Fundstrat Direct
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Fundstrat Direct
@FundstratDirect
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@FundstratDirect Probably a coincidence, but everyone is wearing blue ties, I love it! Congrats on the partnership, @FundstratDirect! Your research has made a very positive financial impact in my life, I am sure you will do the same for others at a global level.
KGI Securities announces partnership with Fundstrat taipeitimes.com/News/biz/archi…
Strategy Sells $400M of Stock w/ Fundstrat’s Sean Farrell x.com/i/broadcasts/1…
I interviewed with @fundstrat Tom Lee nearly 6 years ago. At the time, I was uber hyped on #ETH and blockchain, and while I had an accounting background, macro research was not my strength. Here's the line from that interview I'll never forget.... - Me: I'm confident in my understanding of crypto markets, but not really familiar with traditional financial markets. - Tom: It will all eventually be the same market. For one ☝️, this immediately displayed the ethos of innovation within @FundstratDirect / @FundstratCap And two ✌🏻, Tom was EXACTLY right. Nearly 6 years ago... when crypto was laughable within the walls of traditional financial institutions. When Tom Lee makes a statement with conviction, listen. (@vladtenev in 2026👇🏼)
Robinhood CEO: In the future there will be no distinction between crypto and traditional finance “I think that crypto technology has so many advantages over the traditional way we’re doing things that in the future there will be no distinction. It’s kind of how technology itself was viewed as a sector of the economy for a very long time… I think crypto will go through the same transition where we’re still thinking about it in its own bucket but eventually everything will be on-chain in some form or another and the distinction will disappear.” Robinhood CEO Vlad Tenev explains why this transition is taking so long: “I think the challenge with traditional finance — particularly on the infrastructure layer — is they have a lot of stakeholders, and if you think about where they generate the bulk of their revenue, it’s not from crypto-related initiatives. And a lot of these stakeholders, because they’re quite big, are going to be resistant and slower to adopt technologies. They’re going to be late adopters. They’re going to wait until it’s proven before adopting it, and that’s why we [Robinhood] have had to do greater vertical integration than we would normally want to do in TradFi. We acquired Bitstamp. We have our own exchange. And we have our own chain because I don’t think — to be at the frontier of crypto — you can rely on traditional infrastructure providers. I think they’ll get there eventually but it will take a very long time.” Ethereum will be the global settlement layer for this new financial system, and ETH will be its money. ETH is the base pair for trading on The Robinhood Chain, the highest volume asset, and the gas token to pay for blockspace. Source: @token2049 (Oct 2025)
