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.Thomas (Tom) Lee (not drummer) FSInsight.com's top crypto analyst Sean Farrell joined us to explain why Ethereum remains their top bet in 2026, projecting a 61% gain to $BTC's 25% "There is that secular tailwind of RWAs and tokenization [Wall Street] can latch its teeth to" ⬇️

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Can Ethereum 100x and flip Bitcoin? According to Tom Lee ( Thomas (Tom) Lee (not drummer) FundstratDirect.com ), yes. "There is a significant probability that Ethereum could flip Bitcoin in terms of network value.’"
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Early Access to our biggest sale of the year is now live for our FS Insight community! Get institutional-grade research from Thomas (Tom) Lee (not drummer) FSInsight.com's Tom Lee, Mark Newton CMT, and Sean Farrell at the lowest price we offer all year. Save now:

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Ethereum is probably in a supercycle, similar to what happened to Wall Street in 1971 ETH could recover its ETH/BTC ratio, 2021 highs, that would put ETH at around $21K. Larry Fink, Robinhood, they want to tokenize everything on the blockchain, and they’re gonna build it on a neutral public chain, which about 70% of that is happening on Ethereum. — Thomas (Tom) Lee (not drummer) FundstratDirect.com
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Ethereum is probably in a supercycle, similar to what happened to Wall Street in 1971 ETH could recover its ETH/BTC ratio, 2021 highs, that would put ETH at around $21K. Larry Fink, Robinhood, they want to tokenize everything on the blockchain, and they’re gonna build it on a neutral public chain, which about 70% of that is happening on Ethereum. — Thomas (Tom) Lee (not drummer) FundstratDirect.com

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.Cathie Wood explains why she disagrees - in a friendly way - with Tom Lee Thomas (Tom) Lee (not drummer) FSInsight.com & favours Bitcoin over Ethereum, but is increasingly warming up to Ether & buying Bitmine. Full bonus crypto episode with Cathie here:
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.Cathie Wood explains why she disagrees - in a friendly way - with Tom Lee Thomas (Tom) Lee (not drummer) FSInsight.com & favours Bitcoin over Ethereum, but is increasingly warming up to Ether & buying Bitmine. Full bonus crypto episode with Cathie here:

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Tom Lee: AI is stealing crypto's spotlight - but that's not the full story. "Crypto is still a really important downstream story to AI..." "Wall Street has an outdated tech stack that they want to upgrade and that is going to be built on crypto rails." Price is lagging, but the crypto adoption story hasn't broken. FT Anthony Scaramucci Thomas (Tom) Lee (not drummer) FundstratDirect.com All Things Markets SkyBridge.

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This is the biggest ETH bull we've ever seen. 5% of total ETH supply. And $BMNR is moving faster than Michael Saylor. Thomas (Tom) Lee (not drummer) FSInsight.com says that this is the vehicle that Wall St. and the US Government want to see.

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We asked Thomas (Tom) Lee (not drummer) FSInsight.com (Chief Investment Officer of Fundstrat Capital) to explain the strategic decision for $BMNR to focus on Ethereum due to its role in stablecoins. "Stablecoins are the ChatGPT of Fintech." "They provide a logarithmic benefit over traditional systems." "Stablecoins is a $250B market, and Secretary Bessent said it could grow to $2T." "Large companies will need to secure the Layer 1 (what stablecoins transact on) that they're operating on." "We're kind of like the plumbing of what banks will look like in the future because they will be staking Ethereum on their balance sheet of crypto in order to fund and operate their stablecoin."

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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.

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On CoinDesk's Public Keys at NYSE 🏛: • 21shares' Ξliézer Ndinga makes the bull case for HYPE and sets a $75 target • Thomas (Tom) Lee (not drummer) FundstratDirect.com's Sean Farrell on why crypto IPOs are stalling • Nuva Labs CEO Anthony Moro on bringing $19B in tokenized RWAs onto Ethereum. Watch with Jenn Sanasie. Chapters: 00:00 Welcome to Public Keys 00:38 Clarity Act Passes, Macro Headwinds Hit Crypto 01:53 Crypto IPO Boom Hits a Speed Bump 02:09 Fundstrat's Sean Farrell Joins Public Keys 03:30 Why AI Is Driving the Tech IPO Market 05:00 Bitcoin Miners Pivot to AI for Higher Yields 06:13 Macro Outlook and Fed Chair Warsh 08:12 Hyperliquid's $850M Revenue and Pre-IPO Markets 12:23 Bitcoin and Ethereum ETFs See Major Outflows 13:48 Two HYPE ETFs Launch on Wall Street 14:25 21Shares' Eli Ndinga on the THYP Debut 17:30 The Bull and Bear Case for Hyperliquid 22:30 21Shares' $75 Price Target for HYPE 23:55 Nuva Labs Launches with $19B in Tokenized RWAs 30:00 The Nuva Roadmap and Token Generation Event

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What does Tom Lee know about #Ethereum that the rest of crypto doesn’t? 👀 Who really is this guy? Because he might be making one of the biggest bets in financial history. Why is he willing to make a $10+ billion bet on Ethereum? 🤔👇🏼

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Tom Lee: Wall Street Is Choosing Ethereum as the Underlying Layer In an interview with The Master Investor Podcast with Wilfred Frost on January 20, Bitmine Chairman Tom Lee said that despite long-term pressure on the ETH/BTC ratio, the tokenization trend is prompting Wall Street to deploy stablecoins, money market funds, and credit assets on Ethereum. As institutions such as JPMorgan and BlackRock begin using it in practice, Ethereum is emerging as a key infrastructure for traditional finance’s entry into blockchain. Source:

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