Tom Lee Tracker (Not actually Tom)

Quick take on the SEC's new interpretive guidance on crypto assets from Grayscale's research blog The Stack: grayscale.com/the-stack (with extensive input from @CraigSalm & @JakeKarlsruher) 🧵⬇️

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WOLF Bitcoin@WOLF_Bitcoin_

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Tom Lee Tracker (Not actually Tom)@TomLeeTracker·10h

TOM LEE SAYS ETHEREUM WILL GET TO $62,000

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Tom Lee Tracker (Not actually Tom)@TomLeeTracker·15h

"WE'RE GOING ON 8 STRAIGHT DAYS OF BITCOIN ETF INFLOWS."

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

Stablecoin are NOT considered securities under the Clarity act

SEC CHAIR CONFIRMS: “These 4 asset categories are NOT deemed as securities, digital commodities, digital collectibles, digital tools, and STABLECOINS under the Genius Act” x.com/AltcoinDaily/s…

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

The T-REX 2x Long BMNR ETF $BMNU was the 2nd most traded ETF today 👀

ETF Tracker@TheETFTracker

Here are the most active ETFs in the United States 🇺🇸 today 🥇 $TZA Direxion Daily Small Cap Bear 3X Shares 🥈 $BMNU T-REX 2X Long BMNR Daily Target ETF 🥉 $BITO ProShares Bitcoin ETF

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@jobyaviation #ReadyToWork

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

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Joby Aviation@jobyaviation·2d

Global headlines. Groundbreaking tech. One incredible team. We’re scaling fast and looking for dynamic flight test mechanics who can see the bigger picture. If you’ve got the drive to build the future of flight, we want to hear from you! jobyaviation.com/careers

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

Ill go with how Tom Lee spells it

It's official: "onchain" not "on-chain" Footnote 1 from SEC guidance yesterday

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

The Fed decided to leave rates unchanged

REX Shares@REXShares

BREAKING The Fed has decided to leave rates unchanged at a target rate of 3.50-3.75%.

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

Wen moon

FOMC TLDR *Higher growth, higher inflation, same number of cuts *No dissent for cut from Gov Waller

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

You can read the whole @ethereumfndn mandate here ethereum.foundation/ef-mandate.pdf

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WOLF Crypto@WOLF_Crypto_X

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

THE ETHEREUM $ETH FOUNDATION JUST RELEASED ITS MANDATE

THE ETHEREUM $ETH FOUNDATION JUST RELEASED ITS MANDATE Ethereum is "The World Computer" "Anyone can interact with [it] trustlessly, permissionlessly, and persistently." "Ether is a store of value and money, that also happens to be an application."

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WOLF Crypto@WOLF_Crypto_X

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

TOM LEE SAYS HIGHER OIL IS BULLISH FOR 🇺🇸 STOCKS - 93% chance oil tops $100 by June - Strait of Hormuz cuts supply to China, India, Japan, Korea, Europe, not the US - When growth is scarce, growth stocks lead and the US is a growth-heavy index

Themes ETFs@ThemesETFs

⚖️ Oil’s Shock Absorber When oil markets break, reserves step in. History shows they stabilize prices, not reset them. After the initial reaction, crude follows supply, demand, and geopolitics. With Hormuz tensions rising, the same dynamic is back in focus.

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Tom Lee Tracker (Not actually Tom)@TomLeeTracker·2d

ETHEREUM $ETH IS COMING FOR WALL STREET

"CRYPTO MOM", SEC COMMISSIONER HESTER PEIRCE SPEAKS ON TOKENIZATION "It's not the SEC's job to decide how the market moves forward" "Tokenization of money market funds is something that had been worked on for a long time" "Putting things on chain could be quite useful"

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Tom Lee Tracker (Not actually Tom)@TomLeeTracker·2d

Here are the current top holdings of Tom Lee’s $GRNY ETF

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Tom Lee Tracker (Not actually Tom)@TomLeeTracker·3d

@StockMKTNewz

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Evan@StockMKTNewz·3d

Nvidia $NVDA CEO Jensen Huang just said: “The largest percentage of attendees at this GTC is from the financial services industry. I know, I'm hoping it's developers not traders guys.”

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Tom Lee Tracker (Not actually Tom)@TomLeeTracker·3d

$ETH, $BTC, and $SOL accumulation is up across the board since December

The DATs just keep buying

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Tom Lee Tracker (Not actually Tom)@TomLeeTracker·3d

@IncomeShares

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IncomeShares EU@IncomeShares

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IncomeShares EU@IncomeShares·4d

17 new IncomeShares single-stock options ETPs are launching in 5 days: - Bitmine (BMNR) - Super Micro Computer (SMCI) - QUALCOMM (QCOM) - Texas Instruments (TXN) - Marvell Technology (MRVL) - Applied Materials (AMAT) - Lam Research (LRCX) - Analog Devices (ADI) - IREN - ARM - Intel (INTC) - CoreWeave (CRWV) - Circle Internet (CRCL) - Galaxy Digital (GLXY) - Mara (MARA) - Riot (RIOT) - ASML

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Tom Lee Tracker (Not actually Tom)@TomLeeTracker·3d

@TheETFTracker iSpy $BMNR

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IncomeShares EU@IncomeShares

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ETF Tracker@TheETFTracker·3d

17 new IncomeShares single-stock options ETPs are launching in 5 days in the EU 👀

17 new IncomeShares single-stock options ETPs are launching in 5 days: - Bitmine (BMNR) - Super Micro Computer (SMCI) - QUALCOMM (QCOM) - Texas Instruments (TXN) - Marvell Technology (MRVL) - Applied Materials (AMAT) - Lam Research (LRCX) - Analog Devices (ADI) - IREN - ARM - Intel (INTC) - CoreWeave (CRWV) - Circle Internet (CRCL) - Galaxy Digital (GLXY) - Mara (MARA) - Riot (RIOT) - ASML

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Tom Lee Tracker (Not actually Tom)@TomLeeTracker

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Tom Lee Tracker (Not actually Tom)@TomLeeTracker·3d

@LowBeta He bought some more x.com/TomLeeTracker/…

JUST IN: TOM LEE AND BITMINE $BMNR INVESTED ANOTHER $80M INTO $ORBS SO IT CAN BUY A STAKE IN OPENAI ... Here is Bitmine's updated holdings - 4,595,562 Ethereum $ETH up from 4.53M ETH on March 9th - 196 Bitcoin $BTC - $1.2B Million of unencumbered cash - $200 Million stake in Beast Industries - $83M stake in Eightco Bitmine increased its investment into Eightco $ORBS by $80M to support ORBS $50M purchase of OpenAI equity ... ORBS is now the only publicly listed equity in the world to give investor direct exposure to OpenAI Bitmine acquired 5,000 ETH from the Ethereum Foundation (EF) to enable EF to fund its core operations

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