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.Thomas (Tom) Lee (not drummer) FundstratDirect.com thinks crypto winter may already be ending, and Wall Street could be caught underexposed. His setup: cash on the sidelines + ETH outperforming + regulatory catalysts + investors rotating back from AI. If institutions start performance chasing, he expects a “huge institutional bid”...

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Milk Road Crypto

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126,702 Aufrufe • vor 2 Monaten •via X (Twitter)

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15 Kommentare

Profilbild von Robert
Robertvor 2 Monaten

@fundstrat Tom looks tired - he's working overtime!!

Profilbild von Kent Hughes
Kent Hughesvor 2 Monaten

@fundstrat I love Tom Lee. He has never been Barish about crypto so he’s got a dog in the race. I wanna I don’t like about what Tom is doing is he’s always been objective about the S&P 500. He has no objectivity regarding crypto. He’s got a dog in the race.

Profilbild von Dawson🕸🫧
Dawson🕸🫧vor 2 Monaten

@fundstrat Great convo

Profilbild von BMNR Bullz | Markets & Crypto
BMNR Bullz | Markets & Cryptovor 2 Monaten

@fundstrat Great chat as usual folks 👏

Profilbild von gradwolf.eth
gradwolf.ethvor 2 Monaten

@fundstrat A tom lee episode let's goooo

Profilbild von 정꿈
정꿈vor 2 Monaten

@fundstrat 가자

Profilbild von Anthony
Anthonyvor 2 Monaten

@fundstrat Fantastic interview.

Profilbild von Nathan Smith
Nathan Smithvor 2 Monaten

@fundstrat That's was a AI Tom Lee

Profilbild von 축복ㆍ시방時方
축복ㆍ시방時方vor 2 Monaten

@fundstrat Matt Hougan Crypto

Profilbild von 축복ㆍ시방時方
축복ㆍ시방時方vor 2 Monaten

@fundstrat Crypto

Profilbild von Sir Nostalja 🇳🇬 🌍 🔞
Sir Nostalja 🇳🇬 🌍 🔞vor 2 Monaten

@fundstrat Tom is way too smart for us

Profilbild von Kent Hughes
Kent Hughesvor 2 Monaten

@fundstrat Tom has a dog in the race

Profilbild von 小明 gate芝麻 返佣85%
小明 gate芝麻 返佣85%vor 2 Monaten

@fundstrat 场外现金等回调这招我熟，上轮牛市就这么踏空的，但AI资金回流币圈确实有点意思，机构年底冲业绩怕不是要帮我们抬轿子

Profilbild von Jasper | De Lange Termijn 💡
Jasper | De Lange Termijn 💡vor 2 Monaten

@fundstrat Waking up to another great interview about $ETH with Tom Lee? I'm all for it!

Profilbild von The AI Therapist
The AI Therapistvor 2 Monaten

@fundstrat Cash on sidelines + ETH outperforming = Wall Street realizing they're short the liquidity that actually settles the trade. catch up or pay rent.

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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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TOM LEE: CRYPTO IS HOW HUMANS CONTROL THE AI FUTURE. Prof G asked why Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com is still bullish after a brutal year for crypto and BitMine buying another $40M+ of ETH. His answer was bigger than price. Crypto solves trusted settlement between untrusted parties. That is why Wall Street is building tokenized assets, stablecoin rails and new financial infrastructure on-chain. Then he tied it to AI. 🔹 Agents create wealth 🔹 Robots create wealth 🔹 Blockchain gives them rails 🔹 Crypto keeps humans in control Tom called it the “uncanny valley of wealth.” At some point, if agents make more money than humans, the question becomes simple: Do they work for us, or do we work for them? $ETH $BMNR

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🚨 TOM LEE: ETHEREUM IS THE LAST STOP FOR THE AI TRADE. AI money has already flowed through semis, memory and software. Now Lee says crypto is next. 🔹 AI agents need crypto rails 🔹 Tokenization could reach $300T 🔹 Stablecoins already exceed Visa volume 🔹 Software broke out while $ETH still lags Wall Street is pushing to tokenize stocks, bonds, real estate and commodities. Every major AI winner has rerated. Ethereum hasn’t. $ETH

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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!

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Could an AI bubble hurt crypto? Raoul Pal shares his outlook on ETH, SOL, SUI, Zcash and Hyperliquid, and why he believes 99% of investors fail to beat the market. Watch the latest #TRADESECRETS with Ciaran Lyons. 00:00 - Why crypto could become “unstoppable” 00:41 - Is Bitcoin ready for its next big move? 01:45 - The ONE signal Bitcoin investors should watch 03:37 - What happens if the AI boom ends? 04:46 - Why predicting crypto liquidity is harder than you think 07:37 - How high can Bitcoin go? Raoul refuses to predict 08:29 - Can Zcash keep exploding higher? 10:23 - Why Wall Street could make crypto unstoppable 12:06 - Raoul’s biggest frustration with crypto investors 14:13 - Will AI replace human traders? 15:05 - What markets could look like by 2030 16:27 - Why most investors should stop trading 17:43 - Bitcoin or AI stocks? Raoul’s simple approach 18:20 - Why 99% of investors may fail to outperform 19:35 - Raoul’s “Don’t F*** This Up” portfolio strategy 20:46 - The truth about memecoins 21:33 - Politics, regulation and crypto 23:26 - Raoul’s take on Hyperliquid 24:16 - Could Solana overtake Ethereum? 25:47 - The three cryptos Raoul is focused on 26:34 - Why Raoul is betting on Sui 27:22 - Why he thinks investors misunderstand blockchain value 28:50 - Could Bitcoin really hit $1 million?

Cointelegraph

67,935 Aufrufe • vor 1 Monat

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
1:10:45

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

419,833 Aufrufe • vor 11 Monaten

Tokenization’s first chapter is already over. The market has grown to roughly $ 40- 50 B, but Carlos Domingo thinks the real challenge now is getting to $1 TRILLION. His take: we’re at “the end of the beginning.” The next phase is turning tokenization into a multi-trillion-dollar industry. FT John Gillen - WartimeEthereum.eth Securitize Subscribe so you don't miss the next one 👇 ⏱ TIME POINTS ⏱ 00:00 - Intro 01:06 - Why Is Tokenization Exploding? 02:12 - Robinhood’s Tokenized Stock Controversy 03:36 - How Securitize Tokenizes Stocks 05:26 - How Does Tokenization Work? 06:46 - PRO 07:15 - How BlackRock Is Moving On-Chain 11:20 - Why Tokenized Equities Are on Solana 14:53 - DTCC vs. Securitize 18:25 - How Tokenization Benefits Crypto 22:00 - Why Transfer Agents Matter 26:59 - Sponsor: Saber Money 27:40 - What the SEC’s New Rules Could Unlock 31:54 - Which Assets Are Moving On-Chain? 36:48 - Securitize’s Growth Strategy 38:49 - Wrap-Up
40:21

Tokenization’s first chapter is already over. The market has grown to roughly $ 40- 50 B, but Carlos Domingo thinks the real challenge now is getting to $1 TRILLION. His take: we’re at “the end of the beginning.” The next phase is turning tokenization into a multi-trillion-dollar industry. FT John Gillen - WartimeEthereum.eth Securitize Subscribe so you don't miss the next one 👇 ⏱ TIME POINTS ⏱ 00:00 - Intro 01:06 - Why Is Tokenization Exploding? 02:12 - Robinhood’s Tokenized Stock Controversy 03:36 - How Securitize Tokenizes Stocks 05:26 - How Does Tokenization Work? 06:46 - PRO 07:15 - How BlackRock Is Moving On-Chain 11:20 - Why Tokenized Equities Are on Solana 14:53 - DTCC vs. Securitize 18:25 - How Tokenization Benefits Crypto 22:00 - Why Transfer Agents Matter 26:59 - Sponsor: Saber Money 27:40 - What the SEC’s New Rules Could Unlock 31:54 - Which Assets Are Moving On-Chain? 36:48 - Securitize’s Growth Strategy 38:49 - Wrap-Up

Milk Road Crypto

14,610 Aufrufe • vor 1 Monat