Tom Lee, chairman of Bitmine Immersion Technologies, put weight on the possibility of a rebound in U.S. small-cap stocks. A blockchain outlet compared his view of the Russell 2000 to a compressed spring in October 2026. Lee said reversals in U.S. small-business stocks have acted as leading indicators for rallies in low market-cap cryptocurrencies. He pointed to JPMorgan equity strategy data showing elevated short positions in Russell 2000 constituents.

Strive is expanding its bitcoin buying strategy to a pace that could double its holdings about every 12 weeks, its chief risk officer Jeff Walton said in a recent interview. Walton described funding through at-the-market programmes using common and preferred stock, alongside liquidity management. He cited the company’s balance sheet exceeding $2.5 billion and noted discussion of buying bitcoin around $86,000. He also flagged a $700 million warrant maturing on Oct. 13 as a key variable.