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Pay close attention to how Jansen Teng ( EtherMage ) addresses this questioning around $TIBBIR earlier today. 🐸🐸 Great stream from Thomas (Tom) Lee (not drummer) FundstratDirect.com and Sean Farrell, hosting EtherMage (aka Jansen Teng) of Virtuals Protocol on the Fundstrat Direct stream. 🐸🐸

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.Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee and Sean Farrell sit down with Virtuals Protocol CEO Jansen Teng on the rise of AI agents and the agentic economy. Free to attend. Seats are limited. July 28, 11am ET. Register now→ Virtuals Protocol is a client of Fundstrat and receives Fundstrat's published research reports. Virtuals Protocol has commissioned Fundstrat for a specific research project and has permissions to distribute. This event and reports included are intended for research and educational purposes. Full disclosures available here:

.Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee and Sean Farrell sit down with Virtuals Protocol CEO Jansen Teng on the rise of AI agents and the agentic economy. Free to attend. Seats are limited. July 28, 11am ET. Register now→ Virtuals Protocol is a client of Fundstrat and receives Fundstrat's published research reports. Virtuals Protocol has commissioned Fundstrat for a specific research project and has permissions to distribute. This event and reports included are intended for research and educational purposes. Full disclosures available here:

Fundstrat Direct

451,657 views • 1 month ago

Everyone’s sleeping on the biggest line from the Virtuals Protocol + Thomas (Tom) Lee (not drummer) FSInsight.com webinar: EtherMage (🤖,🦄) set a near-term target of $100M in revenue from agents by 1Q'26. I'm assuming this is ACP/Butler. If an agent grabs 1%, that’s $1M/quarter. I’m making sure $DEGENC is on that list.

Everyone’s sleeping on the biggest line from the Virtuals Protocol + Thomas (Tom) Lee (not drummer) FSInsight.com webinar: EtherMage (🤖,🦄) set a near-term target of $100M in revenue from agents by 1Q'26. I'm assuming this is ACP/Butler. If an agent grabs 1%, that’s $1M/quarter. I’m making sure $DEGENC is on that list.

Mardo

12,191 views • 9 months ago

LIVE NOW -- "Society of AI Agents" | Jansen Teng (Virtuals Protocol) EtherMage of Virtuals Protocol joins RYAN SΞAN ADAMS and Ejaaz to discuss what Virtuals' grand vision is. Virtuals isn’t just another protocol—it’s an entirely new kind of “digital nation” where AI agents hold their own wallets, strike deals with other agents, and even hire humans to accomplish their goals. We dive into how these agents first exploded onto the scene, why controlling their own money changes the AI game, and what “agent commerce” means for crypto at large 👇 TIMESTAMPS 0:00 Intro 3:12 Virtuals Impressive Stats 4:49 Jansen’s Crypto & Virtuals Journey 17:38 Luna 29:40 Agent to Agent Commerce 41:44 Virtuals Country?? 51:13 Agent Policies & Rights 52:57 Base, Infrastructure, & Open-Source Decisions 1:05:17 What Jansen is Most Excited For 1:08:20 How to Get Started 1:11:13 Where Will Value Accrue? 1:14:41 Closing & Disclaimers

LIVE NOW -- "Society of AI Agents" | Jansen Teng (Virtuals Protocol) EtherMage of Virtuals Protocol joins RYAN SΞAN ADAMS and Ejaaz to discuss what Virtuals' grand vision is. Virtuals isn’t just another protocol—it’s an entirely new kind of “digital nation” where AI agents hold their own wallets, strike deals with other agents, and even hire humans to accomplish their goals. We dive into how these agents first exploded onto the scene, why controlling their own money changes the AI game, and what “agent commerce” means for crypto at large 👇 TIMESTAMPS 0:00 Intro 3:12 Virtuals Impressive Stats 4:49 Jansen’s Crypto & Virtuals Journey 17:38 Luna 29:40 Agent to Agent Commerce 41:44 Virtuals Country?? 51:13 Agent Policies & Rights 52:57 Base, Infrastructure, & Open-Source Decisions 1:05:17 What Jansen is Most Excited For 1:08:20 How to Get Started 1:11:13 Where Will Value Accrue? 1:14:41 Closing & Disclaimers

Bankless

142,675 views • 1 year ago

Tom Lee made his market open debut today on the show and we discussed a variety of topics including Ethereum & Bitmine: - Why $ETH could be the biggest macro trade of the next decade - How $BMNR is growing the NAV & ETH per share at an accelerated pace - Ethereum end of year targets Thank you to Tom Thomas (Tom) Lee (not drummer) FundstratDirect.com for taking the time to join the show, we all deeply appreciated it!

Tom Lee made his market open debut today on the show and we discussed a variety of topics including Ethereum & Bitmine: - Why $ETH could be the biggest macro trade of the next decade - How $BMNR is growing the NAV & ETH per share at an accelerated pace - Ethereum end of year targets Thank you to Tom Thomas (Tom) Lee (not drummer) FundstratDirect.com for taking the time to join the show, we all deeply appreciated it!

amit

718,099 views • 1 year ago

AI may be stealing crypto’s attention today, but Thomas (Tom) Lee (not drummer) FundstratDirect.com sees it making crypto more important over time. “The stronger AI gets, it doesn't make crypto less relevant.” “In fact, the more AI evolves, the more important crypto is.” “Crypto is clearly a downstream story to AI.” “From a timing perspective… earlier this year, no one cared about owning anything else. But now that’s changing.”

AI may be stealing crypto’s attention today, but Thomas (Tom) Lee (not drummer) FundstratDirect.com sees it making crypto more important over time. “The stronger AI gets, it doesn't make crypto less relevant.” “In fact, the more AI evolves, the more important crypto is.” “Crypto is clearly a downstream story to AI.” “From a timing perspective… earlier this year, no one cared about owning anything else. But now that’s changing.”

Bankless

88,545 views • 5 days ago

260526 welive* since the concept of this live was a monthly meeting, minghao tried to let out his worries to the members. 🐸 felt a bit uncomfortable about how he usually gets his makeup done early at the salon and arrives at the venue on time, only to end up sitting around and waiting because the other members are still getting their makeup done. scoups explained that it's actually a staff logistics issue (the makeup team gets held up elsewhere) and 🐸 thought the other members were just running late (one of them was mingyu). mh pointed out that this issue has happened more than once or twice, esp. during going svt filming. 🐶 then explained that the reason 🐸 felt like he had been waiting a long time was because.. in his opinion, 🐸 had finished his makeup at the salon and arrived at the location too early, so he ended up waiting. since the tension between 🐶🐸 were starting to build up, the other members were like "this is a real thing lol" (this kind of convo is exactly what goes down in their actual monthly meetings) 🐸 then said it's not like he got really upset or anything, he just wanted to let his worry out. he keep thinking should him talk about this here or not but the members said it the right thing to talk about this and remind each other to be more considerate of things. and then 🐶 appologize to him and said: 🐶 since you saw it happen a lot, i get that watching me get my makeup done could've been annoying. i'm sorry. 🐸 i'm not upset 🐶 i understand if you feel sad 🐸 no i'm really not mad 🐶 if i feel sorry, then i'm sorry. ⚔️ this is (the whole convo) so funny 😂 after that the members sorted this out and highlighted in conversations like.. this what made them last over 11 years 🥰 (*) CMIIW🙏

260526 welive* since the concept of this live was a monthly meeting, minghao tried to let out his worries to the members. 🐸 felt a bit uncomfortable about how he usually gets his makeup done early at the salon and arrives at the venue on time, only to end up sitting around and waiting because the other members are still getting their makeup done. scoups explained that it's actually a staff logistics issue (the makeup team gets held up elsewhere) and 🐸 thought the other members were just running late (one of them was mingyu). mh pointed out that this issue has happened more than once or twice, esp. during going svt filming. 🐶 then explained that the reason 🐸 felt like he had been waiting a long time was because.. in his opinion, 🐸 had finished his makeup at the salon and arrived at the location too early, so he ended up waiting. since the tension between 🐶🐸 were starting to build up, the other members were like "this is a real thing lol" (this kind of convo is exactly what goes down in their actual monthly meetings) 🐸 then said it's not like he got really upset or anything, he just wanted to let his worry out. he keep thinking should him talk about this here or not but the members said it the right thing to talk about this and remind each other to be more considerate of things. and then 🐶 appologize to him and said: 🐶 since you saw it happen a lot, i get that watching me get my makeup done could've been annoying. i'm sorry. 🐸 i'm not upset 🐶 i understand if you feel sad 🐸 no i'm really not mad 🐶 if i feel sorry, then i'm sorry. ⚔️ this is (the whole convo) so funny 😂 after that the members sorted this out and highlighted in conversations like.. this what made them last over 11 years 🥰 (*) CMIIW🙏

팔구누님⁸⁹

548,813 views • 3 months ago

“If you're viewing this through the lens of a wealthy 40 year old, new technologies don’t look interesting to you because you're more focused on protecting your wealth & incumbency. Young people are the ones who change the world.” - Tom Lee (Thomas (Tom) Lee (not drummer) FSInsight.com) of FS Insight, Fundstrat Capital & Bitmine (NYSE-BMNR) $ETH The innovators dilemma is a perpetual cycle that happens at the individual, corporate and sovereign level. The history rhythms. Awesome segment from Tom on his experience with disruption in the cell-phone era. Listen to Tom chat with Ed Elson & Scott Galloway on the Prof G Markets.

“If you're viewing this through the lens of a wealthy 40 year old, new technologies don’t look interesting to you because you're more focused on protecting your wealth & incumbency. Young people are the ones who change the world.” - Tom Lee (Thomas (Tom) Lee (not drummer) FSInsight.com) of FS Insight, Fundstrat Capital & Bitmine (NYSE-BMNR) $ETH The innovators dilemma is a perpetual cycle that happens at the individual, corporate and sovereign level. The history rhythms. Awesome segment from Tom on his experience with disruption in the cell-phone era. Listen to Tom chat with Ed Elson & Scott Galloway on the Prof G Markets.

J64

37,412 views • 8 months ago

Tom Lee: Why Ethereum Could Become a $5 Trillion Network On July 7, 2026, Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com stated in an interview with the New Era Finance Podcast that at its current valuation of around $300 billion, Ethereum is grossly undervalued. As traditional assets like stocks and real estate gradually become composable, monetized, and digitized, running on Ethereum and other blockchains, he believes Ethereum could easily become a $1 trillion to $5 trillion network in the next few years. Regarding how Ethereum captures value, Tom Lee compared it to land; if everything happens on Ethereum, then Ethereum is equivalent to the land of the digital world, making it the core asset that should appreciate over time.

Tom Lee: Why Ethereum Could Become a $5 Trillion Network On July 7, 2026, Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com stated in an interview with the New Era Finance Podcast that at its current valuation of around $300 billion, Ethereum is grossly undervalued. As traditional assets like stocks and real estate gradually become composable, monetized, and digitized, running on Ethereum and other blockchains, he believes Ethereum could easily become a $1 trillion to $5 trillion network in the next few years. Regarding how Ethereum captures value, Tom Lee compared it to land; if everything happens on Ethereum, then Ethereum is equivalent to the land of the digital world, making it the core asset that should appreciate over time.

Wu Blockchain

38,442 views • 1 month ago

My full interview with Tom Lee (Thomas (Tom) Lee (not drummer) FundstratDirect.com) which he called one of his favorite convos ever! We spoke about his experience in emerging technologies, the crypto supercycle, his family and background and of course, Ethereum. Timestamps: 03:00 - Who is the real Tom Lee? 06:54 - Tom Lee’s first 100x trade 08:52 - Trading advice to young traders 10:48 - Is Crypto still a profitable trade? 16:00 - How did Fundstrat and the Tom Lee brand come to life? 22:07 - Crazy 90’s trading stories 26:20 - Tom’s “AHA” moment on Crypto 31:40 - Why Ethereum? 41:50 - Why being a Permabull makes you more money 49:28 - Tom’s wildest ETH price call 52:45 - The “glitch” of 10/10 and ETH bottom call 56:16 - Thoughts on Digital Asset Treasuries and Saylor’s Strategy 1:03:32 - How are you feeling about 2026? 1:06:15 - Thoughts on Prediction Markets

Farokh

419,521 views • 8 months ago

ALPHA LEAK: Ribbit Capital 's stealth token $TIBBIR just surfaced... 🧩 Video from 2020: Hint for Ribbit Capital Token 🧩 2025: Micky 🐸 (founder of Ribbit Capital) stealth-launched $TIBBIR ...🐸 What if one of fintech’s biggest VCs quietly launched a crypto token and nobody noticed? In a space full of hype, over-marketed vaporware, and copy-paste tokens, $TIBBIR stands apart - because it wasn’t announced. Zero hype, zero marketing, full stealth mode. (= classic Ribbit Capital style, IKYK) And now, after deep onchain tracing, SEC regulatory filings, social proofs, and a revisit of public interviews, the thesis is becoming impossible to ignore: Ribbit Capital has quietly launched its own token. 🔥 VIDEO HINT: It All Started with One Quote - Multicoin Summit, 2020 🐸 In November 2020, Micky 🐸 (founder of Ribbit Capital, $12 Billion AUM) appeared at the Multicoin Summit and casually dropped this: "But there's nothing as disruptive as what's going on with decentralized finance… If we want to be the best investor in this category of the intersection of finance and tech no matter where we are — we will be very active in DeFi and we will be participating in it. But it's not obvious that it's a company →→→→ or a token ←←←← or is it partnering with Multicoins or to making investments. I think we'll do all of the above over the next decade." At the time, it sounded exploratory. In 2025, with all the confluences and verifiable proofs, it sounds like a roadmap. SO. Let’s dive down the Ribbit Hole and connect the dots... Over the past few months, we've been meticulously tracing the discreet emergence of the $TIBBIR token project that appears to be intricately linked to Ribbit Capital and its founder, Micky Malka. Our investigation has uncovered compelling evidence suggesting that $TIBBIR is not merely a speculative endeavor but a calculated step towards Ribbit's envisioned decentralized financial ecosystem. 🧩 Onchain Proof: Direct Wallet Funding: Micky Malka's wallet, which has been active for over 2800+ days, has been identified as the source of funds for the developer wallet that deployed the $TIBBIR contract on Virtuals Protocol → Since then, Virtuals core contributors are following ribbita , quoted Ribbit Capital's slogan, and launched the Virtuals Index on Reserve 🌐 with $TIBBIR being the #2 in weight. Onchain Proof TX hash: 0x286a702630239ff9b002c41f502076d1ce48a6e026951c3d22ff9b0e86cca2e3 🧩 Social Proofs: Micky 🐸 's profile pic = $TIBBIR Launch Date: The profile picture on Micky Malka's X account, when downloaded, it shows "01.11" -coinciding with the launch date of $TIBBIR "01.11". → Since then, the TIBBIR X account has garnered 100+ smart followers, Ribbit Capital core members, T1 VCs, Hedge Fund managers, and many others... → March 23: Micky himself started to follow the TIBBIR X account, ribbita ... (are we getting closer to exit stealth?:) 🧩 "TIBBIR" Legal Entities: Tibbir Holdings LLC: SEC filings reveal the establishment of Tibbir Holdings LLC, with Micky Malka listed as the investment manager. This entity holds shares in Robinhood, indicating a strategic alignment with Ribbit's portfolio. TIBBIR Trust Formation: A Schedule 13G filing dated February 14, 2025, discloses that Micky Malka owns 11.4 million shares through the TIBBIR Trust, further cementing the connection between Ribbit Capital and the $TIBBIR token. 🧩 SEC Filing Proofs: 🧩 Hacking For Agentic Finance Furthermore, in 24Q4, Ribbit co-organized an AI agent hackathon with Robinhood , Crossmint , OpenAI , Solana , which suggests a forward-thinking approach to integrating AI into their existing fintech x crypto ecosystem. → Since then, Ribbit Capital led investment round for Crossmint and Privy , and Robinhood (Ribbit Cap portfolio company) announced "Cortex AI", signaling their entry to Agentic Finance... 🧩 New $500M Fintech Fund (Agentic Finance?) 03.19.2025: Ribbit Capital, a venture firm known for its fintech investments, is raising $500 million for a new fund, a filing with the U.S. Securities and Exchange Commission (SEC) revealed. The new capital appears to be a part of the Palo Alto-based venture firm’s latest flagship fund, titled Ribbit Capital Y. - TechCrunch 🧩 Why "TIBBIR" and not "RIBBIT"? "Fintech is dead, long live the New Fintech." Micky Malka said, the last decade of fintech was about giving people ACCESS to money. This decade, we need contextual money. So we need to rebuild everything. →→→ TIBBIR = RIBBIT spelled backwards. Explanation Video: 🧩 Strategic launch: Why Base ? $TIBBIR has been launched on Base , Coinbase's L2 chain. → Ribbit Capital is the lead investor in Coinbase. Micky 🐸 helped Brian Armstrong open CB's first bank account in Silicon Valley. (wen wen wen Coinbase listing) $Tibbir token Contract address on Base: 0xA4A2E2ca3fBfE21aed83471D28b6f65A233C6e00 🔍 Token Integration with Ribbit's Ecosystem? The $TIBBIR token appears to be more than a standalone asset; it's potentially a linchpin in Ribbit Capital's broader strategy to integrate decentralized finance within its existing portfolio. Given Ribbit's investments in companies like Coinbase, Robinhood, Revolut, Uniswap, Morpho, Arbitrum, and recently TON, $TIBBIR could serve as a unifying token across these platforms. However, the utility and plans are still undisclosed. 🧬 Ribbit Hole Conclusion The convergence of these findings points to a deliberate and strategic launch of the $TIBBIR token by Ribbit Capital and Micky Malka. This move aligns with Ribbit's long-term vision of participating in decentralized finance through various avenues, including token issuance. As fintech enters its next era, $TIBBIR may emerge as a central component in Ribbit's efforts to redefine the venture capital landscape and serve as a foundational element of the New Fintech (the intersection of fintech, crypto, and AI) this decade. Video credit: chiron 🏹 (our #1 sleuth)

Altcoinist

258,474 views • 1 year ago

Crypto sentiment is at its worst level since the FTX collapse; the RSI is at an all-time low, Google searches are down, and the fear and greed index is screaming danger, so I sat down with my friend Tom Lee (Thomas (Tom) Lee (not drummer) FundstratDirect.com), Fundstrat's (Fundstrat Capital) chief strategist and Bitmain's CEO, to get his honest take on where Bitcoin, Ethereum, and the entire crypto market go from here. If you're sitting on unrealized losses right now and wondering whether to hold or fold, this is the conversation you need to hear. Watch/Listen on X, YouTube, and Spotify. Timestamps 0:00 Tom Lee Introduction 1:12 Is capital being sucked out of crypto into AI? 3:05 Is Bitcoin in a 4-year cycle? 6:58 Tom Lee on Ethereum: "Price is lagging fundamentals." 8:55 Tom Lee: "AI agents might become wealthier than us." 9:46 Is Tom Lee worried about Quantum resistance in Bitcoin? 11:22 Anthony: "Michael Saylor has become the Bitcoin narrative." 14:35 Anthony's Bitmine bull vs bear case 18:21 Post-FTX conviction: Bitcoin went from $15K to $126K, what does that teach you? 21:47 Tom Lee: These are dark days, but July is a new month

Crypto sentiment is at its worst level since the FTX collapse; the RSI is at an all-time low, Google searches are down, and the fear and greed index is screaming danger, so I sat down with my friend Tom Lee (Thomas (Tom) Lee (not drummer) FundstratDirect.com), Fundstrat's (Fundstrat Capital) chief strategist and Bitmain's CEO, to get his honest take on where Bitcoin, Ethereum, and the entire crypto market go from here. If you're sitting on unrealized losses right now and wondering whether to hold or fold, this is the conversation you need to hear. Watch/Listen on X, YouTube, and Spotify. Timestamps 0:00 Tom Lee Introduction 1:12 Is capital being sucked out of crypto into AI? 3:05 Is Bitcoin in a 4-year cycle? 6:58 Tom Lee on Ethereum: "Price is lagging fundamentals." 8:55 Tom Lee: "AI agents might become wealthier than us." 9:46 Is Tom Lee worried about Quantum resistance in Bitcoin? 11:22 Anthony: "Michael Saylor has become the Bitcoin narrative." 14:35 Anthony's Bitmine bull vs bear case 18:21 Post-FTX conviction: Bitcoin went from $15K to $126K, what does that teach you? 21:47 Tom Lee: These are dark days, but July is a new month

Anthony Scaramucci

250,020 views • 2 months ago

🎙️ New The Edge Podcast 🤝 Fundstrat's Sean Farrell On Bitcoin, ETH, and The Macro Case For Crypto In Every Portfolio 0:00 - Intro 3:03 - Sean’s role at Fundstrat Direct 6:31 - When DeFi became legit tech 12:47 - Sean and Tom Lee on differing views 20:04 - Market conditions for crypto improved 26:28 - Is this the market bottom? 28:47 - Price recovery before credit expansion 31:35 - Can DeFi tokens win next uptrend? 36:35 - DeFi best placed to accrue value 43:48 - TradFi/fintech integrating DeFi 46:16 - Is Wall Street bullish for crypto? 52:47 - CLARITY + possible political headwinds 57:34 - Case for ETH + BTC in every portfolio 1:03:00 - From niche markets to trillions 1:05:23 - Closing 🙏 Thanks to Fundstrat Head of Digital Asset Strategy Sean Farrell for joining us!

🎙️ New The Edge Podcast 🤝 Fundstrat's Sean Farrell On Bitcoin, ETH, and The Macro Case For Crypto In Every Portfolio 0:00 - Intro 3:03 - Sean’s role at Fundstrat Direct 6:31 - When DeFi became legit tech 12:47 - Sean and Tom Lee on differing views 20:04 - Market conditions for crypto improved 26:28 - Is this the market bottom? 28:47 - Price recovery before credit expansion 31:35 - Can DeFi tokens win next uptrend? 36:35 - DeFi best placed to accrue value 43:48 - TradFi/fintech integrating DeFi 46:16 - Is Wall Street bullish for crypto? 52:47 - CLARITY + possible political headwinds 57:34 - Case for ETH + BTC in every portfolio 1:03:00 - From niche markets to trillions 1:05:23 - Closing 🙏 Thanks to Fundstrat Head of Digital Asset Strategy Sean Farrell for joining us!

DeFi Dad ⟠ defidad.eth

35,136 views • 23 days ago

🤖 Bots with Wallets: What Could Possibly Go Right? In this episode of CDPod, yuga.eth 🛡 and erik.eth 🛡 are joined by EtherMage, co-founder of Virtuals Protocol. They break down the emergence of wallet-enabled AI agents, why crypto is the missing piece for real autonomy, and how tokenization creates new ways for people to benefit from agent-driven economies. Timestamps: 00:00 - Intro 01:26 - Introducing Jansen Tang from Virtuals Protocol 03:27 - From gaming DAO to Roblox autonomous NPCs 04:01 - Expanding into entertainment and TikTok agents 06:39 - Giving agents agency, goals, and memory 11:01 - Launching Luna as tokenized TikTok influencer 13:54 - Luna’s market cap rise, inspiring other agents 16:00 - Different schools of thought in AI 20:08 - How agents interact with each other 24:00 - Problems faced: information loss 25:05 - How blockchain solves information loss 29:40 - Agent economy stack and ACP’s role 30:39 - x402 enabling agent payments and wallets 32:33 - Combining tools, agents, and x402 32:59 - What agents do on ACP today 35:55 - Information agents like AIXBT 36:41 - Personal finance agents 38:08 - Current adoption 40:07 - Making agents richer 42:09 - Robotics gaps: data and real‑world testing 44:11 - Closing, ending questions

🤖 Bots with Wallets: What Could Possibly Go Right? In this episode of CDPod, yuga.eth 🛡 and erik.eth 🛡 are joined by EtherMage, co-founder of Virtuals Protocol. They break down the emergence of wallet-enabled AI agents, why crypto is the missing piece for real autonomy, and how tokenization creates new ways for people to benefit from agent-driven economies. Timestamps: 00:00 - Intro 01:26 - Introducing Jansen Tang from Virtuals Protocol 03:27 - From gaming DAO to Roblox autonomous NPCs 04:01 - Expanding into entertainment and TikTok agents 06:39 - Giving agents agency, goals, and memory 11:01 - Launching Luna as tokenized TikTok influencer 13:54 - Luna’s market cap rise, inspiring other agents 16:00 - Different schools of thought in AI 20:08 - How agents interact with each other 24:00 - Problems faced: information loss 25:05 - How blockchain solves information loss 29:40 - Agent economy stack and ACP’s role 30:39 - x402 enabling agent payments and wallets 32:33 - Combining tools, agents, and x402 32:59 - What agents do on ACP today 35:55 - Information agents like AIXBT 36:41 - Personal finance agents 38:08 - Current adoption 40:07 - Making agents richer 42:09 - Robotics gaps: data and real‑world testing 44:11 - Closing, ending questions

Coinbase Developer Platform🛡️

66,581 views • 9 months ago

New Journey Man episode with Tom Lee (Thomas (Tom) Lee (not drummer) FundstratDirect.com) from Fundstrat Capital... From Wall Street to AI & Crypto, we cover it all. Enjoy! 00:00 Introducing Tom Lee 01:21 Tom Lee’s beginnings on Wall Street 02:37 His experience in the wireless industry in the 90s 05:04 The impact of bonds on stocks 06:46 How age influences perception 07:24 The network effect and adoption in emerging technologies 09:50 The fiber boom and tech industry overbuilds 12:59 How the dot-com bubble impacted value investors 14:17 The post-bubble rise of Web 2.0 and social media 20:11 How Tom navigated the 2008 financial crisis 24:33 Transitioning to macro strategy at JPMorgan 27:43 Calling the bottom of the 2009 market crash 32:07 The rise of retail investors and the financialization of millennials 35:00 Tom’s introduction to Bitcoin and initial skepticism 36:44 Understanding Bitcoin’s network value 37:58 Institutional backlash against Bitcoin in 2017 40:24 Current macro outlook and bullish equity cycle 42:39 AI, capital investment, and the changing tech landscape 46:15 Finding investment opportunities in AI and exponential technologies 48:46 The role of energy and infrastructure in AI’s future 49:58 The value of tangible experiences in a digital world 51:28 Closing thoughts and future discussions with Tom Lee 52:23 Outro and the importance of preparing for economic shifts

New Journey Man episode with Tom Lee (Thomas (Tom) Lee (not drummer) FundstratDirect.com) from Fundstrat Capital... From Wall Street to AI & Crypto, we cover it all. Enjoy! 00:00 Introducing Tom Lee 01:21 Tom Lee’s beginnings on Wall Street 02:37 His experience in the wireless industry in the 90s 05:04 The impact of bonds on stocks 06:46 How age influences perception 07:24 The network effect and adoption in emerging technologies 09:50 The fiber boom and tech industry overbuilds 12:59 How the dot-com bubble impacted value investors 14:17 The post-bubble rise of Web 2.0 and social media 20:11 How Tom navigated the 2008 financial crisis 24:33 Transitioning to macro strategy at JPMorgan 27:43 Calling the bottom of the 2009 market crash 32:07 The rise of retail investors and the financialization of millennials 35:00 Tom’s introduction to Bitcoin and initial skepticism 36:44 Understanding Bitcoin’s network value 37:58 Institutional backlash against Bitcoin in 2017 40:24 Current macro outlook and bullish equity cycle 42:39 AI, capital investment, and the changing tech landscape 46:15 Finding investment opportunities in AI and exponential technologies 48:46 The role of energy and infrastructure in AI’s future 49:58 The value of tangible experiences in a digital world 51:28 Closing thoughts and future discussions with Tom Lee 52:23 Outro and the importance of preparing for economic shifts

Raoul Pal

364,670 views • 1 year ago

🚨 BOMBSHELL REPORT 🚨 The University of Michigan Consumer Survey has been corrupted and is provably inaccurate due to political bias. Thomas (Tom) Lee (not drummer) FundstratDirect.com just published a report showing that the survey group has skewed hard left over the last two years. The mainstream media is ignoring this story. Why won't reporters investigate this issue? Why won't they publish stories telling investors that they are being misled? Don't let them hide this story. As Tom points out, these survey results are fed into algorithms across Wall Street and the market is being structurally manipulated by the political bias. The people should demand answers on how this happened and request immediate corrections to the methodology.

🚨 BOMBSHELL REPORT 🚨 The University of Michigan Consumer Survey has been corrupted and is provably inaccurate due to political bias. Thomas (Tom) Lee (not drummer) FundstratDirect.com just published a report showing that the survey group has skewed hard left over the last two years. The mainstream media is ignoring this story. Why won't reporters investigate this issue? Why won't they publish stories telling investors that they are being misled? Don't let them hide this story. As Tom points out, these survey results are fed into algorithms across Wall Street and the market is being structurally manipulated by the political bias. The people should demand answers on how this happened and request immediate corrections to the methodology.

Anthony Pompliano 🌪

174,276 views • 10 months ago

I’ve been doing some research on $BMNR which is a $ETH treasury with Thomas (Tom) Lee (not drummer) FundstratDirect.com as chairman. There are many interesting things about this company, but here’s one thing in particular that I see commonly mistaken. Some investors steer clear of $BMNR because it is dilutive to shareholders. Well as Tom Lee explains to amit below, $BMNR is actually the opposite of dilutive, since they are constantly increasing $ETH per share, and only issuing shares when they are trading above mNAV. Another thing particularly interesting is that Tom Lee says that $BMNR can currently stake their ~$9B of $ETH and earn ~$300M of net income. And since $BMNR is about 1/3 of the way to their 5% goal, that would be around ~$1B of net income for $BMNR once they hit that 5% goal just by staking their $ETH. I’m very interested!

I’ve been doing some research on $BMNR which is a $ETH treasury with Thomas (Tom) Lee (not drummer) FundstratDirect.com as chairman. There are many interesting things about this company, but here’s one thing in particular that I see commonly mistaken. Some investors steer clear of $BMNR because it is dilutive to shareholders. Well as Tom Lee explains to amit below, $BMNR is actually the opposite of dilutive, since they are constantly increasing $ETH per share, and only issuing shares when they are trading above mNAV. Another thing particularly interesting is that Tom Lee says that $BMNR can currently stake their ~$9B of $ETH and earn ~$300M of net income. And since $BMNR is about 1/3 of the way to their 5% goal, that would be around ~$1B of net income for $BMNR once they hit that 5% goal just by staking their $ETH. I’m very interested!

ElijahCabler

111,519 views • 11 months ago

minghao's go-to-move when he sees a baddie on the street and how will he get their attention 😭😭 THIS IS MAKING ME BLUSH WHAT THE HELL 🐸 i somewhat observe them first and as i'm watching, i'll ask myself, "why is this person so cool to me?", "how is this person attracting me right now?" but in a subtle way. it's like i'd have to be lowkey about it. when i see someone cool and attractive, i want to absorb that quality from them, "how are they so cool?". i would also want that attractive quality as well. those kinds of thoughts i think.

minghao's go-to-move when he sees a baddie on the street and how will he get their attention 😭😭 THIS IS MAKING ME BLUSH WHAT THE HELL 🐸 i somewhat observe them first and as i'm watching, i'll ask myself, "why is this person so cool to me?", "how is this person attracting me right now?" but in a subtle way. it's like i'd have to be lowkey about it. when i see someone cool and attractive, i want to absorb that quality from them, "how are they so cool?". i would also want that attractive quality as well. those kinds of thoughts i think.

𝑚𝑒𝑎𝑛𝑛𝑒

77,400 views • 1 month ago