Story · Polymarket
Tom Lee Says CLARITY Act Odds Too Low as ETH Flashes Bullish Signal
Fundstrat co-founder Tom Lee argues that prediction markets Polymarket and Kalshi are underestimating the likelihood of the CLARITY Act becoming law, citing private conversations with policymakers and recent restrictions on insider trading. He views this as bullish for crypto. Separately, Lee highlights a bullish signal for Ethereum, noting its strengthening as an 'AI downstream' asset while memory-related investments decline. Fundstrat data shows Ethereum outperforming the Roundhill Memory ETF by 62 percentage points, and the ETH-to-DRAM measure rising 72 points. Lee's $22,000 ETH price target would require a 1,040% increase from current levels.
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