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Tom Lee

Co-founder / CIO / Head of Research 於 Fundstrat

新聞提及

Saylor's Strategy now has bigger losses than Lee's Bitmine... Michael @Saylor's $BTC focused @Strategy now has greater unrealised losses than @fundstrat's @BitMNR's $ETH holdings, according to data shared by Degen News. Strategy [-$10.9B] Bitmine [-$9.2B] The change comes amid an absolute meltdow

@BSCNews2026年6月

Lotta equity supply coming on @fundstrat @fundstratdirect ... https://fundstratdirect.com/macro-strategy/macro-minute/2026/06/03/video-macro-minute-google-capital-raise-brings-ai-ipo-public-raise-tally-to/

@fundstrat2026年6月

Still think STRC had legs if Saylor hadn't burned so much cash repaying the 2029s. @fundstrat's setup is cleaner. Zero debt, zero preferred at @BitMNR, and ETH yield makes the coupon more serviceable. Caveat: ETH down = yield dollars down. One tweak worth considering: pre-fund 12 months of dividen

@kevin_kelly_ii2026年6月

Still think STRC had legs if Saylor hadn't burned so much cash repaying the 2029s. @fundstrat's setup is cleaner. Zero debt, zero preferred at @BitMNR, and ETH yield makes the coupon more serviceable. Caveat: ETH down = yield dollars down. One tweak worth considering: pre-fund 12 months of dividen

@anildelphi2026年6月

RT @YanLiberman: Still think STRC had legs if Saylor hadn't burned so much cash repaying the 2029s. @fundstrat's setup is cleaner. Zero de…

@Shaughnessy1192026年6月

POV - your @fundstrat and your offering yield on $BMNR cause it worked so well for @saylor https://x.com/zoomerfied/status/2062288919853490553

@gabrielhaines2026年6月

$BMNR will issue $300 million in preferred shares. Borrowing a page from @Saylor's Ponzi playbook, @fundstrat will offer a 9.5% yield to raise money to buy more Ethereum. But with $MSTR's preferred yielding over 12%, and $ETH tanking, this offering will blow up on the lauch pad.

@PeterSchiff2026年6月

$BMNR will issue $300 million in preferred shares with a 9.5% yield. Borrowing a page from @Saylor's Ponzi playbook, @fundstrat will offer a 9.5% yield to raise money to buy more Ethereum. But with $MSTR's preferred yielding over 12%, this offering will blow up on the lauch pad.

@peterschiff2026年6月

RT @PANewsCN: 致 Tom Lee 的《孤勇者》 我们做了一支MV,献给Tom Lee @fundstrat Bitmine 持有约 542 万枚 ETH,当前浮亏约 89 亿美元,超过 Strategy 的 BTC 浮亏规模。市场在跌,他一枚没卖。 看你孤…

@PANewsCN2026年6月

We’ve discussed everything on $ETH today with @fundstrat.

@fundstrat2026年6月