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Should $ETH flip $BTC? "returns to our shareholders are going to be legendary." Tom Lee explains how tokenization and AI could expand Ethereum’s TAM enough for $ETH to dethrone Bitcoin within 10 years, positioning $BMNR for "legendary" returns. His numbers: ETH flips BTC at roughly $15,000, and BitMine goes...

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SamAlτcoin.eth 🌞

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32,762 просмотров • 7 дней назад •via X (Twitter)

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TOM LEE: ETH COULD BE $22,000 - OR HIGHER - If Bitcoin reaches $250K, ETH implies ~$12K - Says $12K is too low - 2021 ETH/BTC ratio points to ~$22K ETH - At $22K ETH, Bitmine would be 500 “The best days are ahead.”
1:04

TOM LEE: ETH COULD BE $22,000 - OR HIGHER - If Bitcoin reaches $250K, ETH implies ~$12K - Says $12K is too low - 2021 ETH/BTC ratio points to ~$22K ETH - At $22K ETH, Bitmine would be 500 “The best days are ahead.”

Tom Lee Tracker (Not actually Tom)

36,557 просмотров • 6 месяцев назад

.Thomas (Tom) Lee (not drummer) FundstratDirect.com's 10-year vision for Bitmine (NYSE-BMNR) $ETH $BMNP is a bet on Ethereum becoming the dominant chain for tokenization and AI. “We made a bet that Ethereum will be the place where a lot of this will take place.” “I think our legacy is really helping Ethereum remain the most important of the chains in that future.” “Should $ETH flip bitcoin:native ? I think it’s a very plausible argument.” “If it’s $50,000 or $100,000 or $200,000, the returns to our shareholders are gonna be legendary.”
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.Thomas (Tom) Lee (not drummer) FundstratDirect.com's 10-year vision for Bitmine (NYSE-BMNR) $ETH $BMNP is a bet on Ethereum becoming the dominant chain for tokenization and AI. “We made a bet that Ethereum will be the place where a lot of this will take place.” “I think our legacy is really helping Ethereum remain the most important of the chains in that future.” “Should $ETH flip bitcoin:native ? I think it’s a very plausible argument.” “If it’s $50,000 or $100,000 or $200,000, the returns to our shareholders are gonna be legendary.”

Bankless

52,132 просмотров • 7 дней назад

Bitcoin OGs EXPOSE Billionaires' Lies About Bitcoin and Ethereum Could ETH ever flip BTC? Robert ₿reedlove and Eric V Stacks react to Thomas (Tom) Lee (not drummer) FundstratDirect.com's claim that Ethereum could flip Bitcoin, then watch Matthew R. Kratter #BIP-110's breakdown on why denominating returns in fiat is misleading, why ETH vs toilet paper is a better chart than ETH vs USD, and why Bitcoin remains the only true apex monetary asset.
15:15

Bitcoin OGs EXPOSE Billionaires' Lies About Bitcoin and Ethereum Could ETH ever flip BTC? Robert ₿reedlove and Eric V Stacks react to Thomas (Tom) Lee (not drummer) FundstratDirect.com's claim that Ethereum could flip Bitcoin, then watch Matthew R. Kratter #BIP-110's breakdown on why denominating returns in fiat is misleading, why ETH vs toilet paper is a better chart than ETH vs USD, and why Bitcoin remains the only true apex monetary asset.

The "What is Money?" Show

19,262 просмотров • 1 год назад

🚨 TOM LEE: “ETHEREUM’S CHEAP.” At $2,300, ETH is trading well below where the math says it should be. If $BTC hits $250K fair value, the ETH/BTC ratio puts ETH at $22,000. 🔹 Long-term avg ratio: 0.048 🔹 2021 high ratio: 0.087 🔹 Implied ETH: $22K 🔹 Crypto spring = ETH lags early, then rips “If crypto winter has ended, by the end of this year we’re going to see some strong moves.” The setup is here. Most just aren’t paying attention yet. $ETH $BMNR
0:58

🚨 TOM LEE: “ETHEREUM’S CHEAP.” At $2,300, ETH is trading well below where the math says it should be. If $BTC hits $250K fair value, the ETH/BTC ratio puts ETH at $22,000. 🔹 Long-term avg ratio: 0.048 🔹 2021 high ratio: 0.087 🔹 Implied ETH: $22K 🔹 Crypto spring = ETH lags early, then rips “If crypto winter has ended, by the end of this year we’re going to see some strong moves.” The setup is here. Most just aren’t paying attention yet. $ETH $BMNR

BMNR Bullz

22,883 просмотров • 3 месяцев назад

🚨 TOM LEE: BITMINE IS ABOUT TO BECOME THE LARGEST STAKING OPERATOR IN THE WORLD MAVAN launches in ~2 weeks‼️ "Made in America Validator Network" Over $10 BILLION in crypto will be staked. This is where the model shifts from accumulation → production. 🔹 ~$10B staked at launch 🔹 ETH valuation tied to BTC expansion 🔹 ~90% correlation: ETH → $BMNR 🔹 Largest commercial staking operator globally Now look at what that means: 🔹 ETH $22K → BMNR ~$500 🔹 ETH $62K → BMNR ~$1,500 🔹 ETH $250K → BMNR ~$5,000 This is the framework. Ethereum is the driver. Bitmine is the lever. $ETH $BMNR
2:10

🚨 TOM LEE: BITMINE IS ABOUT TO BECOME THE LARGEST STAKING OPERATOR IN THE WORLD MAVAN launches in ~2 weeks‼️ "Made in America Validator Network" Over $10 BILLION in crypto will be staked. This is where the model shifts from accumulation → production. 🔹 ~$10B staked at launch 🔹 ETH valuation tied to BTC expansion 🔹 ~90% correlation: ETH → $BMNR 🔹 Largest commercial staking operator globally Now look at what that means: 🔹 ETH $22K → BMNR ~$500 🔹 ETH $62K → BMNR ~$1,500 🔹 ETH $250K → BMNR ~$5,000 This is the framework. Ethereum is the driver. Bitmine is the lever. $ETH $BMNR

BMNR Bullz

221,900 просмотров • 5 месяцев назад

🔥TOM LEE: $ETH COULD HIT $22,000 He says the best way to predicting ETH is to look at its ratio to Bitcoin. At its 8-year average ratio of 0.0479, BTC at $250K implies $12K ETH. "But that's too low," he says. "It may recover to its 2021 high of 0.0873. That's $22K ETH." "And of course it can go higher."
0:51

🔥TOM LEE: $ETH COULD HIT $22,000 He says the best way to predicting ETH is to look at its ratio to Bitcoin. At its 8-year average ratio of 0.0479, BTC at $250K implies $12K ETH. "But that's too low," he says. "It may recover to its 2021 high of 0.0873. That's $22K ETH." "And of course it can go higher."

Coin Bureau

87,047 просмотров • 6 месяцев назад

TOM LEE SAYS THE BITCOIN AND ETHEREUM THESIS IS ABSOLUTELY NOT BROKEN. He says people are “rage quitting” crypto near the end of crypto winter because the spotlight is still on AI, semis and software. But the future has not changed. 🔹 AI needs identity + verification 🔹 Wall Street wants tokenization 🔹 Bitcoin still has network value 🔹 Ethereum benefits as assets move on chain Tom says Bitcoin and Ethereum are the future of money. And if Wall Street tokenizes at scale, Ethereum’s price should go up a lot. $BTC $ETH $BMNR
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TOM LEE SAYS THE BITCOIN AND ETHEREUM THESIS IS ABSOLUTELY NOT BROKEN. He says people are “rage quitting” crypto near the end of crypto winter because the spotlight is still on AI, semis and software. But the future has not changed. 🔹 AI needs identity + verification 🔹 Wall Street wants tokenization 🔹 Bitcoin still has network value 🔹 Ethereum benefits as assets move on chain Tom says Bitcoin and Ethereum are the future of money. And if Wall Street tokenizes at scale, Ethereum’s price should go up a lot. $BTC $ETH $BMNR

BMNR Bullz

172,043 просмотров • 3 месяцев назад

Tom Lee says $ETH could hit $62,000. Here’s how: The ETH/BTC ratio shows how much 1 ETH is worth in BTC. This has averaged around 0.048 over the last 8 years. If $BTC runs to $250K and ETH just trades at that average ratio, it implies a price of $12K. If ETH recovers its 2021 ratio high of 0.087, that jumps closer to $22K. But if Ethereum grows into its role as the financial rails of the system, which is happening... Thomas (Tom) Lee (not drummer) FSInsight.com says the upside isn’t $22k, it’s $62K.
1:17

Tom Lee says $ETH could hit $62,000. Here’s how: The ETH/BTC ratio shows how much 1 ETH is worth in BTC. This has averaged around 0.048 over the last 8 years. If $BTC runs to $250K and ETH just trades at that average ratio, it implies a price of $12K. If ETH recovers its 2021 ratio high of 0.087, that jumps closer to $22K. But if Ethereum grows into its role as the financial rails of the system, which is happening... Thomas (Tom) Lee (not drummer) FSInsight.com says the upside isn’t $22k, it’s $62K.

Milk Road

45,744 просмотров • 1 год назад

Bitwise CIO Matt Hougan : “Professional investors are skipping Bitcoin entirely and going all in on ETH” Here’s what he said: - $ETH ETFs are seeing 10X the inflows of $BTC ETFs - ETH ETFs pulled in $4B this month alone, that’s $50B annualized - Since August, ETH had infinitely more inflows because BTC had outflows - People are skipping Bitcoin entirely and going all in on ETH - Professional investors like the tokenization story, the stablecoin story, the cashflow story of ETH - Ethereum fits a professional investor framework - "I spoke with a multibillion dollar advisor, they didn’t love Bitcoin, but decided to go all in on ETH ETFs” - The relentless bid for ETH will continue indefinitely The flippening isn’t coming It’s here 🐬
2:18

Bitwise CIO Matt Hougan : “Professional investors are skipping Bitcoin entirely and going all in on ETH” Here’s what he said: - $ETH ETFs are seeing 10X the inflows of $BTC ETFs - ETH ETFs pulled in $4B this month alone, that’s $50B annualized - Since August, ETH had infinitely more inflows because BTC had outflows - People are skipping Bitcoin entirely and going all in on ETH - Professional investors like the tokenization story, the stablecoin story, the cashflow story of ETH - Ethereum fits a professional investor framework - "I spoke with a multibillion dollar advisor, they didn’t love Bitcoin, but decided to go all in on ETH ETFs” - The relentless bid for ETH will continue indefinitely The flippening isn’t coming It’s here 🐬

Crypto-Gucci.eth ᵍᵐ🦇🔊

75,178 просмотров • 1 год назад

ETH TREASURIES ARE NOT BITCOIN TREASURIES SharpLink CFO says it holds 875,000 $ETH, but the real point is bigger than the number. Bitcoin can sit still as digital gold. Ethereum is different. ETH can be staked, used on chain, secure the network and generate yield. That is why this treasury model matters. 🔹 Stablecoins are the first step 🔹 Tokenization is the next wave 🔹 Productive ETH sits underneath it This is not just holding ETH. It is putting ETH to work.
2:12

ETH TREASURIES ARE NOT BITCOIN TREASURIES SharpLink CFO says it holds 875,000 $ETH, but the real point is bigger than the number. Bitcoin can sit still as digital gold. Ethereum is different. ETH can be staked, used on chain, secure the network and generate yield. That is why this treasury model matters. 🔹 Stablecoins are the first step 🔹 Tokenization is the next wave 🔹 Productive ETH sits underneath it This is not just holding ETH. It is putting ETH to work.

BMNR Bullz

40,549 просмотров • 2 месяцев назад

$500K $BTC $40,000 $ETH BY 2030 "Why does $ETH outperform Bitcoin?" Standard Chartered’s Head of Digital Assets Research says crypto is finally moving from speculation to real-world utility. The GENIUS Act and Circle’s IPO showed the world that stablecoins are no longer a crypto sideshow. Tokenization is next: stocks, bonds, money market funds, and global payments are moving onchain. BlackRock’s BUIDL fund started 100% on Ethereum. Most of TradFi’s early tokenization will likely settle on $ETH
1:31

$500K $BTC $40,000 $ETH BY 2030 "Why does $ETH outperform Bitcoin?" Standard Chartered’s Head of Digital Assets Research says crypto is finally moving from speculation to real-world utility. The GENIUS Act and Circle’s IPO showed the world that stablecoins are no longer a crypto sideshow. Tokenization is next: stocks, bonds, money market funds, and global payments are moving onchain. BlackRock’s BUIDL fund started 100% on Ethereum. Most of TradFi’s early tokenization will likely settle on $ETH

SamAlτcoin.eth ☀️

10,680 просмотров • 1 месяц назад

🔥 TOM LEE CALLS FOR $62,000 $ETH "I think Ethereum's going to become the future of finance, the payment rails of the future and if it gets to .25 relative to Bitcoin that's $62,000. Ethereum at $3,000 is grossly undervalued."
2:21

🔥 TOM LEE CALLS FOR $62,000 $ETH "I think Ethereum's going to become the future of finance, the payment rails of the future and if it gets to .25 relative to Bitcoin that's $62,000. Ethereum at $3,000 is grossly undervalued."

CryptosRus

433,921 просмотров • 9 месяцев назад

Etherealize CEO Vivek Raman on the case for ETH as money "When we look at ETH the asset, we should be comparing it to the TAM of money and not a software stock that's trading at a multiple of earnings. Ethereum is not a technology stock or a technology company -- it is the infrastructure platform where the world's assets are being digitized." "What is ETH? ETH is the money that's used across the entire Ethereum ecosystem and outside of the Ethereum ecosystem as a reserve asset." "BlackRock's second biggest digital asset ETF after Bitcoin is ETH. They just launched a staked ETH ETF -- that's for institutions to get exposure to this asset as a money and a store of value. You're seeing players like Tom Lee, Joe Lubin, and Joe Chalom hold ETH as an institutional treasury asset. They're not playing for a growth/earnings, company-style return. They're playing for a repricing of when ETH gets rated as a monetary asset." "What is the TAM of money? I would almost say it's conservative just saying it's gold and bitcoin. You also have the M2 of the US dollar. High end real estate is also viewed as a store of value." "But let's take the most tangible ones where ETH has superior properties -- gold and bitcoin -- and we think ETH should start to eat away at that monetary premium and capture some of that itself." Source: Roxom TV Read our full Productive Money report below 👇
1:20

Etherealize CEO Vivek Raman on the case for ETH as money "When we look at ETH the asset, we should be comparing it to the TAM of money and not a software stock that's trading at a multiple of earnings. Ethereum is not a technology stock or a technology company -- it is the infrastructure platform where the world's assets are being digitized." "What is ETH? ETH is the money that's used across the entire Ethereum ecosystem and outside of the Ethereum ecosystem as a reserve asset." "BlackRock's second biggest digital asset ETF after Bitcoin is ETH. They just launched a staked ETH ETF -- that's for institutions to get exposure to this asset as a money and a store of value. You're seeing players like Tom Lee, Joe Lubin, and Joe Chalom hold ETH as an institutional treasury asset. They're not playing for a growth/earnings, company-style return. They're playing for a repricing of when ETH gets rated as a monetary asset." "What is the TAM of money? I would almost say it's conservative just saying it's gold and bitcoin. You also have the M2 of the US dollar. High end real estate is also viewed as a store of value." "But let's take the most tangible ones where ETH has superior properties -- gold and bitcoin -- and we think ETH should start to eat away at that monetary premium and capture some of that itself." Source: Roxom TV Read our full Productive Money report below 👇

Etherealize

91,247 просмотров • 4 месяцев назад

TOM LEE: ETH COULD HIT $60,000 Ethereum is coming out of a massive multi-year consolidation. The last 2 times that happened, ETH went 227x and 54x. This time the drivers are even bigger: 🔹 Stablecoins 🔹 Tokenization 🔹 Agentic AI 🔹 On-chain equities Even JAMIE DIMON now admits crypto is better than the current financial system. LEE says ETH is better positioned today than it was in 2021. At $250K BTC, 25% of Bitcoin implies ~$62,000 ETH. That’s why he sees $60,000 by 2028–2029. ethereum:native
4:58

TOM LEE: ETH COULD HIT $60,000 Ethereum is coming out of a massive multi-year consolidation. The last 2 times that happened, ETH went 227x and 54x. This time the drivers are even bigger: 🔹 Stablecoins 🔹 Tokenization 🔹 Agentic AI 🔹 On-chain equities Even JAMIE DIMON now admits crypto is better than the current financial system. LEE says ETH is better positioned today than it was in 2021. At $250K BTC, 25% of Bitcoin implies ~$62,000 ETH. That’s why he sees $60,000 by 2028–2029. ethereum:native

BMNR Bullz

262,751 просмотров • 4 месяцев назад

Tom Lee says Tom DeMark, crypto advisor to Bitmine $BMRN, has been calling $BTC at $77K and $ETH at $2.4K since mid-November. We’re here now. Lee says all the pieces are in place for a crypto bottom. Strange, considering he also called $BTC $200K by end-Feb and $ETH $9K in early 2026. Are you buying this bottom? 👇
0:52

Tom Lee says Tom DeMark, crypto advisor to Bitmine $BMRN, has been calling $BTC at $77K and $ETH at $2.4K since mid-November. We’re here now. Lee says all the pieces are in place for a crypto bottom. Strange, considering he also called $BTC $200K by end-Feb and $ETH $9K in early 2026. Are you buying this bottom? 👇

Daniel

66,069 просмотров • 7 месяцев назад

NEW EPISODE - What’s Next for BitMine After 5% of ETH? Bitmine (NYSE-BMNR) $ETH $BMNP is closing in on its goal of owning 5% of all ethereum:native after 60+ straight weeks of buying. Chairman Thomas (Tom) Lee (not drummer) FundstratDirect.com joins David Hoffman to break down what happens after 5%, why BitMine may keep accumulating, and how he sees Ethereum’s next phase unfolding through tokenization, AI, and institutional adoption. Plus: why Tom thinks ETH could easily trade above $10K in the next cycle. CHAPTERS --- 0:00 BitMine’s Rapid March Toward 5% of ETH 3:36 More Than 60 Consecutive Weeks of ETH Purchases 5:29 Where BitMine’s Capital Comes From 8:27 What Happens When BitMine Reaches 5%? 13:47 Would BitMine Ever Sell Its ETH? 15:29 Maven and BitMine’s Evolution Beyond a Treasury Company 16:52 Ethereum’s Next Narrative 23:06 Does Ethereum Actually Capture Value? 29:13 Is ETH a Store of Value or a Cash-Flowing Asset? 35:19 What BitMine Has Learned From Michael Saylor 37:42 Why BitMine Issued BMNP 42:13 The Proposal That Could Reduce Staking Yield to Zero 47:54 Funding Ethereum Foundation Spinouts 53:23 BitMine’s Role in Ethereum’s Future 1:02:14 Is AI Crowding Crypto Out of the Market? 1:05:11 Has the Crypto Market Already Bottomed? 1:06:18 Tom Lee’s ETH Price Outlook
1:07:48

NEW EPISODE - What’s Next for BitMine After 5% of ETH? Bitmine (NYSE-BMNR) $ETH $BMNP is closing in on its goal of owning 5% of all ethereum:native after 60+ straight weeks of buying. Chairman Thomas (Tom) Lee (not drummer) FundstratDirect.com joins David Hoffman to break down what happens after 5%, why BitMine may keep accumulating, and how he sees Ethereum’s next phase unfolding through tokenization, AI, and institutional adoption. Plus: why Tom thinks ETH could easily trade above $10K in the next cycle. CHAPTERS --- 0:00 BitMine’s Rapid March Toward 5% of ETH 3:36 More Than 60 Consecutive Weeks of ETH Purchases 5:29 Where BitMine’s Capital Comes From 8:27 What Happens When BitMine Reaches 5%? 13:47 Would BitMine Ever Sell Its ETH? 15:29 Maven and BitMine’s Evolution Beyond a Treasury Company 16:52 Ethereum’s Next Narrative 23:06 Does Ethereum Actually Capture Value? 29:13 Is ETH a Store of Value or a Cash-Flowing Asset? 35:19 What BitMine Has Learned From Michael Saylor 37:42 Why BitMine Issued BMNP 42:13 The Proposal That Could Reduce Staking Yield to Zero 47:54 Funding Ethereum Foundation Spinouts 53:23 BitMine’s Role in Ethereum’s Future 1:02:14 Is AI Crowding Crypto Out of the Market? 1:05:11 Has the Crypto Market Already Bottomed? 1:06:18 Tom Lee’s ETH Price Outlook

Bankless

251,043 просмотров • 7 дней назад

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!
15:56

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

718,212 просмотров • 1 год назад

$ETH floodgates are about to open. "If you could see what we’re seeing from the inside, you would be wildly bullish." Ex-BlackRock Joe Chalom and Ethereum co-founder Joe Lubin on why Ethereum’s biggest move is still ahead. For years, $ETH has traded like a Bitcoin beta. But institutions are treating Ethereum like financial infrastructure. Stablecoins were the first real proof point of tokenization, and over 50% is happening on Ethereum. Solana has less than 1/10th of Ethereum’s stablecoin TVL and transaction volume. Tokenized assets? - BlackRock launched on $ETH - Robinhood is launching on $ETH - Governments are choosing $ETH - JPMorgan is tokenizing assets and deposits on $ETH DeFi pioneered on Ethereum. Now AI agents, x402, ERC-8004, and machine-to-machine payments could create a tidal wave of transaction volume. As Chalom puts it: "it’ll be very good at sucking up blockspace." Lubin on $ETH's endgame: Once DeFi feels safe enough, institutions and retail will realize they can "earn significant yield" in an appreciating currency instead of settling for lower yields in a debasing one. The $ETH supercycle is coming.
2:48

$ETH floodgates are about to open. "If you could see what we’re seeing from the inside, you would be wildly bullish." Ex-BlackRock Joe Chalom and Ethereum co-founder Joe Lubin on why Ethereum’s biggest move is still ahead. For years, $ETH has traded like a Bitcoin beta. But institutions are treating Ethereum like financial infrastructure. Stablecoins were the first real proof point of tokenization, and over 50% is happening on Ethereum. Solana has less than 1/10th of Ethereum’s stablecoin TVL and transaction volume. Tokenized assets? - BlackRock launched on $ETH - Robinhood is launching on $ETH - Governments are choosing $ETH - JPMorgan is tokenizing assets and deposits on $ETH DeFi pioneered on Ethereum. Now AI agents, x402, ERC-8004, and machine-to-machine payments could create a tidal wave of transaction volume. As Chalom puts it: "it’ll be very good at sucking up blockspace." Lubin on $ETH's endgame: Once DeFi feels safe enough, institutions and retail will realize they can "earn significant yield" in an appreciating currency instead of settling for lower yields in a debasing one. The $ETH supercycle is coming.

SamAlτcoin.eth 🌞

65,474 просмотров • 1 месяц назад