According to @lookonchain on X, posted Nov 3, 2025, Tom Lee’s Bitmine has accumulated 3,395,422 ETH worth $12.31B since announcing its Ethereum treasury on June 30, based on @lookonchain’s tracking. According to @lookonchain on X, posted Nov 3, 2025, Bitmine’s ETH purchases have decreased over the last two weeks, indicating a slower accumulation pace per the same source.

According to PANews, Fundstrat analyst Mark Newton said on X that common technical indicators are being misused to call a crypto market top and outlined five reasons the uptrend remains intact, source: PANews; Mark Newton on X, 2025-11-02, x.com/MarkNewtonCMT/status/1984376764299133214. Newton stated the Elliott Wave structure shows no topping pattern, which argues against a finalized peak, source: Mark Newton on X, 2025-11-02, x.com/MarkNewtonCMT/status/1984376764299133214. He added the monthly DeMark exhaustion signal has not triggered, removing a key top confirmation often used by systematic traders, source: Mark Newton on X, 2025-11-02, x.com/MarkNewtonCMT/status/1984376764299133214. Newton noted MACD turning negative during range-bound action is not decisive without a confirmed sharp five-wave decline from the highs, reducing the weight of the recent bearish cross, source: Mark Newton on X, 2025-11-02, x.com/MarkNewtonCMT/status/1984376764299133214. He emphasized the medium-term trend since 2022 still shows higher highs and higher lows, keeping trend-following bias intact, source: Mark Newton on X, 2025-11-02, x.com/MarkNewtonCMT/status/1984376764299133214. Finally, Newton said market sentiment is far from levels that typically accompany major crypto tops, suggesting positioning and funding dynamics have not reached blow-off extremes, source: Mark Newton on X, 2025-11-02, x.com/MarkNewtonCMT/status/1984376764299133214.

According to the source, Fundstrat’s Tom Lee said ETH remains in a supercycle with fundamentals now leading price, source: Tom Lee (Fundstrat) via X, Oct 27, 2025. He cited surging stablecoin demand and ETH transactions hitting an all-time high as evidence for the fundamentals-led phase, source: Tom Lee (Fundstrat) via X, Oct 27, 2025.

According to @PANewsCN, Tom Lee stated that ETH remains in a supercycle and noted that while price often leads fundamentals, there are periods when fundamentals lead price. Source: PANews X post on Oct 26, 2025. He cited a surge in stablecoin demand and Ethereum network transaction volume reaching an all-time high as examples of fundamentals that can precede price action. Source: Fundstrat X post: x.com/fundstrat/status/1982427656378597731, Oct 26, 2025. For traders, Lee’s view underscores monitoring on-chain metrics such as stablecoin demand and Ethereum transaction volumes as potential leading indicators for ETH momentum. Source: Fundstrat X post and PANews X post on Oct 26, 2025.

According to @EricBalchunas, a filing has been made for a 2x Granny Shots ETF with ticker GRNY, indicating a leveraged version tied to the Fundstrat-related strategy; source: Eric Balchunas on X, Oct 1, 2025. He adds this marks the third ETF from other issuers linked to Fundstrat’s ETF or company; source: Eric Balchunas on X, Oct 1, 2025. The post shares no further details such as issuer, holdings, or listing timeline; source: Eric Balchunas on X, Oct 1, 2025. The post does not mention any cryptocurrencies or crypto ETFs; source: Eric Balchunas on X, Oct 1, 2025.

According to the source, an X post dated Sep 16, 2025 claims Fundstrat’s Tom Lee expects Bitcoin (BTC) and Ethereum (ETH) to make a strong move within the next three months (source: X post, Sep 16, 2025). The post provides no primary statement, research note, or interview link from Tom Lee or Fundstrat, so the claim remains unverified and should not drive positions without confirmation (source: X post, Sep 16, 2025). Traders should wait for a primary source or Fundstrat corroboration, then evaluate price action, funding rates, and options skew at the time of confirmation to gauge momentum and set clear invalidation levels (source: independent analysis).

According to @MilkRoadDaily, Fundstrat characterizes Ethereum (ETH) as having its 1971 moment, likening today’s shift to the end of the gold standard that pushed Wall Street to create a synthetic dollar and spurred decades of financial innovation (source: @MilkRoadDaily on X, Aug 22, 2025). According to @MilkRoadDaily, the post suggests an even larger wave of innovation centered on ETH, positioning the asset as a focal point for new financial primitives and market structure narratives (source: @MilkRoadDaily on X). According to @MilkRoadDaily, no price targets, timelines, or specific products were disclosed, framing this as a qualitative narrative that may influence ETH trader sentiment rather than a data-backed forecast (source: @MilkRoadDaily on X).

According to @rovercrc, Fundstrat predicts Ethereum (ETH) will reach $12,000–$15,000 by year-end 2025, signaling a strongly bullish outlook that could influence ETH trading sentiment and positioning in the near term; source: @rovercrc on X, Aug 21, 2025. The post frames the call as a warning to short sellers with the phrase "BEARS IN GREAT DANGER!", while providing no additional model details or assumptions behind the target range; source: @rovercrc on X, Aug 21, 2025.

According to @rovercrc, Fundstrat forecasts ETH to reach 12,000–15,000 USD by year-end, as reported in an X post dated Aug 17, 2025 (source: @rovercrc on X, Aug 17, 2025). The post attributes the price target to Fundstrat but provides no link to the primary note, methodology, catalysts, or valuation framework (source: @rovercrc on X, Aug 17, 2025). The timeframe is stated as year-end and the target range is explicitly 12k–15k USD in the post (source: @rovercrc on X, Aug 17, 2025). Traders should verify the original Fundstrat report for positioning, risk parameters, and any assumptions underlying the forecast, as these details are not included in the post (source: @rovercrc on X, Aug 17, 2025).

According to @Pentosh1, Fundstrat bought an additional 317,000 ETH valued at about 1.3 billion dollars, source: @Pentosh1 on X, Aug 11, 2025. The same post indicates they will be buying more throughout the week and brushes off RSI-based objections, source: @Pentosh1 on X, Aug 11, 2025. The post provides no wallets, trade prints, or official confirmation to verify the claim, source: @Pentosh1 on X, Aug 11, 2025.

According to @EleanorTerrett, major industry leaders including @dan_pantera, @DTAPCAP, @Matt_Hougan, @fundstrat, @hashoveride, @farokh, and @btschiller will participate in trading-oriented panels at Consensus 2025 in Toronto (Source: @EleanorTerrett on Twitter, May 13, 2025). The event is expected to deliver actionable market insights and trends that could influence cryptocurrency trading strategies and sentiment. Traders should closely monitor these panels for potential announcements regarding institutional investment, DeFi developments, and market forecasts, as these discussions traditionally impact short-term price movements and long-tail volatility across major crypto assets.