Relationship between total addressable market growth and asset prices examined, Thomas Lee analyzes

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Mikhail Vnuchkov

08.07.2026

Relationship between total addressable market growth and asset prices examined, Thomas Lee analyzes — Impact of TAM on asset prices

Thomas Lee discusses the connection between growth in total addressable market (TAM) and changes in asset prices. The post references assets including ETH, AMZN, NVDA, JPM, and BMNR.

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Lee was recently scheduled to appear on CNBC Closing Bell to discuss current market developments. In an earlier note, Lee said he expects the ETH to BTC price ratio to rise in the second half of 2026. He cited growing support for the “ETH is money” narrative as a factor.

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