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Tom Lee has been saying in interviews that ETH is good, reaching a new high in Q1 2026.
But his paid research report group FSI reduced their holdings of ETH on November 14, suggesting a proportion of:
Ethereum decreased from 30% to 10%
Solana decreased from 12% to 5%
Bonk liquidation, DOGE liquidation, XRP liquidation
AERO decreased from 5% to 2.5%
HYPE decreased from 10% to 2.5%
USDC increased from 0% to 25%
Bitcoin increased from 40% to 55%
It seems that the paid ones are just different?