Tom Lee: Bitmine’s stock performance still outpaces ETH in the bear market; tokenization, wealth transfer, and AI will drive the largest crypto bull market in history

According to data from the BIT Stock Platform, the Nasdaq Composite extended its gains to 2%, the S&P 500 rose 1.31% on the day, and the Dow Jones gained 0.1%. CoreWeave’s stock jumped over 25%, marking its largest single-day percentage gain since June 2025. The Philadelphia Semiconductor Index expanded its intraday gain to 7%. Micron (MU.O) rose over 13%, Intel (INTC.O) gained over 9%, AMD (AMD.O) climbed over 7%, Broadcom (AVGO.O) increased over 6%, NVIDIA (NVDA.O) advanced over 4%, ASML (ASML.O) rose over 3%, and Qualcomm (QCOM.O) gained over 2%.

Lending protocol Aave announced that, following approval from Aave DAO, Aave V3.8 developed by Aave Labs has launched on 15 Aave V3 markets. The update adds new security measures to Aave V3 to meet safety standards. Per a governance proposal submitted by Aave Labs, V3.8 is a security-focused, minimally disruptive upgrade that primarily adds reentrancy locks for pool operations during external callbacks. The protection mechanism leverages transient storage (EIP-1153) to maintain accounting consistency when a single transaction interacts with the pool multiple times, while guarding against theoretical reentrancy attacks. Thanks to the use of transient storage, the associated gas overhead remains low. The upgrade covers active Aave instances across 15 blockchains: Ethereum, Plasma, Avalanche, BNB Chain, Monad, Base, Arbitrum, Mantle, X Layer, Polygon, Linea, Optimism, Gnosis, MegaETH, and Celo. Aave Labs clarified that flash loans can still be combined with pool operations such as liquidations in the same transaction, but flash loans cannot be initiated mid-other pool operations. The version passed audits by Certora and third-party firms before moving to on-chain governance voting.

Berkshire Hathaway is undergoing a historic resurgence. Over the past month, it has outperformed the S&P 500 by approximately 19.2 percentage points, notching its largest rolling monthly excess return since 2010 and the fourth-biggest such figure in 30 years. By contrast, Berkshire’s peak monthly rolling excess return came during the 2008 financial crisis, reaching roughly 29.6 percentage points. As of Tuesday’s market close, the performance gap between the two narrowed to over 16.9 percentage points, yet still ranks among the widest gaps since 1996. Meanwhile, Berkshire Hathaway’s Class B shares rose 13.2% over the past month, hitting an all-time high, while the S&P 500 declined 3.7% in the same period. Even without Warren Buffett serving as CEO, Berkshire Hathaway remains robust.

According to monitoring by OnchainLens, trader SolanaDoomer (@solanadoomer1) has just opened a 500-BTC short position with 40x leverage on Hyperliquid, worth approximately $36.97 million. The entry price of the position is $73,907.60, with a liquidation price of $85,451.20. The trader’s cumulative historical profit stands at around $21.32 million.

According to monitoring by TradingBeats, trader AguilaTrades currently holds a BTC short position worth around $19.91 million with 40x leverage, just 0.44% away from liquidation. The trader experienced a liquidation event five minutes ago, incurring a loss of approximately $50,900, bringing his total losses on Hyperliquid to around $39.09 million.

According to HTX market data, Bitcoin rallied 1,000 USD in a 5-minute short-term surge, breaking through the 74,000 USD level, with a 0.7% gain in the past 24 hours.