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TOM LEE Thomas (Tom) Lee (not drummer) FundstratDirect.com: The great leverage unwind continues in AI 'bottlenecks' and Korea. But there are signs we are at the bottom $PKG $AMD $DE $VST $NOC Fundstrat Granny Shots ETFs $GRNY $GRNJ $GRNI Weekly Update Video - July 27, 2026 Watch the full...

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.Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee and Sean Farrell sit down with Virtuals Protocol CEO Jansen Teng on the rise of AI agents and the agentic economy. Free to attend. Seats are limited. July 28, 11am ET. Register now→ Virtuals Protocol is a client of Fundstrat and receives Fundstrat's published research reports. Virtuals Protocol has commissioned Fundstrat for a specific research project and has permissions to distribute. This event and reports included are intended for research and educational purposes. Full disclosures available here:

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Anthony Scaramucci (Anthony Scaramucci): CZ called a super cycle, ETFs arrived, Trump came in - and Bitcoin is still down over 50% from the top. What broke? Tom Lee (Thomas (Tom) Lee (not drummer) FundstratDirect.com): nothing. A 50%-plus drawdown is the correction phase of the 4-year cycle, not a bear market. He dates the historical re-entry window to August-October 2026, with $50-60K as where long-term buyers reload. Prices near $58-59K are already in the zone.

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