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Thomas Lee observed that ETH was the best performing macro asset in the third quarter of 2026. He pointed to this performance in the context of momentum investing and raised the question of which asset might lead in the final quarter of 2026.
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Earlier in the quarter, Thomas Lee reported that ETH had outperformed SPY by 6,519 basis points with about a week remaining in Q3 here. Lee also announced plans to discuss ETH, BMNR, and BMNP at a keynote scheduled for Oct. 7 at the OKX Main Stage here. These updates follow his ongoing commentary on ETH’s recent returns.