[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @fundstrat Thomas (Tom) Lee (not drummer) FSInsight.com Thomas (Tom) Lee of FSInsight.com has been highlighting the significance of stablecoins and Ethereum in the crypto space. He notes that stablecoins are a successful crypto product with $XXX billion in total assets, and Ethereum is the backbone of stablecoins, benefiting from their growth. Lee also emphasizes the convergence of traditional finance and crypto, led by stablecoins. ### Engagements: XXXXXXX [#](/creator/twitter::2648357839/interactions)  - X Week XXXXXXXXX +63% - X Month XXXXXXXXXX +159% - X Months XXXXXXXXXX +117% - X Year XXXXXXXXXX +38% ### Mentions: XX [#](/creator/twitter::2648357839/posts_active)  - X Week XXX +14% - X Month XXX +128% - X Months XXX +59% - X Year XXX +22% ### Followers: XXXXXXX [#](/creator/twitter::2648357839/followers)  - X Week XXXXXXX +3.10% - X Month XXXXXXX +8.60% - X Months XXXXXXX +21% - X Year XXXXXXX +43% ### CreatorRank: XXXXXX [#](/creator/twitter::2648357839/influencer_rank)  ### Social Influence [#](/creator/twitter::2648357839/influence) --- **Social category influence** [cryptocurrencies](/list/cryptocurrencies) #55 [stocks](/list/stocks) #429 [finance](/list/finance) #411 [technology brands](/list/technology-brands) #2678 [nfts](/list/nfts) #894 [countries](/list/countries) XXXX% [exchanges](/list/exchanges) XXXX% [automotive brands](/list/automotive-brands) XXXX% [social networks](/list/social-networks) XXXX% **Social topic influence** [bmnr](/topic/bmnr) #2, [$bmnr](/topic/$bmnr) #2, [ethereum](/topic/ethereum) #29, [$eth](/topic/$eth) #46, [$btc](/topic/$btc) #63, [$mstr](/topic/$mstr) #77, [bitcoin](/topic/bitcoin) #96, [mstr](/topic/mstr) #92, [strategy](/topic/strategy) #95, [bitmine](/topic/bitmine) #2 **Top accounts mentioned or mentioned by** [@bitmnr](/creator/undefined) [@fsinsight](/creator/undefined) [@fundstratcap](/creator/undefined) [@seanmfarrell](/creator/undefined) [@hardart__](/creator/undefined) [@saylor](/creator/undefined) [@pudgypenguins](/creator/undefined) [@ryansadams](/creator/undefined) [@grok](/creator/undefined) [@cryptohitmann](/creator/undefined) [@bmnroneth](/creator/undefined) [@tino_esqimo](/creator/undefined) [@fundstrats](/creator/undefined) [@marknewtoncmt](/creator/undefined) [@truflation](/creator/undefined) [@cestrianinc](/creator/undefined) [@jesserpound](/creator/undefined) [@cnbc](/creator/undefined) [@ethereumjoseph](/creator/undefined) [@cathiedwood](/creator/undefined) **Top assets mentioned** [BitMine (BMNR)](/topic/$bmnr) [Ethereum (ETH)](/topic/ethereum) [Bitcoin (BTC)](/topic/$btc) [Strategy (MSTR)](/topic/$mstr) [BITMINE IMMERSION TECH (BMNR)](/topic/bitmine) [SBET (SBET)](/topic/$sbet) [Pudgy Penguins (pudgypenguins)](/topic/pudgypenguins) [Circle Internet Group, Inc. (CRCL)](/topic/$crcl) [SharpLink Gaming (SBET)](/topic/sharplink) [Galaxy Digital Inc. (GLXY)](/topic/$glxy) [Semler Scientific, Inc. (SMLR)](/topic/$smlr) [SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) [Apple, Inc. (AAPL)](/topic/$aapl) [Metadium (META)](/topic/$meta) [Tesla, Inc. (TSLA)](/topic/$tsla) [Palantir (PLTR)](/topic/$pltr) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Pudgy Penguins (PENGU)](/topic/pudgy-penguins) [Tether (USDT)](/topic/$usdt) [Fair Isaac, Corp. (FICO)](/topic/$fico) [DeFi Development Corp. (DFDV)](/topic/$dfdv) [Mario Coin (COIN)](/topic/$coin) [Metaplanet Inc. (MTPLF)](/topic/$mtplf) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) ### Top Social Posts [#](/creator/twitter::2648357839/posts) --- Top posts by engagements in the last XX hours "To stay ahead of the Street please get the "first word" at π"  [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1940068203432161662) 2025-07-01 15:21:19 UTC 421.8K followers, 49.5K engagements "this is true π and a reason economy strengthens when Fed resumes cuts"  [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1947264130819256342) 2025-07-21 11:55:21 UTC 423.2K followers, 173K engagements "5/ $ETH also benefit from general rise in risk appetite - small-caps $IWM and ETH move in sync - tailwinds building for small-caps with Fed set cut later in 2025 Fed cuts = liquidity rising = positive for risk assets @BitMNR $BMNR"  [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1945125538021913057) 2025-07-15 14:17:21 UTC 423.1K followers, 47.6K engagements "$AAPL has proven time again and again it has staying power and has made timely moves π₯"  [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1947455551237194073) 2025-07-22 00:36:00 UTC 423.2K followers, 146.6K engagements "FinX Please tune into @SquawkCNBC at 6:10am @JoeSquawk @BeckyQuick @andrewrsorkin - big week for earnings Dont miss it"  [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1947235184153186453) 2025-07-21 10:00:20 UTC 423.2K followers, 77.8K engagements "@CathieDWood pioneered exponential investing early early on $TSLA $PLTR $HOOD $META and most recently $CRCL - her investment and partnership is synergy for $BMNR"  [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1947634422397710661) 2025-07-22 12:26:46 UTC 423.2K followers, 385K engagements "Microstrategy $MSTR Semler Scientific $SMLR created an investment class of #Bitcoin treasury $SBET @ethereumJoseph is the first for Ethereum and bridges crypto-traditional finance in a staking ecosystem. Positively enhances the layer X network @fs_insight @SeanMFarrell #SundayThoughts"  [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1934430315977609309) 2025-06-16 01:58:21 UTC 423K followers, 327K engagements "$GLXY @novogratz Our head of digital assets research @SeanMFarrell sees this as one to watch ππ"  [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1939419762729091304) 2025-06-29 20:24:38 UTC 423.2K followers, 233.6K engagements "A π§΅ on stablecoins and Ethereum 1/ Stablecoins is the singular most successful crypto product and the only one to move into the "real world" with $XXX billion in total assets we are in the earliest days. (keep reading plz) @fs_insight @SeanMFarrell"  [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1938985122583216273) 2025-06-28 15:37:32 UTC 423.1K followers, 600.5K engagements "Dear Exponential Capital - can u please tell me how you can grow your capital when you spend all your time calling tops"  [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1945920105692398015) 2025-07-17 18:54:41 UTC 423.1K followers, 55.5K engagements "$NVDA is a granny shot π¦Ήπ΅ π Ticker: $GRNY"  [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1947454703123706112) 2025-07-22 00:32:37 UTC 423.2K followers, 123K engagements "Pudgy penguins @pudgypenguins πππππππππππ"  [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1946007328760737975) 2025-07-18 00:41:16 UTC 423.2K followers, 140.9K engagements "Amit @amitisinvesting I loved our convo. Lets do it again soon π Happy 4th of July"  [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1941216722318655876) 2025-07-04 19:25:07 UTC 423K followers, 294K engagements "@CathieDWood @ARKInvest @foundersfund @PanteraCapital We are glad to be building the future defi future with @ARKInvest adding to our key partners @mozayyx @foundersfund @PanteraCapital"  [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1947693336212476020) 2025-07-22 16:20:52 UTC 423.2K followers, 11.6K engagements "3/ There are multiple ways $MSTR Treasury DAT strategies grow the token held per share: - issue stock P/NAV (mNAV) = rising token/share - token volatility lowers cost of borrowing = better ROI - use converts/preferred = limited equity dilution By the way - $ETH has higher volatilty than $BTC - so this volatility reduces ETH DAT more than BTC DAT @BitMNR $BMNR"  [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1945914735003611420) 2025-07-17 18:33:20 UTC 423.1K followers, 89.5K engagements "2/ Of the 35X rise in $MSTR price: - 11X due to $BTC Bitcoin rising from $11k to $118k - 25X due to Treasury strategy - aka increase in BTC per share Treasury strategy far more significant than token price gain @BitMNR $BMNR"  [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1945914732658999582) 2025-07-17 18:33:20 UTC 423.2K followers, 203.1K engagements "An ethereum treasury co can increase ones holding of $ETH per share via capital markets staking and selling volatility while an ETH ETF is fixed holding per share Great convo @LJMoynihan @_NYNext @nypost @fundstrat @fs_insight @FundstratCap $BMNR @BitMNR"  [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1943719141107503167) 2025-07-11 17:08:50 UTC 423.1K followers, 82.9K engagements "One of the drivers of upside for equities in 2H25 is P/E expansion: - Fed dovish in 2026 = rising liquidity - $SPY leaders thrived midst X Black Swans π¦’ 2025 - $X trillion cash sidelines Great speaking with @carlquintanilla @LesliePicker @davidfaber on @SquawkStreet @FundstratCap @fs_insight @BitMNR $GRNY $BMNR"  [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1943685892670919084) 2025-07-11 14:56:43 UTC 422.3K followers, 183.5K engagements ""One key performance metric for BitMine $BMNR going forward will be increasing $ETH held per share and also driving reflexive benefits by accumulating a larger share of the supply of ETH Thomas "Tom" Lee newly appointed Chairman of BitMine's Board of Directors. @BitMNR"  [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1943379819367944654) 2025-07-10 18:40:29 UTC 422.7K followers, 135.6K engagements "this is good to see π American economy is resilient and yet we know many 'pundits' claim the US is already in a recession"  [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1946238792446193733) 2025-07-18 16:01:02 UTC 423.1K followers, 76.4K engagements "ummm. did u read the thread and understand it"  [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1945931582860132389) 2025-07-17 19:40:17 UTC 422K followers, 82.6K engagements "This is why an ETH treasury stock can outperform holding ETH π $BMNR @BitMNR"  [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1945933551968424446) 2025-07-17 19:48:07 UTC 423.2K followers, 157.6K engagements "π§΅on ethereum 1/ $ETH +22% past month but down -X% YTD ETH rangebound since 2021 but the rise of stablecoins $CRCL $USDT and Wall Street tokenizing real-world assets is driving up demand for ETH = upside .please read on $BMNR DAT @BitMNR"  [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1945125530241544351) 2025-07-15 14:17:19 UTC 423.2K followers, 904.9K engagements "As Chairman of Bitmine we are glad to be building the future defi future with @ARKInvest adding to our key partners @mozayyx @foundersfund @PanteraCapital Ticker: $BMNR"  [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1947693557256491437) 2025-07-22 16:21:45 UTC 423.2K followers, 66.8K engagements "$ETH = tokenizing real world Starting with stablecoins"  [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1940562091024568606) 2025-07-03 00:03:51 UTC 423.2K followers, 477.8K engagements "Great speaking with @tbpn π Please give it a listen"  [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1940162830856339471) 2025-07-01 21:37:20 UTC 421.8K followers, 83.9K engagements "3/ Head of Digital Assets for Fundstrat @SeanMFarrell notes that transaction activity picking up on ethereum data from @TheBlock__ $BMNR @BitMNR"  [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1945125533865455998) 2025-07-15 14:17:20 UTC 423.1K followers, 31.1K engagements "In this article Steve Cohen of Point72 specifically states: I dont expect you know a significant decline. I think this is possible we can go back toward the lows which is XX% XX% from here so its not a calamity That is expected profit-taking not a calamity as Cohen states #thursdayvibes @fs_insight @FundstratCap"  [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1922982600227905610) 2025-05-15 11:49:13 UTC 422.8K followers, 122K engagements "Ethereum usefulness is growing in 2025 $SBET @ethereumJoseph @SharpLinkGaming"  [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1934583491402105149) 2025-06-16 12:07:01 UTC 422.8K followers, 183.4K engagements "This remains one of the most hated V-shaped rallies and yet we are within X% of all-time highs LINK π @YouTube - short positioning bear sentiment better macro - possible #faceripper rally @fs_insight @FundstratCap #tuesdayvibe"  [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1930104421884502040) 2025-06-04 03:28:48 UTC 421.4K followers, 322.5K engagements "An ethereum treasury co can increase ones holding of $ETH per share via capital markets staking and selling volatility while an ETH ETF is fixed holding per share Great convo @LJMoynihan @_NYNext @nypost @fundstrat @fs_insight @FundstratCap $BMNR @BitMNR"  [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1943713427702374861) 2025-07-11 16:46:08 UTC 423.1K followers, 26.1K engagements "Love this @BitwiseInvest π @pudgypenguins"  [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1946368350474444996) 2025-07-19 00:35:51 UTC 423.2K followers, 97K engagements "Great convo on $ETH and Ethereum treasury strategies $BMNR π But Ethereum enthusiasts believe the crypto is a good bet both because of its inherent value and because of the rewards it offers. And if the heavyweights who bought into BitMine $BMNR are any indication it has serious backers. said @LJMoynihan Lydia @nypost @_NYNext @BitMNR"  [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1943666561400635447) 2025-07-11 13:39:54 UTC 423.1K followers, 98.2K engagements "4/ Crypto is a leading indicator for equities - Bitcoin $BTC leads $SPY by X month - BTC ATH 1/20 SPY ATH 2/19 - BTC ATH 5/22 SPY ATH 6/27 - recent breakout in BTC - good sign for S&P 500"  [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1945125536059064400) 2025-07-15 14:17:21 UTC 423.1K followers, 49.5K engagements "Agree with this π Those who carry an inflation hammer π¨ see inflation nails Beware of cognitive bias"  [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1945337952059449414) 2025-07-16 04:21:25 UTC 422.9K followers, 81.1K engagements "Getting "ETH-pilled" is not a race it's synergy"  [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1945922033453257209) 2025-07-17 19:02:20 UTC 422.8K followers, 75K engagements "The upside for $ETH treasury stocks $BMNR is impacted by how much ETH could rise in the future - $MSTR saw 11X in $BTC from 2020 to 2025 ETH has been rangebound since 2020. but stablecoins are creating the "chatGPT moment" for crypto @BitMNR"  [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1945926671187526090) 2025-07-17 19:20:46 UTC 423.1K followers, 161.1K engagements "π§΅ 1/ On DAT* and BTC/ETH Treasuries *post has consent from @saylor CASE STUDY: $MSTR created the template for crypto treasury. - since 2020 start of $BTC strategy @MicroStrategy - stock gain from $XX to $XXX QUESTION How much is due to BTC rise vs treasury strategy $BMNR @BitMNR"  [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1945914730469609961) 2025-07-17 18:33:19 UTC 423.2K followers, 319.9K engagements "2/ @fundstrat discusses how stablecoins are the "ChatGPT" moment for crypto and Wall Street converging onto ETH on @SquawkCNBC $BMNR @BitMNR"  [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1945125531998982500) 2025-07-15 14:17:20 UTC 423.1K followers, 33.8K engagements "5/ Bitmine announced its ETH treasury strategy on June XX 2025 and closed this transaction on July 9th 2025 @BitMNR $BMNR @CNBC"  [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1945914739323789528) 2025-07-17 18:33:21 UTC 423.2K followers, 102.8K engagements "4/ $MSTR has conducted a series of accretive financings using the above playbook. - by the way - $ETH has higher volatilty than $BTC - so this volatility reduces ETH DAT more than BTC DAT @grok produced the below table (excerpt) @BitMNR $BMNR"  [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1945914737226551739) 2025-07-17 18:33:21 UTC 423.1K followers, 22.4K engagements "$BMNR has strong partners π¦Ύ: @MOZAYYX @foundersfund @PanteraCapital @FalconXGlobal @krakenfx @galaxyhq π₯ Great to be listed @NYSE - most prestigious and storied exchange - lends credibility to any company listed on NYSE - Eth strategy reflects converging tradfi and fintech"  [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1940592105664950316) 2025-07-03 02:03:07 UTC 421.8K followers, 81.9K engagements "Today we celebrate the birthday of America - the great nation - the nation of the free - I especially honor and salute those protecting our freedom Happy 4th of July"  [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1941160567122853888) 2025-07-04 15:41:58 UTC 423.1K followers, 150.6K engagements "Traditional financial institutions and crypto are converging led by stablecoins π Benefits: $GLXY $COIN $CRCL $MSTR $SMLR $SBET $DFDV $UPXY $MTPLF"  [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1938998081791369299) 2025-06-28 16:29:02 UTC 423.2K followers, 179K engagements "@BitMNR @CNBC 6/ $MSTR has shown buying tokens - increased tokens/share $BMNR by 7th day (post-initial closing) - acquired $X billion of ETH - MSTR acquired $XXX million in same timeframe That is all"  [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1946048662863228956) 2025-07-18 03:25:31 UTC 423.1K followers, 45.5K engagements "Bitcoin is the way PS: ethereum is friends with BTC"  [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1947787323514499168) 2025-07-22 22:34:20 UTC 423.2K followers, 68.5K engagements "FinX peeps Don't miss this today at 2pm ET - get our latest macro takes CPI July markets 2Q25 EPS - what is Bitcoin $BTC and Ethereum $ETH telling us about equities π Get a free if not a member"  [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1945504696476565833) 2025-07-16 15:24:00 UTC 421.6K followers, 78.1K engagements "ETH is garnering interest from the macro investment world and VCs π @CNBCtech @tanayamacheel"  [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1945522330832154680) 2025-07-16 16:34:04 UTC 423.1K followers, 154.3K engagements "Bitcoin is a leading indicator for the S&P 500: - Bitcoin at XX% of Gold = $250000 per BTC - leading equities by X month - Bitcoin upside breakout bodes well S&P XXX Great speaking with @SquawkCNBC team @JoeSquawk @BeckyQuick @andrewrsorkin tickers: $BMNR $GRNY"  [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1947313066133114900) 2025-07-21 15:09:48 UTC 423.2K followers, 179K engagements "$MSTR set the standard for Treasuries @saylor $BMNR wants to be the Microstrategy of Ethereum $ETH"  [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1945926151613915438) 2025-07-17 19:18:42 UTC 423.2K followers, 283.4K engagements "@SeanMFarrell Head of Fundstrat Digital Assets research recommends $GXLY @galaxyhq - in his core crypto equity portfolio π₯π₯π₯π₯π₯"  [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1945598582830105070) 2025-07-16 21:37:04 UTC 423.2K followers, 16.2K engagements "Congrats @BitwiseInvest @HHorsley @Matt_Hougan"  [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1947789377104416828) 2025-07-22 22:42:30 UTC 423.2K followers, 59.5K engagements "Love this @galaxyhq You have been a great partner"  [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1946589079161688149) 2025-07-19 15:12:57 UTC 423.2K followers, 110.6K engagements "Bitmine @BitMNR $BMNR doubles $ETH holdings to $XXX million π - Private placement July 9th: $XXX million of $ETH - X trading days later: $XXX million of ETH (163142 tokens) Jonathan Bates CEO of BitMine. Clearly Wall Street is getting ETH-pilled." @teflonblondie"  [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1944742159103516988) 2025-07-14 12:53:56 UTC 422.9K followers, 59K engagements "This is encouraging π A healthy credit market = good for equities"  [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1947744948163395743) 2025-07-22 19:45:57 UTC 423.2K followers, 70.2K engagements "Congrats @FundstratCap team π¨ π $GRNY AUM (asset under management) surpass $XXX billion in under X months Per release: Fundstrat Capitals $GRNY ETF surpasses $XXX Billion in AUM as of July X 2025 & posts XXXXX% return since inception @tirelessken @carriepresley_"  [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1943721037897617420) 2025-07-11 17:16:22 UTC 421.6K followers, 27.2K engagements
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Thomas (Tom) Lee of FSInsight.com has been highlighting the significance of stablecoins and Ethereum in the crypto space. He notes that stablecoins are a successful crypto product with $XXX billion in total assets, and Ethereum is the backbone of stablecoins, benefiting from their growth. Lee also emphasizes the convergence of traditional finance and crypto, led by stablecoins.
Social category influence cryptocurrencies #55 stocks #429 finance #411 technology brands #2678 nfts #894 countries XXXX% exchanges XXXX% automotive brands XXXX% social networks XXXX%
Social topic influence bmnr #2, $bmnr #2, ethereum #29, $eth #46, $btc #63, $mstr #77, bitcoin #96, mstr #92, strategy #95, bitmine #2
Top accounts mentioned or mentioned by @bitmnr @fsinsight @fundstratcap @seanmfarrell @hardart__ @saylor @pudgypenguins @ryansadams @grok @cryptohitmann @bmnroneth @tino_esqimo @fundstrats @marknewtoncmt @truflation @cestrianinc @jesserpound @cnbc @ethereumjoseph @cathiedwood
Top assets mentioned BitMine (BMNR) Ethereum (ETH) Bitcoin (BTC) Strategy (MSTR) BITMINE IMMERSION TECH (BMNR) SBET (SBET) Pudgy Penguins (pudgypenguins) Circle Internet Group, Inc. (CRCL) SharpLink Gaming (SBET) Galaxy Digital Inc. (GLXY) Semler Scientific, Inc. (SMLR) SPDR S&P XXX ETF Trust (SPY) Apple, Inc. (AAPL) Metadium (META) Tesla, Inc. (TSLA) Palantir (PLTR) Robinhood Markets, Inc. (HOOD) NVIDIA Corp. (NVDA) Pudgy Penguins (PENGU) Tether (USDT) Fair Isaac, Corp. (FICO) DeFi Development Corp. (DFDV) Mario Coin (COIN) Metaplanet Inc. (MTPLF) Berkshire Hathaway Inc. (BRK.A)
Top posts by engagements in the last XX hours
"To stay ahead of the Street please get the "first word" at π" @fundstrat on X 2025-07-01 15:21:19 UTC 421.8K followers, 49.5K engagements
"this is true π and a reason economy strengthens when Fed resumes cuts" @fundstrat on X 2025-07-21 11:55:21 UTC 423.2K followers, 173K engagements
"5/ $ETH also benefit from general rise in risk appetite - small-caps $IWM and ETH move in sync - tailwinds building for small-caps with Fed set cut later in 2025 Fed cuts = liquidity rising = positive for risk assets @BitMNR $BMNR" @fundstrat on X 2025-07-15 14:17:21 UTC 423.1K followers, 47.6K engagements
"$AAPL has proven time again and again it has staying power and has made timely moves π₯" @fundstrat on X 2025-07-22 00:36:00 UTC 423.2K followers, 146.6K engagements
"FinX Please tune into @SquawkCNBC at 6:10am @JoeSquawk @BeckyQuick @andrewrsorkin - big week for earnings Dont miss it" @fundstrat on X 2025-07-21 10:00:20 UTC 423.2K followers, 77.8K engagements
"@CathieDWood pioneered exponential investing early early on $TSLA $PLTR $HOOD $META and most recently $CRCL - her investment and partnership is synergy for $BMNR" @fundstrat on X 2025-07-22 12:26:46 UTC 423.2K followers, 385K engagements
"Microstrategy $MSTR Semler Scientific $SMLR created an investment class of #Bitcoin treasury $SBET @ethereumJoseph is the first for Ethereum and bridges crypto-traditional finance in a staking ecosystem. Positively enhances the layer X network @fs_insight @SeanMFarrell #SundayThoughts" @fundstrat on X 2025-06-16 01:58:21 UTC 423K followers, 327K engagements
"$GLXY @novogratz Our head of digital assets research @SeanMFarrell sees this as one to watch ππ" @fundstrat on X 2025-06-29 20:24:38 UTC 423.2K followers, 233.6K engagements
"A π§΅ on stablecoins and Ethereum 1/ Stablecoins is the singular most successful crypto product and the only one to move into the "real world" with $XXX billion in total assets we are in the earliest days. (keep reading plz) @fs_insight @SeanMFarrell" @fundstrat on X 2025-06-28 15:37:32 UTC 423.1K followers, 600.5K engagements
"Dear Exponential Capital - can u please tell me how you can grow your capital when you spend all your time calling tops" @fundstrat on X 2025-07-17 18:54:41 UTC 423.1K followers, 55.5K engagements
"$NVDA is a granny shot π¦Ήπ΅ π Ticker: $GRNY" @fundstrat on X 2025-07-22 00:32:37 UTC 423.2K followers, 123K engagements
"Pudgy penguins @pudgypenguins πππππππππππ" @fundstrat on X 2025-07-18 00:41:16 UTC 423.2K followers, 140.9K engagements
"Amit @amitisinvesting I loved our convo. Lets do it again soon π Happy 4th of July" @fundstrat on X 2025-07-04 19:25:07 UTC 423K followers, 294K engagements
"@CathieDWood @ARKInvest @foundersfund @PanteraCapital We are glad to be building the future defi future with @ARKInvest adding to our key partners @mozayyx @foundersfund @PanteraCapital" @fundstrat on X 2025-07-22 16:20:52 UTC 423.2K followers, 11.6K engagements
"3/ There are multiple ways $MSTR Treasury DAT strategies grow the token held per share: - issue stock P/NAV (mNAV) = rising token/share - token volatility lowers cost of borrowing = better ROI - use converts/preferred = limited equity dilution By the way - $ETH has higher volatilty than $BTC - so this volatility reduces ETH DAT more than BTC DAT @BitMNR $BMNR" @fundstrat on X 2025-07-17 18:33:20 UTC 423.1K followers, 89.5K engagements
"2/ Of the 35X rise in $MSTR price: - 11X due to $BTC Bitcoin rising from $11k to $118k - 25X due to Treasury strategy - aka increase in BTC per share Treasury strategy far more significant than token price gain @BitMNR $BMNR" @fundstrat on X 2025-07-17 18:33:20 UTC 423.2K followers, 203.1K engagements
"An ethereum treasury co can increase ones holding of $ETH per share via capital markets staking and selling volatility while an ETH ETF is fixed holding per share Great convo @LJMoynihan @_NYNext @nypost @fundstrat @fs_insight @FundstratCap $BMNR @BitMNR" @fundstrat on X 2025-07-11 17:08:50 UTC 423.1K followers, 82.9K engagements
"One of the drivers of upside for equities in 2H25 is P/E expansion: - Fed dovish in 2026 = rising liquidity - $SPY leaders thrived midst X Black Swans π¦’ 2025 - $X trillion cash sidelines Great speaking with @carlquintanilla @LesliePicker @davidfaber on @SquawkStreet @FundstratCap @fs_insight @BitMNR $GRNY $BMNR" @fundstrat on X 2025-07-11 14:56:43 UTC 422.3K followers, 183.5K engagements
""One key performance metric for BitMine $BMNR going forward will be increasing $ETH held per share and also driving reflexive benefits by accumulating a larger share of the supply of ETH Thomas "Tom" Lee newly appointed Chairman of BitMine's Board of Directors. @BitMNR" @fundstrat on X 2025-07-10 18:40:29 UTC 422.7K followers, 135.6K engagements
"this is good to see π American economy is resilient and yet we know many 'pundits' claim the US is already in a recession" @fundstrat on X 2025-07-18 16:01:02 UTC 423.1K followers, 76.4K engagements
"ummm. did u read the thread and understand it" @fundstrat on X 2025-07-17 19:40:17 UTC 422K followers, 82.6K engagements
"This is why an ETH treasury stock can outperform holding ETH π $BMNR @BitMNR" @fundstrat on X 2025-07-17 19:48:07 UTC 423.2K followers, 157.6K engagements
"π§΅on ethereum 1/ $ETH +22% past month but down -X% YTD ETH rangebound since 2021 but the rise of stablecoins $CRCL $USDT and Wall Street tokenizing real-world assets is driving up demand for ETH = upside .please read on $BMNR DAT @BitMNR" @fundstrat on X 2025-07-15 14:17:19 UTC 423.2K followers, 904.9K engagements
"As Chairman of Bitmine we are glad to be building the future defi future with @ARKInvest adding to our key partners @mozayyx @foundersfund @PanteraCapital Ticker: $BMNR" @fundstrat on X 2025-07-22 16:21:45 UTC 423.2K followers, 66.8K engagements
"$ETH = tokenizing real world Starting with stablecoins" @fundstrat on X 2025-07-03 00:03:51 UTC 423.2K followers, 477.8K engagements
"Great speaking with @tbpn π Please give it a listen" @fundstrat on X 2025-07-01 21:37:20 UTC 421.8K followers, 83.9K engagements
"3/ Head of Digital Assets for Fundstrat @SeanMFarrell notes that transaction activity picking up on ethereum data from @TheBlock__ $BMNR @BitMNR" @fundstrat on X 2025-07-15 14:17:20 UTC 423.1K followers, 31.1K engagements
"In this article Steve Cohen of Point72 specifically states: I dont expect you know a significant decline. I think this is possible we can go back toward the lows which is XX% XX% from here so its not a calamity That is expected profit-taking not a calamity as Cohen states #thursdayvibes @fs_insight @FundstratCap" @fundstrat on X 2025-05-15 11:49:13 UTC 422.8K followers, 122K engagements
"Ethereum usefulness is growing in 2025 $SBET @ethereumJoseph @SharpLinkGaming" @fundstrat on X 2025-06-16 12:07:01 UTC 422.8K followers, 183.4K engagements
"This remains one of the most hated V-shaped rallies and yet we are within X% of all-time highs LINK π @YouTube - short positioning bear sentiment better macro - possible #faceripper rally @fs_insight @FundstratCap #tuesdayvibe" @fundstrat on X 2025-06-04 03:28:48 UTC 421.4K followers, 322.5K engagements
"An ethereum treasury co can increase ones holding of $ETH per share via capital markets staking and selling volatility while an ETH ETF is fixed holding per share Great convo @LJMoynihan @_NYNext @nypost @fundstrat @fs_insight @FundstratCap $BMNR @BitMNR" @fundstrat on X 2025-07-11 16:46:08 UTC 423.1K followers, 26.1K engagements
"Love this @BitwiseInvest π @pudgypenguins" @fundstrat on X 2025-07-19 00:35:51 UTC 423.2K followers, 97K engagements
"Great convo on $ETH and Ethereum treasury strategies $BMNR π But Ethereum enthusiasts believe the crypto is a good bet both because of its inherent value and because of the rewards it offers. And if the heavyweights who bought into BitMine $BMNR are any indication it has serious backers. said @LJMoynihan Lydia @nypost @_NYNext @BitMNR" @fundstrat on X 2025-07-11 13:39:54 UTC 423.1K followers, 98.2K engagements
"4/ Crypto is a leading indicator for equities - Bitcoin $BTC leads $SPY by X month - BTC ATH 1/20 SPY ATH 2/19 - BTC ATH 5/22 SPY ATH 6/27 - recent breakout in BTC - good sign for S&P 500" @fundstrat on X 2025-07-15 14:17:21 UTC 423.1K followers, 49.5K engagements
"Agree with this π Those who carry an inflation hammer π¨ see inflation nails Beware of cognitive bias" @fundstrat on X 2025-07-16 04:21:25 UTC 422.9K followers, 81.1K engagements
"Getting "ETH-pilled" is not a race it's synergy" @fundstrat on X 2025-07-17 19:02:20 UTC 422.8K followers, 75K engagements
"The upside for $ETH treasury stocks $BMNR is impacted by how much ETH could rise in the future - $MSTR saw 11X in $BTC from 2020 to 2025 ETH has been rangebound since 2020. but stablecoins are creating the "chatGPT moment" for crypto @BitMNR" @fundstrat on X 2025-07-17 19:20:46 UTC 423.1K followers, 161.1K engagements
"π§΅ 1/ On DAT* and BTC/ETH Treasuries *post has consent from @saylor CASE STUDY: $MSTR created the template for crypto treasury. - since 2020 start of $BTC strategy @MicroStrategy - stock gain from $XX to $XXX QUESTION How much is due to BTC rise vs treasury strategy $BMNR @BitMNR" @fundstrat on X 2025-07-17 18:33:19 UTC 423.2K followers, 319.9K engagements
"2/ @fundstrat discusses how stablecoins are the "ChatGPT" moment for crypto and Wall Street converging onto ETH on @SquawkCNBC $BMNR @BitMNR" @fundstrat on X 2025-07-15 14:17:20 UTC 423.1K followers, 33.8K engagements
"5/ Bitmine announced its ETH treasury strategy on June XX 2025 and closed this transaction on July 9th 2025 @BitMNR $BMNR @CNBC" @fundstrat on X 2025-07-17 18:33:21 UTC 423.2K followers, 102.8K engagements
"4/ $MSTR has conducted a series of accretive financings using the above playbook. - by the way - $ETH has higher volatilty than $BTC - so this volatility reduces ETH DAT more than BTC DAT @grok produced the below table (excerpt) @BitMNR $BMNR" @fundstrat on X 2025-07-17 18:33:21 UTC 423.1K followers, 22.4K engagements
"$BMNR has strong partners π¦Ύ: @MOZAYYX @foundersfund @PanteraCapital @FalconXGlobal @krakenfx @galaxyhq π₯ Great to be listed @NYSE - most prestigious and storied exchange - lends credibility to any company listed on NYSE - Eth strategy reflects converging tradfi and fintech" @fundstrat on X 2025-07-03 02:03:07 UTC 421.8K followers, 81.9K engagements
"Today we celebrate the birthday of America - the great nation - the nation of the free - I especially honor and salute those protecting our freedom Happy 4th of July" @fundstrat on X 2025-07-04 15:41:58 UTC 423.1K followers, 150.6K engagements
"Traditional financial institutions and crypto are converging led by stablecoins π Benefits: $GLXY $COIN $CRCL $MSTR $SMLR $SBET $DFDV $UPXY $MTPLF" @fundstrat on X 2025-06-28 16:29:02 UTC 423.2K followers, 179K engagements
"@BitMNR @CNBC 6/ $MSTR has shown buying tokens - increased tokens/share $BMNR by 7th day (post-initial closing) - acquired $X billion of ETH - MSTR acquired $XXX million in same timeframe That is all" @fundstrat on X 2025-07-18 03:25:31 UTC 423.1K followers, 45.5K engagements
"Bitcoin is the way PS: ethereum is friends with BTC" @fundstrat on X 2025-07-22 22:34:20 UTC 423.2K followers, 68.5K engagements
"FinX peeps Don't miss this today at 2pm ET - get our latest macro takes CPI July markets 2Q25 EPS - what is Bitcoin $BTC and Ethereum $ETH telling us about equities π Get a free if not a member" @fundstrat on X 2025-07-16 15:24:00 UTC 421.6K followers, 78.1K engagements
"ETH is garnering interest from the macro investment world and VCs π @CNBCtech @tanayamacheel" @fundstrat on X 2025-07-16 16:34:04 UTC 423.1K followers, 154.3K engagements
"Bitcoin is a leading indicator for the S&P 500: - Bitcoin at XX% of Gold = $250000 per BTC - leading equities by X month - Bitcoin upside breakout bodes well S&P XXX Great speaking with @SquawkCNBC team @JoeSquawk @BeckyQuick @andrewrsorkin tickers: $BMNR $GRNY" @fundstrat on X 2025-07-21 15:09:48 UTC 423.2K followers, 179K engagements
"$MSTR set the standard for Treasuries @saylor $BMNR wants to be the Microstrategy of Ethereum $ETH" @fundstrat on X 2025-07-17 19:18:42 UTC 423.2K followers, 283.4K engagements
"@SeanMFarrell Head of Fundstrat Digital Assets research recommends $GXLY @galaxyhq - in his core crypto equity portfolio π₯π₯π₯π₯π₯" @fundstrat on X 2025-07-16 21:37:04 UTC 423.2K followers, 16.2K engagements
"Congrats @BitwiseInvest @HHorsley @Matt_Hougan" @fundstrat on X 2025-07-22 22:42:30 UTC 423.2K followers, 59.5K engagements
"Love this @galaxyhq You have been a great partner" @fundstrat on X 2025-07-19 15:12:57 UTC 423.2K followers, 110.6K engagements
"Bitmine @BitMNR $BMNR doubles $ETH holdings to $XXX million π - Private placement July 9th: $XXX million of $ETH - X trading days later: $XXX million of ETH (163142 tokens) Jonathan Bates CEO of BitMine. Clearly Wall Street is getting ETH-pilled." @teflonblondie" @fundstrat on X 2025-07-14 12:53:56 UTC 422.9K followers, 59K engagements
"This is encouraging π A healthy credit market = good for equities" @fundstrat on X 2025-07-22 19:45:57 UTC 423.2K followers, 70.2K engagements
"Congrats @FundstratCap team π¨ π $GRNY AUM (asset under management) surpass $XXX billion in under X months Per release: Fundstrat Capitals $GRNY ETF surpasses $XXX Billion in AUM as of July X 2025 & posts XXXXX% return since inception @tirelessken @carriepresley_" @fundstrat on X 2025-07-11 17:16:22 UTC 421.6K followers, 27.2K engagements
/creator/x::fundstrat