LIGHT 🇺🇸 Raoul Pal: "Once the CLARITY ACT passes ALL the banks are going to come in and build out their CRYPTO RAILS fast and which token has been battle-tested, SEC-cleared, and institutionally held for years? the rails are already built $XRP

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