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Thomas Lee highlights that 20 percent of the top-performing stocks in the Russell 1000 quarter to date are crypto equities.
With one month remaining in the third quarter of 2026, Lee points to significant gains by companies including BMNR at 99 percent, Strategy at 67 percent, CRCL at 65 percent, and BLSH at 55 percent. He expects investors will focus on these high-performing crypto-linked shares in the final month of the quarter.
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Lee previously discussed the early stages of global tokenization and its potential impact on crypto adoption in a recent analysis. He also identified several positive catalysts expected for cryptocurrencies as the year ends, citing increased investor optimism in a separate report. These earlier observations provide context for his focus on crypto equities in the current quarter.