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

We understand war headlines make investors nervous, but we expect stocks to be up in March: - led by MAG7, software $IGV and crypto $BTC $ETH Great speaking with @JoeSquawk @BeckyQuick on CNBC @SquawkCNBC today PS: as discussed, BitMine @BitMNR continues to steadily buy $ETH every week @fs_insight @FundstratCap

How long until agentic payments overtake human payments?

$ETH

🚨 NEW: Tom Lee explains why on March 19th 2026 the Ethereum bottom is likely in and why $ETH price will skyrocket going forward. "ETH is mirroring the S&P500 in 2011 & 1987" HERE👇 (explained in 3 minuted):

Today marks a major milestone for MYRIAD. We’re accelerating our vision in building sharper, deeper and more accessible information markets.

LATEST: 🚨 SENATE BANKING COMMITTEE CHAIR TIM SCOTT SAYS CLARITY ACT COULD SEE STABLECOIN YIELD COMPROMISE THIS WEEK

Loved interviewing @fundstrat at our @NewEdgeWealth Annual Partners Conference. Big thanks to Tom and the teams at @FundstratDirect and @BitMNR for an incredibly insightful, high-value discussion. 🚀

TOM LEE @fundstrat Growth stocks continue to outperform even as Iran war timeline keeps extending $APD $KLAC $MSTR $CVX $PWR Fundstrat Granny Shots ETFs $GRNY $GRNJ $GRNI Weekly Update Video - March 15, 2026 🔗: youtu.be/XWjI8gfNmHI

WOW. My interview with @SecScottBessent has crossed **25 MILLION** views in just 5 days (including shorts). You can find the full 50 minute conversation via the links below YT: youtu.be/zq_L011kMLs?si… Apple: podcasts.apple.com/gb/podcast/the… Spotify: open.spotify.com/episode/1n5QRd…

📸@fundstrat’s Tom Lee and @RobSechan at @NewEdgeWealth's annual National Partner Conference!

Erik Vorhees: “ETH is still the king, and I don’t see it being dethroned" The founder of ShapeShift and Venice AI is asked if Ethereum was a “sustainable ecosystem.” He replies: “I think [Ethereum] is more than sustainable. I think it is the clear winner of the smart contract innovation. It actually wasn’t the first mover in smart contracts, but it was the first one to achieve any sort of scale with smart contracts. What’s most important about Ethereum isn’t so much the first-mover advantage as much as it is the network effect it has had since it was released.” Erik continues: “I think both Bitcoin and Ethereum have achieved a network effect that is close to unassailable. People have gotten distracted with some of these other L1s, but if you look at metrics like where the developers are and where stablecoin volumes are, these are hard to fake metrics that are very important. They’ve always been predominantly on Ethereum. It’s not even close. I’m glad that other people tried to build L1s. The process of innovation and competition is really important. But ETH is still the king, and I don’t see it being dethroned. It has had various scaling challenges — the patchwork of L2s and the UX problems between them sucks. But I have a suspicion that Base is going to end up becoming the predominant L2 on top of the predominant L1 of ETH and that vertical is going to be very powerful and very strong. So yes, I’m always bullish on ETH in the same way I’m always bullish on Bitcoin.” However, Erik warns that if Base loses its permissionlessness it “will flounder and deserves to die”: “Base has designed things very well. It has gotten a lot of adoption and very quickly became the major L2 even though it was not the first mover. I think it’s gaining a network effect pretty quickly. It obviously has a very powerful corporate ally in Coinbase, and to the degree that Coinbase does not abuse that privilege, that’s a very good privilege. Abuse here means: if Coinbase tries to exert control over base such that it loses its permissionlessness, then it will flounder and deserves to die. But Coinbase has been a very good actor in this regard, and they deserve a lot of credit for demonstrating the principles of decentralization and permissionless innovation in several parts of what they do. Obviously the centralized exchange is not that, but it’s not trying to be either.” Source: @CoinDesk (Dec 2025)

There was a thesis that all banks are ledgers and will inevitably become chains connected to the global Ethereum superchain. Over $8 trillion in deposits at regional U.S. banks to bring onchain. Just getting started.

Ethereum outperformed the S&P 500 by 2,450bp since the Iran war started - $ETH best performing asset since 2/27 - $BMNR advisor @DeMarkAnalytics Tom DeMark saw bottom window 3/7 to 3/14 - ETH bottoms have been V-shaped Ethereum is the future of finance

@HHorsley @HHorsley this is great news and reflects the quality and strength of the bitwise team

Proud of this — Bitwise staking team ("Bitwise Onchain Solutions") does fantastic work. Delighted to both help investors invest in networks, and participate in them.

Great convo @seemacnbc

I sat down exclusively with @PalantirTech CEO Alex Karp on @CNBC. He says Palantir’s AI technology is giving the U.S. and our allies a critical edge in the Middle East war. Full story: cnbc.com/2026/03/12/pal… Video: cnbc.com/video/2026/03/… $pltr

This is a great episode by @WilfredFrost and his convo with @SecScottBessent - this is the episode where Scott had to step away for a meeting with the administration

Peter is known for his patience and discipline To me, its signal that he is highlighting $ETH

Agree 👍

This week's update shows that at @BitMNR, we are accumulating steadily, collaborating with @ethereum in the process (buying 5K ETH from them) and making strategic investments ($ORBS), all while being fully prepared ($1.2B of cash) to benefit from the upcoming end of the "crypto winter."

$11.5b total assets $BMNR