BitMine chairman Tom Lee has published a list of 17 large-cap stocks with strong links to crypto, aimed at equity investors looking for market exposure through public shares rather than direct token holdings. The companies on the list all have market capitalizations above $2 billion.
Among the names tied to Ether, BMNR showed the highest correlation with ETH at 80%, followed by COIN at 74%. For Bitcoin-linked equities, MSTR posted the strongest correlation with BTC at 78%, with COIN again coming next at 74%.
Lee also said he expects ETH to outperform BTC in the current cycle. He attributed that view to tokenization and AI applications, saying those drivers matter more than the factors that supported earlier periods of ETH outperformance.
BitMine chairman Tom Lee has listed 17 large-cap stocks that he said have relatively high correlation with cryptocurrencies, offering a reference point for stock investors seeking crypto exposure. The list focuses on companies with market capitalizations above $2 billion.
Stocks with the strongest links to ETH and BTC
According to the figures Lee shared, BMNR has the highest correlation with ETH at 80%, followed by COIN at 74%. On the Bitcoin side, MSTR has the highest correlation with BTC at 78%, with COIN next at 74%.
Lee’s view on the current cycle
Lee said he expects ETH to outperform BTC in this cycle. He pointed to tokenization and AI applications as the main drivers, adding that this thesis is more important than the factors behind previous cycles in which ETH outperformed.
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