Thomas (Tom) Lee (not drummer) FundstratDirect.com (@fundstrat) - Twitter Profili

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Thomas (Tom) Lee (not drummer) FundstratDirect.com@fundstrat·5d

An observation, Point 1: stocks higher on bad news 📰 - from mid-March, $oil rose from $87 to $116 - S&P 500 $SPY rise from 6,300 to 6,600 - stocks rose even as Iran war progress worse Point 2: positive inflection ‘rate of change’ 📈 - yesterday proposed ceasefire - is a positive ‘rate of change’ inflection - even if this is not definitive - stocks rose >2%, oil down -15% - $VIX under 20 Hence, our rationale why ‘bottom is in’ Great speaking with @ScottWapnerCNBC on @CNBCClosingBell today @FundstratDirect @FundstratCap @BitMNR $BMNR

CNBC's Closing Bell@CNBCClosingBell

Is the market bottom in? Here's why @fundstrat's Tom Lee thinks so: cnbc.com/video/2026/04/…

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SamAlτcoin.eth ☀️@SAMALTCOIN_ETH·7h

$ETH "ONE OF THE GREATEST CHARTS OF ALL" Bitcoin’s era of absolute market capture is structurally declining. @RaoulGMI breaks down why the "everything bleeds against Bitcoin" era is a myth. With the ISM officially flipping green, we've entered a structural regime shift. The ETH/BTC cross starts outperforming when the business cycle turns higher. It's turning. AI agents are routing around Bitcoin entirely — stablecoins, payments, smart contracts all compounding on L1 with proven network effects. Ethereum going to zero is essentially zero probability. The rotation is just getting started. 📈

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Bitmine (NYSE-BMNR) $ETH@BitMNR·9h

ETH / BTC ratio recovering to pre-Iran war - now highest levels since Jan 2026 - bullish for $ETH @BitMNR $BMNR

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Thomas (Tom) Lee (not drummer) FundstratDirect.com@fundstrat·9h

Bitmine uplisting to ‘big board’ @NYSE facilitates and enables institutional investors access to $BMNR

blocknotify@blocknotify_com

📰 Bitmine (BMNR) Amasses $10.7B Ethereum Treasury Following NYSE Upgrade Bitmine (BMNR) now controls 4.87M ETH worth $10.7B—4% of total supply—generating $212M annually through staking as stock trades down 32% YTD. The post Bitmine... Source: Blockonomi blockonomi.com/bitmine-bmnr-a…

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Santiment@santimentfeed·12h

📈 Ethereum has jumped as high as $2,391, and its price dominance against Bitcoin is officially at its highest level since late January. According to funding rates across exchanges, there are some familiar $ETH greed signals. 🔗 Link to Santiment chart: app.santiment.net/s/sQv8oGAh?utm…

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Thomas (Tom) Lee (not drummer) FundstratDirect.com@fundstrat·20h

Progress = good

Stock Talk@stocktalkweekly

*VICE PRESIDENT JD VANCE: WE MADE SIGNIFICANT PROGRESS IN TALKS WITH IRAN... BALL IS NOW IN TEHRAN'S COURT... WE EXPECT THEY WILL MOVE TOWARD OPENING THE STRAIT OF HORMUZ

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Al Jazeera Breaking News@AJENews·21h

BREAKING: Iran says it could suspend Uranium enrichment for up to five years, an offer the Trump administration has rejected, insisting on 20 years, according to two senior Iranian officials and one US official.

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Thomas (Tom) Lee (not drummer) FundstratDirect.com@fundstrat·22h

@mikealfred 🥰🥰🥰🥰

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Mike Alfred@mikealfred·1d

My homie @fundstrat says ETH is the best performing asset since the start of the Iran conflict, gaining 17.4% and outperforming the S&P 500 by 1830 basis points. It is also outperforming gold by 2,743 basis points. Do not fade Tom Lee.

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Fundstrat Direct@FundstratDirect·1d

Don’t miss @fundstrat’s Tom Lee live on @PowerLunch with @SullyCNBC at 2:10pm ET! Tune in 📺

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BMNR Bullz@BMNRBullz·23h

TOM LEE: THE MARKET IS ALREADY LOOKING PAST THE WAR Defense spending is offsetting more than the oil shock is hurting. That is supporting earnings. Markets bottom before the news does. TOM LEE says if Iran risk eases, stocks can move higher fast. 🔹 Energy security 🔹 Sovereign security 🔹 Cyber security That is where the money goes next.

BMNR Bullz@BMNRBullz

TOM LEE: WE’RE 90–95% THROUGH THE SELL OFF “I’d buy the market today.” That’s the call right now. It all comes down to positioning. 🔹 VIX: above 30 🔹 AII sentiment: bulls minus bears ~-20 🔹 Goldman: hedge fund selling = capitulation 🔹 Since 1900: markets bottom early in wars (~first 10%) Too many investors have already de-risked. When positioning gets this neutral, the market doesn’t need good news. Just less bad news to trigger a V-shaped recovery.

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Ryan Detrick, CMT@RyanDetrick·1d

It is rare to see a 7-day win streak that also gains >7%. In fact, up 10% three months later would say to see an acceleration higher here could be the play. The past 30 years it only happened 3 other times and the worst stocks did 6 months later was nearly a 19% gain.

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Fundstrat Direct@FundstratDirect·1d

The U.S. blockade of Iran is officially underway. 15+ warships. Oil is rising. No deal yet. Last month @fundstrat's Tom Lee and @MarkNewtonCMT covered war, oil, gold, crypto and top stock ideas for the month. This month they do it again on April 23rd. Request your invite: research.fundstratdirect.com/macro-update-t…

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Bitmine (NYSE-BMNR) $ETH@BitMNR·1d

5/ As of April 12, 2026, Bitmine total staked ETH stands at 3,334,637 ($7.4 billion at $2,206 per ETH). Fully staked, annualized ETH rewards now reaching $310 million. Total staked $ETH by week: - 4/12/26: 3,334,637 ETH - 4/5/26: 3,334,637 ETH - 3/29/26: 3,142,643 ETH - 3/22/26: 3,142,643 ETH - 3/15/26: 3,040,515 ETH - 3/8/26: 3,040,483 ETH - 3/1/26: 3,040,483 ETH - 2/23/26: 3,040,483 ETH - 2/17/26: 3,040,483 ETH - 2/8/26: 2,897,459 ETH - 2/1/26: 2,897,459 ETH - 1/26/26: 2,009,267 ETH - 1/19/26: 1,838,003 ETH - 1/11/26: 1,256,083 ETH - 1/4/26: 659,219 ETH - 12/28/24: 408,627 ETH This is a portion of the 4.5 million ETH held by Bitmine. The CESR (Composite Ethereum Staking Rate, administered by Quatrefoil) is 2.73% and BMNR 7-day yield is 2.89%.

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Badie@Badie912·1d

$bmnr annualized staking rewards will be over $300 million annually when all of the $eth they currently have is staked. That is profitability. Imagine how high this number balloons to when $eth price improves. It will be one of the most successful companies in the world. Management executes each and every week!

Bitmine (NYSE-BMNR) $ETH@BitMNR

5/ As of April 12, 2026, Bitmine total staked ETH stands at 3,334,637 ($7.4 billion at $2,206 per ETH). Fully staked, annualized ETH rewards now reaching $310 million. Total staked $ETH by week: - 4/12/26: 3,334,637 ETH - 4/5/26: 3,334,637 ETH - 3/29/26: 3,142,643 ETH - 3/22/26: 3,142,643 ETH - 3/15/26: 3,040,515 ETH - 3/8/26: 3,040,483 ETH - 3/1/26: 3,040,483 ETH - 2/23/26: 3,040,483 ETH - 2/17/26: 3,040,483 ETH - 2/8/26: 2,897,459 ETH - 2/1/26: 2,897,459 ETH - 1/26/26: 2,009,267 ETH - 1/19/26: 1,838,003 ETH - 1/11/26: 1,256,083 ETH - 1/4/26: 659,219 ETH - 12/28/24: 408,627 ETH This is a portion of the 4.5 million ETH held by Bitmine. The CESR (Composite Ethereum Staking Rate, administered by Quatrefoil) is 2.73% and BMNR 7-day yield is 2.89%.

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Thomas (Tom) Lee (not drummer) FundstratDirect.com@fundstrat·1d

The ‘war bottom’ likely in 👇

Fundstrat Capital@FundstratCap

Tom Lee @fundstrat The bottom is likely in: 3 signs the fog of war is lifting. Fundstrat Granny Shots ETFs #GRNY #GRNJ #GRNI Weekly Update Video - April 6, 2026 Check full video🔗: youtu.be/urzHwmjzLcU

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Fundstrat Capital@FundstratCap·1d

Tom Lee @fundstrat The bottom is likely in: 3 signs the fog of war is lifting. Fundstrat Granny Shots ETFs #GRNY #GRNJ #GRNI Weekly Update Video - April 6, 2026 Check full video🔗: youtu.be/urzHwmjzLcU

YouTube

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Tom Lee Tracker (Not actually Tom)@TomLeeTracker·1d

TOM LEE: 3 REASONS THE BOTTOM IS IN - Stocks bottom within the first 10% of a war, true across 8 conflicts in 125 years - End of March: oil up, S&P still rose 5%, inverse correlation broke - VIX back below 20 for the first time since the war started

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RYAN SΞAN ADAMS - rsa.eth 🦄@RyanSAdams·1d

Quite incredible. Last summer @fundstrat came on @Bankless and told us he was aiming for 5% of all ETH. I didn’t believe it - a lofty goal I expected to take a decade to play out, if it happened at all. He’s on track to hit 5% it in less than a year. 1% to go. Bullish ETH.

Thomas (Tom) Lee (not drummer) FundstratDirect.com@fundstrat

Congrats Bitmine team @BitMNR for reaching 4% of $ETH coin supply!!! - on track to reach 'the alchemy of 5%' $BMNR

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Fundstrat Direct@FundstratDirect·1d

In 30 min: @fundstrat’s Tom Lee live on @PowerLunch with @SullyCNBC 👇