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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 분 소요

Entities
bitcoin, ethereum
Market Impact
Total MCap+6.22%
Last Updated
9시간 전
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
$76,498
+6.80% (24H)
Market Cap
$1.55T
24H Volume
$51.6B
24H High
$79,511
Article Intelligence
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