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Sat down with Tom Lee (Thomas (Tom) Lee (not drummer) FundstratDirect.com) during Consensus in Hong Kong to chat about the Crypto Winter, the dip on $ETH, BitMine's investment in Mr. Beast and more! 01:11 - When will the pain stop for Crypto? 02:14 - Crypto vs Gold, as hedge...

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Farokh

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224,049 просмотров • 5 месяцев назад •via X (Twitter)

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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
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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

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LIVE NOW: Tom Lee, the World's Biggest ETH Holder Thomas (Tom) Lee (not drummer) FundstratDirect.com has made $BMNR the largest ETH treasury in the world. Over 800,000 ETH. And he's bullish for a reason: ETH is about to have it's Bitcoin 2017 moment. -------- TIMESTAMPS 0:00 Intro 2:57 The Rise of ETH Treasuries 8:27 The 5% ETH Strategy 12:08 The Role of Ethereum in Wall Street 17:57 Accumulating More ETH 26:39 Wall Street's Misunderstanding of Crypto 32:41 Ethereum's 2017 Moment 40:09 The Potential for 100x 48:52 Estimating ETH's Value 53:08 Navigating Market Risks 1:01:36 Closing Thoughts on Ethereum
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White House advisor Patrick Witt claims Davos 2026 was ‘turning point’ for global crypto normalization. Check out the full interview with Patrick Witt and Sam Ewen | CoinDesk 01:05 Crypto's "Turning Point" at Davos 02:10 The Future of Stablecoins and Crypto Regulation 03:26 U.S. Leadership in Crypto Innovation 06:45 The Path Forward for Crypto Legislation 09:56 The White House's Stand on Stablecoin Yield 12:14 Does Venezuela Have a Secret Crypto Stash?

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Ethereum cofounder on why ETH DATs are built to last "We're long-term permanent capital..." Joseph Lubin chatted with Gareth Jenkinson about DATs, DeFi security, and the roadmap to Ethereum's golden age – live from Consensus 2026 OUTLINE 00:00 - Introduction 02:25 - Future of DATs 06:10 - KelpDAO Exploit & DeFi 09:13 - Linea & Layer-2s 13:08 - Synchronous Composability 16:30 - Machine Intelligence & DeFi 18:05 - Quantum Threat to Crypto

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178,311 просмотров • 9 месяцев назад

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
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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

247,849 просмотров • 15 дней назад

JUST IN: TOM LEE JUST SAID LIVE ON CNBC #BITCOIN SELLERS ARE SIGNALING THE BOTTOM WE'RE "AT THE END OF CRYPTO WINTER" "AS MORE PEOPLE USE IT, THE VALUE OF BTC WILL GO UP" HE'S CALLING FOR $2,000,000 BTC DIP IS TEMPORARY 🚀
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JUST IN: TOM LEE JUST SAID LIVE ON CNBC #BITCOIN SELLERS ARE SIGNALING THE BOTTOM WE'RE "AT THE END OF CRYPTO WINTER" "AS MORE PEOPLE USE IT, THE VALUE OF BTC WILL GO UP" HE'S CALLING FOR $2,000,000 BTC DIP IS TEMPORARY 🚀

The Bitcoin Historian

157,609 просмотров • 1 месяц назад

TOM LEE JUST GAVE THE RATIONALE BEHIND BITMINE’S BEAST INDUSTRIES BET. Most people are misreading the $BMNR x MrBeast deal. It’s not “crypto investing in YouTube.” It’s a $200M move to become the largest strategic investor in the biggest creator-led brand on earth… …then connect that audience to Ethereum-native finance (DeFi + tokenization). This is a long game.
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TOM LEE JUST GAVE THE RATIONALE BEHIND BITMINE’S BEAST INDUSTRIES BET. Most people are misreading the $BMNR x MrBeast deal. It’s not “crypto investing in YouTube.” It’s a $200M move to become the largest strategic investor in the biggest creator-led brand on earth… …then connect that audience to Ethereum-native finance (DeFi + tokenization). This is a long game.

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146,797 просмотров • 5 месяцев назад

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Good Game

19,076 просмотров • 1 год назад

NEW POD: The Golden Age of Crypto ft. Imran & qw Reminder: Alliance DAO applications are due Nov. 20 Timestamps: 05:06 AI Coins 06:35 daos.fun 07:31 AI16Z High-level 08:47 Trump Won, What Will Change? 15:10 The US Will Be The Crypto Capital Again 17:51 Time to Pivot to Crypto 19:09 Crowdfunding & Tokenizing 19:59 Crypto Perception & Adoption 21:40 Coinbase $COIN 23:45 Predictions for Tech Stocks 25:15 Reflections on American Politics 31:20 Future Political Predictions 33:23 New Crypto Apps 33:35 Tribe.run 36:14 Defined Mobile App 36:47 $100K into $10M 40:52 The State of NFTs 43:01 End-of-Year Price Predictions 45:40 Ethereum 3.0 46:59 Is ETH Back? 48:19 Vitalik's "From prediction markets to info finance" 48:56 End-of-Year $ETH and $SOL Predictions Links ↓
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26,558 просмотров • 1 год назад

Why You Only Have Until 2030 to Build Wealth w/ Real Vision Founder Raoul Pal Gold is moving. Crypto isn’t. Raoul explains why that divergence has happened before and what usually follows for Bitcoin when liquidity catches up. Tune in to know more ⏱ TIME POINTS ⏱ 00:00 – Intro 00:52 – Why the 2026 Crypto Cycle Is Different 03:50 – Global Liquidity: The Real Driver of Crypto 09:08 – Raoul Pal x Milk Road PRO Offer 09:22 – The Damage From the Biggest Crypto Liquidation 12:29 – When Retail Comes Back to Crypto 14:31 – $BTC vs Gold: The Catch-Up Trade 16:18 – The Macro Case for a 5-Year Cycle 18:33 – What Happens After This Cycle Ends 20:05 – How Crypto Grows From $3T to $100T 23:21 – Bridge 23:55 – Chainlink 24:15 – Crypto’s Ethos vs Institutional Adoption 28:22 – The Mistakes That Destroy Long-Term Wealth 32:57 – Crypto in a Post-AGI World 36:05 – Raoul Pal’s Portfolio Framework 38:00 – AI Sectors That Could Explode 40:02 – Why Humans Still Matter 46:51 – Why the Clarity Act Matters 47:38 – Raoul’s Best & Worst Calls 52:53 – Wrap-Up
54:09

Why You Only Have Until 2030 to Build Wealth w/ Real Vision Founder Raoul Pal Gold is moving. Crypto isn’t. Raoul explains why that divergence has happened before and what usually follows for Bitcoin when liquidity catches up. Tune in to know more ⏱ TIME POINTS ⏱ 00:00 – Intro 00:52 – Why the 2026 Crypto Cycle Is Different 03:50 – Global Liquidity: The Real Driver of Crypto 09:08 – Raoul Pal x Milk Road PRO Offer 09:22 – The Damage From the Biggest Crypto Liquidation 12:29 – When Retail Comes Back to Crypto 14:31 – $BTC vs Gold: The Catch-Up Trade 16:18 – The Macro Case for a 5-Year Cycle 18:33 – What Happens After This Cycle Ends 20:05 – How Crypto Grows From $3T to $100T 23:21 – Bridge 23:55 – Chainlink 24:15 – Crypto’s Ethos vs Institutional Adoption 28:22 – The Mistakes That Destroy Long-Term Wealth 32:57 – Crypto in a Post-AGI World 36:05 – Raoul Pal’s Portfolio Framework 38:00 – AI Sectors That Could Explode 40:02 – Why Humans Still Matter 46:51 – Why the Clarity Act Matters 47:38 – Raoul’s Best & Worst Calls 52:53 – Wrap-Up

Milk Road

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