This website uses cookies
We use cookies to personalise content and ads, to provide social media features and to analyse our traffic. We also share information about your use of our site with our social media, advertising and analytics partners who may combine it with other information that you’ve provided to them or that they’ve collected from your use of their services.
Consent Selection
Details
  • Necessary cookies help make a website usable by enabling basic functions like page navigation and access to secure areas of the website. The website cannot function properly without these cookies.
  • Preference cookies enable a website to remember information that changes the way the website behaves or looks, like your preferred language or the region that you are in.
    • We do not use cookies of this type.

  • Statistic cookies help website owners to understand how visitors interact with websites by collecting and reporting information anonymously.
    • We do not use cookies of this type.

  • Marketing cookies are used to track visitors across websites. The intention is to display ads that are relevant and engaging for the individual user and thereby more valuable for publishers and third party advertisers.
    • We do not use cookies of this type.

  • Unclassified cookies are cookies that we are in the process of classifying, together with the providers of individual cookies.
    • __emg_sidPending
      Maximum Storage Duration: 1 dayType: HTTP Cookie
      __emg_vidPending
      Maximum Storage Duration: 1 yearType: HTTP Cookie
      nl-read-countPending
      Maximum Storage Duration: PersistentType: HTML Local Storage
Cookie declaration last updated on 8/12/26 by Cookiebot
[#IABV2_TITLE#]
[#IABV2_BODY_INTRO#]
[#IABV2_BODY_LEGITIMATE_INTEREST_INTRO#]
[#IABV2_BODY_PREFERENCE_INTRO#]
[#IABV2_BODY_PURPOSES_INTRO#]
[#IABV2_BODY_PURPOSES#]
[#IABV2_BODY_FEATURES_INTRO#]
[#IABV2_BODY_FEATURES#]
[#IABV2_BODY_PARTNERS_INTRO#]
[#IABV2_BODY_PARTNERS#]
About
Cookies are small text files that can be used by websites to make a user's experience more efficient.

The law states that we can store cookies on your device if they are strictly necessary for the operation of this site. For all other types of cookies we need your permission.

This site uses different types of cookies. Some cookies are placed by third party services that appear on our pages.

You can at any time change or withdraw your consent from the Cookie Declaration on our website.

Learn more about who we are, how you can contact us and how we process personal data in our Privacy Policy.

Please state your consent ID and date when you contact us regarding your consent.
NewsLayer

Install NewsLayer

Get the app experience — one tap from your home screen, instant loads and breaking-news alerts.

NewsLayer.com

Video: Macro Minute: The AI downstream trade continues to strengthen, particularly crypto. We look at equities most highly correlated to ETH and BTC. We also still expect S&P 500 7,900-8,000 by month-end

This research is for the clients of Fundstrat Direct only. Fundstrat Direct Subscription entitles the subscriber to 1 user, research cannot be shared or redistributed. For additional information, please contact your sales representative…

Fundstrat Direct

Publisher

Aug 21, 2026 at 4:20 AM UTC · 4 min de lectura

Video: Macro Minute: The AI downstream trade continues to strengthen, particularly crypto. We look at equities most highly correlated to ETH and BTC. We also still expect S&P 500 7,900-8,000 by month-end
Image via Fundstrat Direct

Entities

bitcoin, ethereum

Market Impact

Total MCap+5.75%

Last Updated

hace 11 horas

Traduciendo…

This research is for the clients of Fundstrat Direct only. Fundstrat Direct Subscription entitles the subscriber to 1 user, research cannot be shared or redistributed. For additional information, please contact your sales representative or Fundstrat Direct at fundstratdirect.com.

Analyst Certification (Reg AC)

Tom Lee, CFA, the research analyst denoted by an “AC” on the cover of this report, hereby certifies that all of the views expressed in this report accurately reflect his personal views, which have not been influenced by considerations of the firm’s business or client relationships. Neither I, nor a member of my household is an officer, director, or advisory board member of the issuer(s) or has another significant affiliation with the issuer(s) that is/are the subject of this research report. There is a possibility that we will from time to time have long or short positions in, and buy or sell, the securities or derivatives, if any, referred to in this research.

Conflicts of Interest

This research contains the views, opinions and recommendations of Fundstrat Direct. At the time of publication of this report, Fundstrat Direct does not know of, or have reason to know of any material conflicts of interest.

Market Context

Bitcoin

BTC

$77,441

+6.92% (24H)

Market Cap

$1.56T

Circulating Supply

20.1M BTC

24H Volume

$68.6B

24H High

$79,511

View Bitcoin Market Page

Article Intelligence

Key Entities

Topics

Related Coverage

View all related

Sponsored

Ad
House — Advertise on NewsLayer
NewsLayerLearn more

NewsLayer Premium

Unlock deeper intelligence.

Ad-free reading, exclusive research, and real-time onchain insights.

Go Premium