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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

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+0.88%

Last Updated

2달 전

번역 중…

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

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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

$81,141

+0.64% (24H)

$81,524$80,971$80,419
1 AM8 AM4 PM12 AM

Market Cap

$1.63T

24H Volume

$19.2B

24H High

$81,709

View Bitcoin Market Page

Article Intelligence

Key Entities

bitcoinethereum

Topics

aicrypto

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