Video wird geladen...

Video konnte nicht geladen werden

Zur Startseite

.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" ⬇️

coinage_media's profile picture

Coinage ♻️

33,649 subscribers

93,236 Aufrufe • vor 7 Monaten •via X (Twitter)

Wissenschaft & TechnologieFinanzen
LIVE

Anya Rossi• Live Now

Private livecam show

0 Kommentare

Keine Kommentare verfügbar

Kommentare vom Original-Post werden hier angezeigt

Ähnliche Videos

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.’"
0:53

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.’"

Bankless

117,208 Aufrufe • vor 1 Jahr

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:
0:28

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:

FS Insight

425,067 Aufrufe • vor 8 Monaten

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
1:29

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

rip.eth

176,978 Aufrufe • vor 9 Monaten

.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:
2:07

.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:

Wilfred Frost

346,140 Aufrufe • vor 10 Monaten

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.
1:47

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.

Milk Road

21,077 Aufrufe • vor 1 Monat

TOM LEE REVEALS BITMINE’S NEXT PHASE After becoming the world’s largest Ethereum treasury, BitMine is shifting its focus to long-term ecosystem growth. 🔹 Maintain 5% of the ETH supply 🔹 Fund Ethereum Foundation spin offs 🔹 Back financial services & crypto unicorns 🔹 Strengthen the Ethereum ecosystem Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com said BitMine intends to act as neutral, permanent capital for Ethereum rather than simply accumulate ETH. He also noted BMNR’s future remains highly tied to Ethereum, highlighting a 90% historical correlation between the stock and ETH. $BMNR $ETH
4:37

TOM LEE REVEALS BITMINE’S NEXT PHASE After becoming the world’s largest Ethereum treasury, BitMine is shifting its focus to long-term ecosystem growth. 🔹 Maintain 5% of the ETH supply 🔹 Fund Ethereum Foundation spin offs 🔹 Back financial services & crypto unicorns 🔹 Strengthen the Ethereum ecosystem Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com said BitMine intends to act as neutral, permanent capital for Ethereum rather than simply accumulate ETH. He also noted BMNR’s future remains highly tied to Ethereum, highlighting a 90% historical correlation between the stock and ETH. $BMNR $ETH

BMNR Bullz

35,025 Aufrufe • vor 28 Tagen

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.
2:20

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

38,433 Aufrufe • vor 1 Monat

TOM LEE SAID BITCOIN IS GOING TO $250K AND $ETH TO $12K BY THE END OF 2026. SAYS THE CRYPTO WINTER IS OVER. CALLS ETHEREUM “THE FUTURE SETTLEMENT LAYER” FOR WALL STREET + AI. THAT’S A WILD CALL.
2:32

TOM LEE SAID BITCOIN IS GOING TO $250K AND $ETH TO $12K BY THE END OF 2026. SAYS THE CRYPTO WINTER IS OVER. CALLS ETHEREUM “THE FUTURE SETTLEMENT LAYER” FOR WALL STREET + AI. THAT’S A WILD CALL.

Vivek Sen

155,541 Aufrufe • vor 1 Monat

We agree with Thomas (Tom) Lee (not drummer) FSInsight.com Two largest story arcs of our time is ‘Ethereum AND AI’ Would be so great if there was a company out there offering exposure to both
1:09

We agree with Thomas (Tom) Lee (not drummer) FSInsight.com Two largest story arcs of our time is ‘Ethereum AND AI’ Would be so great if there was a company out there offering exposure to both

Sam Tabar

65,135 Aufrufe • vor 11 Monaten

"Short gold, long crypto. For the next year, I think that's a money trade." — Tom Lee Gold just had one of its worst weeks in 50 years. Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee and Mark Newton CMT down what that means, the exact setup to watch, and Fundstrat's just-updated Top 5 large-cap and SMID stock ideas for the month. Link pinned in the comments.
0:40

"Short gold, long crypto. For the next year, I think that's a money trade." — Tom Lee Gold just had one of its worst weeks in 50 years. Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee and Mark Newton CMT down what that means, the exact setup to watch, and Fundstrat's just-updated Top 5 large-cap and SMID stock ideas for the month. Link pinned in the comments.

Fundstrat Direct

4,144,475 Aufrufe • vor 4 Monaten

Tom Lee: Ethereum Will Penalize Impatient Investors On July 7, 2026, Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com stated on the New Era Finance Podcast that the recent lag in the crypto market is primarily due to the aftermath of deleveraging, with capital flowing toward yield-bearing sectors. When discussing how to maintain conviction during the pullback of assets like Ethereum, he noted that the fundamentals remain unchanged. Citing Nvidia's $2 trillion surge in three months after a long consolidation at $160, Tom Lee expressed that both the stock and crypto markets will ultimately penalize impatient investors, and those who cannot hold on are the ones who actually lose.
2:38

Tom Lee: Ethereum Will Penalize Impatient Investors On July 7, 2026, Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com stated on the New Era Finance Podcast that the recent lag in the crypto market is primarily due to the aftermath of deleveraging, with capital flowing toward yield-bearing sectors. When discussing how to maintain conviction during the pullback of assets like Ethereum, he noted that the fundamentals remain unchanged. Citing Nvidia's $2 trillion surge in three months after a long consolidation at $160, Tom Lee expressed that both the stock and crypto markets will ultimately penalize impatient investors, and those who cannot hold on are the ones who actually lose.

Wu Blockchain

27,008 Aufrufe • vor 27 Tagen

EXCLUSIVE – “WALL STREET DOESN’T CARE ABOUT SPEED – THEY WANT ETH” Thomas (Tom) Lee (not drummer) FundstratDirect.com: “The crypto community abandoned Ethereum… they thought faster was better – that’s why Solana and Sui took off. But Wall Street wants 100% uptime, not speed – they can build on layer twos. ETH’s been dead in price for 5 years, and that’s why people stopped caring. But this year is galvanizing the community again. If ETH stays above 4,800, we could see a really big cycle.”
1:27

EXCLUSIVE – “WALL STREET DOESN’T CARE ABOUT SPEED – THEY WANT ETH” Thomas (Tom) Lee (not drummer) FundstratDirect.com: “The crypto community abandoned Ethereum… they thought faster was better – that’s why Solana and Sui took off. But Wall Street wants 100% uptime, not speed – they can build on layer twos. ETH’s been dead in price for 5 years, and that’s why people stopped caring. But this year is galvanizing the community again. If ETH stays above 4,800, we could see a really big cycle.”

Mario Nawfal

433,792 Aufrufe • vor 11 Monaten

Six months ago Ethereum was almost $5,000. Today it's under $2,000. When I put that to Tom Lee in Paris, his response was: "Has anything really changed?" Tom Lee (Thomas (Tom) Lee (not drummer) FundstratDirect.com) is one of Wall Street's most-followed forecasters. While the market wrote Ethereum off, he made the case to me that it's one of the most mispriced assets in the world right now. His framing stuck with me. Gold is worth ~$22 trillion. The stock market over $100 trillion. Real estate ~$300 trillion. And to make those assets composable and move them on-chain, he argues, you run them on Ethereum, which sits at a fraction of that. "If Ethereum is at 300 billion, it's grossly undervalued." We cover: - Why he calls this "crypto spring", fundamentals stronger than ever while price lags - Why tokenization is "not even a question," and what happens when Wall Street actually moves on-chain - Why AI agents carrying wallets and making payments is, in his words, "pretty close to 100%" within three years - Why he can see Ethereum as a 1, 2, or even $5 trillion network "in the next few years" - What most investors are missing at exactly the wrong moment That's his call, not mine, but it's one of the clearest bull cases I've heard on why the biggest move may still be ahead. Full conversation is live. 👇 Is Ethereum the most undervalued asset in crypto right now?
34:28

Six months ago Ethereum was almost $5,000. Today it's under $2,000. When I put that to Tom Lee in Paris, his response was: "Has anything really changed?" Tom Lee (Thomas (Tom) Lee (not drummer) FundstratDirect.com) is one of Wall Street's most-followed forecasters. While the market wrote Ethereum off, he made the case to me that it's one of the most mispriced assets in the world right now. His framing stuck with me. Gold is worth ~$22 trillion. The stock market over $100 trillion. Real estate ~$300 trillion. And to make those assets composable and move them on-chain, he argues, you run them on Ethereum, which sits at a fraction of that. "If Ethereum is at 300 billion, it's grossly undervalued." We cover: - Why he calls this "crypto spring", fundamentals stronger than ever while price lags - Why tokenization is "not even a question," and what happens when Wall Street actually moves on-chain - Why AI agents carrying wallets and making payments is, in his words, "pretty close to 100%" within three years - Why he can see Ethereum as a 1, 2, or even $5 trillion network "in the next few years" - What most investors are missing at exactly the wrong moment That's his call, not mine, but it's one of the clearest bull cases I've heard on why the biggest move may still be ahead. Full conversation is live. 👇 Is Ethereum the most undervalued asset in crypto right now?

Michaël van de Poppe

422,609 Aufrufe • vor 1 Monat

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.
1:23

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.

Bankless

501,759 Aufrufe • vor 1 Jahr

Tom Lee: ETH 2.0 Could Support a $250,000 Long Term Target On July 13, 2026, at WebX 2026 in Tokyo, BitMine Chairman Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com said Ethereum is entering its 2.0 phase, using Amazon, Nvidia, and JPMorgan as re-rating analogies and arguing that ETH will become money and serve as a settlement rail in an AI agent driven world shaped by the “uncanny valley of wealth” thesis. BitMine now holds 5.74 million ETH, or 4.8% of supply, has led ETH Labs and Ethereum Institutional, and plans to keep concentration below 5% while continuing to fund Ethereum related projects, public goods, and broader ecosystem growth.
2:15

Tom Lee: ETH 2.0 Could Support a $250,000 Long Term Target On July 13, 2026, at WebX 2026 in Tokyo, BitMine Chairman Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com said Ethereum is entering its 2.0 phase, using Amazon, Nvidia, and JPMorgan as re-rating analogies and arguing that ETH will become money and serve as a settlement rail in an AI agent driven world shaped by the “uncanny valley of wealth” thesis. BitMine now holds 5.74 million ETH, or 4.8% of supply, has led ETH Labs and Ethereum Institutional, and plans to keep concentration below 5% while continuing to fund Ethereum related projects, public goods, and broader ecosystem growth.

Wu Blockchain

19,130 Aufrufe • vor 18 Tagen

LATEST: Thomas (Tom) Lee (not drummer) FundstratDirect.com: "gonna slow down our pace of buying." Tom Lee reveals that they may accumulate at a slower pace, "because there's other things to be doing in crypto right now." On the Anchorage Digital ⚓️ Digital Mainstage at Consensus 2026 Miami.
0:25

LATEST: Thomas (Tom) Lee (not drummer) FundstratDirect.com: "gonna slow down our pace of buying." Tom Lee reveals that they may accumulate at a slower pace, "because there's other things to be doing in crypto right now." On the Anchorage Digital ⚓️ Digital Mainstage at Consensus 2026 Miami.

CoinDesk

122,159 Aufrufe • vor 3 Monaten

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."
2:08

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."

TBPN

240,307 Aufrufe • vor 1 Jahr

TOM LEE: THIS IS CASH RAISING, NOT THE TOP Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com says the market is getting hit because institutions are raising cash ahead of the $75B SpaceX IPO. They may need cash for the IPO, then more cash to build a full market weight position in the aftermarket. That means selling recent winners. But Tom says the charts are not broken, this dip gets bought, and because so many people think SpaceX marks the top, it probably is not the top.
4:08

TOM LEE: THIS IS CASH RAISING, NOT THE TOP Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com says the market is getting hit because institutions are raising cash ahead of the $75B SpaceX IPO. They may need cash for the IPO, then more cash to build a full market weight position in the aftermarket. That means selling recent winners. But Tom says the charts are not broken, this dip gets bought, and because so many people think SpaceX marks the top, it probably is not the top.

BMNR Bullz

436,008 Aufrufe • vor 2 Monaten

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 Aufrufe • vor 11 Monaten

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
32:32

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

CoinDesk

24,697 Aufrufe • vor 2 Monaten