Tom Lee Tracker (Not actually Tom)

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Tom Lee Tracker (Not actually Tom)

Tom Lee Tracker (Not actually Tom)

@TomLeeTracker

Daily updates on Tom Lee’s market insights/research, the Fundstrat GRNY ETF, and BMNR. | Not affiliated with Tom Lee, Fundstrat or BMNR.

Reach My Audience → Katılım Ağustos 2025
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Tom Lee Tracker (Not actually Tom)
Tom Lee Tracker (Not actually Tom)@TomLeeTracker·
TOM LEE AND BITMINE $BMNR JUST UPDATED THEIR ETHEREUM HOLDINGS Here are the updated holdings: 5,770,038 $ETH up from 5.7M on July 6th 206 Bitcoin $BTC $482M cash $180M stake in Beast Industries $69M stake in Eightco $ORBS Tom Lee and BMNR now own 4.8% of the total Ethereum supply
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Tom Lee Tracker (Not actually Tom)
Tom Lee Tracker (Not actually Tom)@TomLeeTracker·
TOM LEE: THE EMERGING MARKET SELLOFF IS JUST NORMAL CONSOLIDATION IN A BIGGER BULL PICTURE After a year of extraordinary gains, a pullback in Korea and Taiwan shouldn't surprise anyone: - Emerging markets, especially Korea and Taiwan, have been extraordinary performers over the past year - Even long-term investors should expect some profit taking or consolidation after a run like that - Zooming out to the secular AI story, the selloff looks sizable but is probably just normal consolidation within a bigger bull picture
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Tom Lee Tracker (Not actually Tom)
Tom Lee Tracker (Not actually Tom)@TomLeeTracker·
TOM LEE'S BITMINE NOW HOLDS 4.8% OF THE ENTIRE ETHEREUM SUPPLY $BMNR has quietly grown into a ~$8.5B company, closing in on its goal of owning 5% of all ETH. Meanwhile "crypto stocks" are still 84% Tesla. The 15 most valuable crypto-exposed companies are worth $1.8T combined, and Tesla is $1.5T of that alone. One stock owns the headline. Another is stacking the actual coins. Which crypto-exposed stock are you watching most? Thanks to our partners at Leverage Shares for the graphic.
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Leverage Shares ETPs EU@LeverageShares

Crypto exposure is becoming increasingly concentrated. While $TSLA now accounts for 84% of the combined market cap of the world's 15 largest crypto-exposed companies, newer names are quickly emerging. $BMNR has already grown into an $8.5B company while accumulating roughly 4% of the entire ETH supply. Which crypto-exposed stock are you watching most?

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WOLF Bitcoin
WOLF Bitcoin@WOLF_Bitcoin_·
2x Long $SKHX and 2x Short $SKHZ 👀👀
FSMN@faststocknewss

SAME AI MODEL, SAME PROMPT: THE $200 A MONTH PLAN THOUGHT FOR 16 MINUTES. PAY-BY-TOKEN THOUGHT FOR 4 HOURS AND 36 MINUTES That gap is the whole AI trade right now, according to @stocktalkweekly, who joined Gav on the WOLF stream Friday and explained why your chatbot has felt dumber lately. The models didn't get worse. The tokens got scarce. The labs are compute constrained, and in his words, the way people should read compute constrained is token constrained. When tokens are scarce, they flow to whoever pays the most for them, and that's not free users or $20 subscribers. It's enterprises paying by the token at scale. His prediction: frontier labs become "the errand boys for enterprise," and everyday users see less of the advancement while companies see the real productivity gains. He'd know. He runs pay-by-token for research, sometimes feeding a model 100 SEC filings and letting it work overnight, and his API bill ran north of $4,000 last year. On pricing, he thinks token costs stay sticky even as supply comes online, the same way PlayStation prices never came back down after inflation. More availability, same price, slightly better free tiers.

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Tom Lee Tracker (Not actually Tom)
Tom Lee Tracker (Not actually Tom)@TomLeeTracker·
TOM LEE: THE MARKET SELLOFF DURING THE WAR PROVED TO BE A BUYING OPPORTUNITY Investors were unsettled as conflict escalated, but the drop didn't last: - From February through April, as the war escalated and markets tumbled, it turned into a good buying opportunity for stocks - You may not want the US at war, and it may make you nervous about what you hold, but the economy held up - The period ended in a V-shaped recovery, with war proving somewhat good for the economy
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Tom Lee Tracker (Not actually Tom)
Tom Lee Tracker (Not actually Tom)@TomLeeTracker·
TOM LEE: INFLATION HAS COME IN BETTER THAN EXPECTED 7 OF THE LAST 8 REPORTS The theme he wants to zone in on for the second half is a weakening inflation trend: - Seven of the last eight CPI reports beat expectations, with April the only shock, driven by the Iran war hitting petroleum and supply chains - May came in as a downside reading, with inflation now at 2.85% year over year - Easier comparisons are coming for June, July, and August, because last year's tariff-war months ran hotter
Polymarket Money@PolymarketMoney

BREAKING: U.S. inflation posts its first monthly decline since 2020.

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Tom Lee Tracker (Not actually Tom)
Tom Lee Tracker (Not actually Tom)@TomLeeTracker·
Let's hope CNBC gets to use the "Markets Rally" tag again soon
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Wedbush Funds@WedbushFunds

Behind TGLR: Nancy Tengler The portfolio manager behind TGLR is Nancy Tengler — CEO and CIO of Laffer Tengler Investments and one of the most recognized voices in active equity management. As sub-adviser portfolio manager for the Wedbush LAFFER|TENGLER New Era Value ETF, Nancy brings a disciplined, research-driven investment philosophy focused on high-quality large-cap companies with attractive valuations, growing free cash flow, and the balance sheet strength to perform through market cycles. Learn more about TGLR at wedbushfunds.com/funds/TGLR.

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Tom Lee Tracker (Not actually Tom)
Tom Lee Tracker (Not actually Tom)@TomLeeTracker·
SK HYNIX HAS BEEN ONE OF THE WILDEST TURNAROUND STORIES IN THIS ENTIRE MARKET In Q1 of this year alone, the company made more profit than it brought in revenue during all of 2023. Annualized, that would be more than $100B in profit. Now you can trade that story from both sides. The 2x Long and 1x Short SK Hynix ETFs from my partners at Leverage Shares start trading today. $SKHX gives you 2x the daily move $SKHZ gives you -1x the daily move Disclosure: Leverage Shares is a Partner of the page. This post is for informational purposes only, not investment advice. Leveraged and Inverse ETFs are made for traders who know what they’re doing not long term investors
Leverage Shares ETFs@LeverageETFs

The wait is over. Two ways to trade SK Hynix are now live: ➜ $SKHX: 2x the daily move ➜ $SKHZ: -1x the daily move Trade the memory cycle from either side — with management fees 40% lower than the market average.

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WOLF Bitcoin
WOLF Bitcoin@WOLF_Bitcoin_·
ARTHUR HAYES THINKS AN AI BUBBLE COULD BE THE THING THAT SENDS BITCOIN bitcoin:native TO $1 MILLION His logic runs through a crash, not a boom: He mocks the AI hype, the pitch that we're "creating a God" and labor collapses to zero. The tech may be right eventually, he says, just not in the next two years. At some point the market finds out it malinvested. He thinks that reckoning could be bigger than subprime. Here's the connection. Subprime, in his telling, is what created Bitcoin. Satoshi's paper was a reaction to bailouts and a debased dollar. So if an AI bust brings the same backlash and money printing, he sees history rhyming: $1 million Bitcoin, maybe Ethereum ethereum:native at $100,000 to $200,000.
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Tom Lee Tracker (Not actually Tom)
Tom Lee Tracker (Not actually Tom)@TomLeeTracker·
TOM LEE: THE WEAK JOBS REPORT IS ACTUALLY GOOD NEWS ON INFLATION Wage inflation is at the heart of what the Fed worries about, and the labor market just cooled: - June jobs came in at 57,000, a big miss against the 113,000 the street expected, plus a downward revision of 74,000 over the prior two months - A weak labor number diminishes the inflation coming from wages - The revisions hit retail and food service hiring, exactly the high-service areas where wage inflation would show up in CPI
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Tom Lee Tracker (Not actually Tom)
Tom Lee Tracker (Not actually Tom)@TomLeeTracker·
TOM LEE: MARGIN DEBT JUST JUMPED 55% YEAR OVER YEAR, AND THAT USUALLY MEANS TROUBLE A cohort of investors borrowing to trade has piled in fast, and history says the market reacts: - Margin debt is up 55% year over year, a tremendous rise, with a big jump in just the last two months - The last time it ran over 50% was last October, and markets consolidated right after - Since 1960, every time margin debt jumped over 50%, the market consolidated, five out of six times, the only exception being 2021
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Tom Lee Tracker (Not actually Tom)
Tom Lee Tracker (Not actually Tom)@TomLeeTracker·
@Temaetfs Photonics is becoming one of the cleaner AI infrastructure angles. As data centers scale, moving data faster and more efficiently matters just as much as compute
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Tema ETFs
Tema ETFs@Temaetfs·
As AI accelerates, copper connections are struggling to keep pace. Photonics and optical technologies use light to move data faster. Explore the opportunity: tema.us/447W1rG
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Tom Lee Tracker (Not actually Tom)
Tom Lee Tracker (Not actually Tom)@TomLeeTracker·
TOM LEE ON THE FOUR-YEAR CYCLE: THE BITCOIN BOTTOM COULD BE THIS FALL He points to the same window the market keeps circling: - If it's a four-year cycle, the low lands around October, roughly four months out - That's the timing social media keeps landing on too, Q3 into Q4 - Trying to time it on the four-year cycle isn't a bad idea, since it has worked before
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Tom Lee Tracker (Not actually Tom)
Tom Lee Tracker (Not actually Tom)@TomLeeTracker·
Tom Lee speaks on the Quantum issue with Bitcoin
WOLF Bitcoin@WOLF_Bitcoin_

🚨 FUNDSTRAT'S TOM LEE SAYS THE REAL QUANTUM COMPUTING THREAT TO BITCOIN IS NOT WHAT ANYONE IS TALKING ABOUT And the options for solving it are all uncomfortable. Here's what he said: "The challenge for quantum for Bitcoin is not that Bitcoin can become quantum resistant. It really has to do with how to handle the number of legacy wallets. As much as a third of all the Bitcoin sits in legacy wallets that need to be upgraded." Then he laid out the options being debated: "Do they fork the chain? Do they burn Satoshi's Bitcoin? Are there other ways to whitelist or protect the coin so that if a quantum system starts to exploit those legacy wallets and takes 50 Bitcoin at a time, could you make it impossible to spend?" His conclusion: "I don't know the answer. I do think the Bitcoin community knows they're gonna have to solve that." One third of all Bitcoin. Sitting in wallets that quantum could theoretically drain. The protocol upgrade is the easy part. Deciding what to do with Satoshi's coins is the conversation nobody wants to have.

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WOLF Bitcoin
WOLF Bitcoin@WOLF_Bitcoin_·
RAOUL PAL SAYS THE DEBT CYCLE IS QUIETLY SPLITTING PEOPLE INTO WINNERS AND LOSERS. HERE'S HIS ARGUMENT It comes down to what you own versus what you earn: His starting point: Governments are using liquidity to offset their debt. In his words, printing money to pay debt is like using one credit card to pay another. Why that splits people, in his view: The wealthy tend to own assets, and assets rise as the currency loses value. He puts that debasement at least 8% a year. Everyone else leans on income tied to GDP growth, which doesn't keep pace with that debasement. So the same force that inflates asset prices quietly leaves wage earners behind. The scale behind his point: He says the US has around $10 trillion of debt to roll over in the next 12 months, which keeps the pressure to add liquidity firmly in place.
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Tom Lee Tracker (Not actually Tom)
Tom Lee Tracker (Not actually Tom)@TomLeeTracker·
@Temaetfs $NASA holding the real leaders here. A good example of an ETF from our partners at Tema giving investors the core of the trade in one ticker
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Tema ETFs
Tema ETFs@Temaetfs·
Top 10 holdings in $NASA as of July 10th, 2026. Visit tema.us/4w6f9Ts for current holdings and full prospectus. Distributed by Vigilant Distributors LLC.
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Tom Lee Tracker (Not actually Tom)
Tom Lee Tracker (Not actually Tom)@TomLeeTracker·
GRAYSCALE SORTED MAJOR CRYPTO NARRATIVES BY WHAT EACH ASSET IS ACTUALLY FOR Every asset has its narrative. Here's how they framed it: Bitcoin bitcoin:native: digital money Ethereum ethereum:native: the world computer XRP ripple:native: global payments Solana solana:So11111111111111111111111111111111111111112: high performance Chainlink base:0x88fb150bdc53a65fe94dea0c9ba0a6daf8c6e196: tokenization and oracles Ethereum got the "world computer" label, the base layer where applications, tokenization, and onchain finance get built. It's the kind of framework Grayscale's research team, led by Zach Pandl, uses to map how institutions think about each network's actual job. Our partner Grayscale runs regulated investment products across all these assets, so the categories double as a map of where institutional money can already go.
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Keşfet

@WOLF_Bitcoin_ @Temaetfs @elonmusk @BarackObama @taylorswift13 @cristiano @BillGates @NASA