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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... show more

Bankless

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I built a simulator for Bitmine (NYSE-BMNR) $ETH share price I'm shocked to find that $BMNR can have a parabolic rally easily if Thomas (Tom) Lee (not drummer) FundstratDirect.com 's Ethereum thesis is correct If $ETH hits $20000, that's over $500 per share for $BMNR In the long run, $ETH can be over $40000 for sure imo

I built a simulator for Bitmine (NYSE-BMNR) $ETH share price I'm shocked to find that $BMNR can have a parabolic rally easily if Thomas (Tom) Lee (not drummer) FundstratDirect.com 's Ethereum thesis is correct If $ETH hits $20000, that's over $500 per share for $BMNR In the long run, $ETH can be over $40000 for sure imo

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Tom Lee: In 12 months, $BMNR became the largest single $ETH staking operator in the world and accumulated 5.74M ETH. (4.8% of the total supply.) And for each of the three key spin-offs from the Ethereum Foundation, Bitmine acted as the lead investor. "We are neutral capital... we just want to strengthen the Ethereum ecosystem." FT Thomas (Tom) Lee (not drummer) FundstratDirect.com Bitmine (NYSE-BMNR) $ETH.

Tom Lee: In 12 months, $BMNR became the largest single $ETH staking operator in the world and accumulated 5.74M ETH. (4.8% of the total supply.) And for each of the three key spin-offs from the Ethereum Foundation, Bitmine acted as the lead investor. "We are neutral capital... we just want to strengthen the Ethereum ecosystem." FT Thomas (Tom) Lee (not drummer) FundstratDirect.com Bitmine (NYSE-BMNR) $ETH.

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🚨 TOM LEE Thomas (Tom) Lee (not drummer) FundstratDirect.com: “ETH IS THE INVESTMENT OF THE DECADE” 🚨 At TOKEN2049, Bitmine (NYSE-BMNR) $ETH’s Tom Lee says we’re living through a 1971 moment for finance. Wall Street is rebuilding itself ~ this time on Ethereum. 💥 Stablecoins → $4T+ 💥 Tokenized assets, AI, IP, real estate, credit 💥 ETH breakout targets: $12K → $22K → $62K 💥 BitMine’s ETH per share up 9× in 9 weeks “The next Wall St boom will be on-chain.” $ETH / $BMNR

🚨 TOM LEE Thomas (Tom) Lee (not drummer) FundstratDirect.com: “ETH IS THE INVESTMENT OF THE DECADE” 🚨 At TOKEN2049, Bitmine (NYSE-BMNR) $ETH’s Tom Lee says we’re living through a 1971 moment for finance. Wall Street is rebuilding itself ~ this time on Ethereum. 💥 Stablecoins → $4T+ 💥 Tokenized assets, AI, IP, real estate, credit 💥 ETH breakout targets: $12K → $22K → $62K 💥 BitMine’s ETH per share up 9× in 9 weeks “The next Wall St boom will be on-chain.” $ETH / $BMNR

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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

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

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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!

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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TOM LEE: ZERO CHANCE OF AN ETHEREUM FUNDING CRISIS. “Funding secured.” Critics say Ethereum core development may need roughly $30M a year and could face a funding gap. TOM LEE says Ethereum treasuries already generate around $500M a year in staking rewards. That is the real answer. 🔹 EF now holds 0.1% of ETH supply 🔹 Ethereum treasuries hold around 7% 🔹 Bitmine is 65% of treasury holdings 🔹 Treasury yield can fund grants and builders Ethereum funding is moving beyond one foundation. TOM LEE Thomas (Tom) Lee (not drummer) FundstratDirect.com says Ethereum is in good hands. $ETH $BMNR

TOM LEE: ZERO CHANCE OF AN ETHEREUM FUNDING CRISIS. “Funding secured.” Critics say Ethereum core development may need roughly $30M a year and could face a funding gap. TOM LEE says Ethereum treasuries already generate around $500M a year in staking rewards. That is the real answer. 🔹 EF now holds 0.1% of ETH supply 🔹 Ethereum treasuries hold around 7% 🔹 Bitmine is 65% of treasury holdings 🔹 Treasury yield can fund grants and builders Ethereum funding is moving beyond one foundation. TOM LEE Thomas (Tom) Lee (not drummer) FundstratDirect.com says Ethereum is in good hands. $ETH $BMNR

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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.’"

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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JOE LUBIN: ETHEREUM IS NO LONGER A ONE FOUNDATION ECOSYSTEM. The Ethereum Foundation is reducing its budget and focusing on core protocol development. Meanwhile, Lubin says new organizations are emerging to help drive adoption, commercialization and ecosystem growth. Most notably, he confirmed discussions involving ConsenSys, SharpLink and BitMine. Thomas (Tom) Lee (not drummer) FundstratDirect.com "We've actually been talking to our friends at BMNR." Ethereum is becoming a network of specialized institutions, not a network dependent on a single foundation. $ETH $BMNR $SBET

JOE LUBIN: ETHEREUM IS NO LONGER A ONE FOUNDATION ECOSYSTEM. The Ethereum Foundation is reducing its budget and focusing on core protocol development. Meanwhile, Lubin says new organizations are emerging to help drive adoption, commercialization and ecosystem growth. Most notably, he confirmed discussions involving ConsenSys, SharpLink and BitMine. Thomas (Tom) Lee (not drummer) FundstratDirect.com "We've actually been talking to our friends at BMNR." Ethereum is becoming a network of specialized institutions, not a network dependent on a single foundation. $ETH $BMNR $SBET

BMNR Bullz

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One of the more fascinating parts of my conversation with Caitlin Long 🔑⚡️🟠 was on Ethereum winning the tokenization battle: " Thomas (Tom) Lee (not drummer) FundstratDirect.com is one of the famous $ETH bulls and his theory is big institutions ... are going to pick Ethereum and a lot of that is coming true"

One of the more fascinating parts of my conversation with Caitlin Long 🔑⚡️🟠 was on Ethereum winning the tokenization battle: " Thomas (Tom) Lee (not drummer) FundstratDirect.com is one of the famous $ETH bulls and his theory is big institutions ... are going to pick Ethereum and a lot of that is coming true"

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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

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

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🔥 CATHIE WOOD IS ALL IN ON ETH 🔥 On CoinDesk today, Cathie Wood laid out why Ethereum is becoming the institutional protocol: - Coinbase L2 = Ethereum - Robinhood L2 = Ethereum - Stablecoin boom is mostly happening on Ethereum - $ETH treasuries offer utility and staking unlike Bitcoin treasuries - “We had a thesis Ethereum would be the institutional protocol” - now it’s playing out in real time - Ethereum might be higher cost and a little slower, but it’s decentralized more secure - First time ARK ETFs have be able to take a solid position in ETH - ARK invested in Tom Lee’s $BMNR, the largest ETH treasury in the world The foundation of the next financial system is being laid out in real time And it’s all on Ethereum ⟠

🔥 CATHIE WOOD IS ALL IN ON ETH 🔥 On CoinDesk today, Cathie Wood laid out why Ethereum is becoming the institutional protocol: - Coinbase L2 = Ethereum - Robinhood L2 = Ethereum - Stablecoin boom is mostly happening on Ethereum - $ETH treasuries offer utility and staking unlike Bitcoin treasuries - “We had a thesis Ethereum would be the institutional protocol” - now it’s playing out in real time - Ethereum might be higher cost and a little slower, but it’s decentralized more secure - First time ARK ETFs have be able to take a solid position in ETH - ARK invested in Tom Lee’s $BMNR, the largest ETH treasury in the world The foundation of the next financial system is being laid out in real time And it’s all on Ethereum ⟠

Crypto-Gucci.eth ᵍᵐ🦇🔊

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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

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

Bankless

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Tom Lee on why institutional money HAS to buy $BMNR instead of $ETH directly. Large asset managers "can't buy ETH, the native token, because they would actually have to maintain a crypto wallet." But they can buy equities. Bitmine is in the Russell 1000 and trades on NYSE - "the only Ethereum large cap stock they could buy today." The equity investor universe is $240T. The native crypto investor universe is "a couple hundred billion." The numbers on where the big money flows is pretty clear. FT Thomas (Tom) Lee (not drummer) FundstratDirect.com Bitmine (NYSE-BMNR) $ETH.

Tom Lee on why institutional money HAS to buy $BMNR instead of $ETH directly. Large asset managers "can't buy ETH, the native token, because they would actually have to maintain a crypto wallet." But they can buy equities. Bitmine is in the Russell 1000 and trades on NYSE - "the only Ethereum large cap stock they could buy today." The equity investor universe is $240T. The native crypto investor universe is "a couple hundred billion." The numbers on where the big money flows is pretty clear. FT Thomas (Tom) Lee (not drummer) FundstratDirect.com Bitmine (NYSE-BMNR) $ETH.

Milk Road

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.Justin Drake: "I don't see how ETH could not flip BTC" Justin is asked: What's Ethereum? Is it a settlement layer? A world computer? Monetary network? He responds: "For me, this hasn't changed for many years. Ethereum is the Internet of Value." "In order to be successful as the Internet of Value you need very good money at the center of it because that will be the substrate -- the economic bandwidth -- that will allow you to build a lot of services (e.g. loans, stablecoins)." "In some sense, the success of the platform and the success of the money are tied at the hip. This is why I think those who are pushing for ETH as money are really helping the platform and vice versa -- those who are helping the platform are helping with ETH the money." "One of my theses is that we'll have winner-takes-most platforms. There's only one Internet. There's only going to be one Internet of Value that captures 90-99% of all economic activity. And just for weird, path-dependent reasons, we have Bitcoin that is the largest money right now. But I think this is a highly-unstable equilibrium for multiple reasons. And I think the best candidate to win the Internet of Value is by far Ethereum." Fede’s intern 🥊 adds to this point, "I was never convinced there was a chance of [Ethereum flipping Bitcoin] to be honest. But I'm getting convinced there's a high probability -- you [Justin] have played a part in convincing me because of the issuance (declining block subsidy) and now the post-quantum. I do think there's a high chance that ETH becomes the dominant economic substrate in the long-term. I don't see how proof-of-work could work long-term." Justin echoes this: "Unless there's some catastrophic failure of Ethereum, I don't see how Ethereum could not flip Bitcoin." Source: Blockspace Forum Read our thesis on why ETH is better money than BTC below 👇

.Justin Drake: "I don't see how ETH could not flip BTC" Justin is asked: What's Ethereum? Is it a settlement layer? A world computer? Monetary network? He responds: "For me, this hasn't changed for many years. Ethereum is the Internet of Value." "In order to be successful as the Internet of Value you need very good money at the center of it because that will be the substrate -- the economic bandwidth -- that will allow you to build a lot of services (e.g. loans, stablecoins)." "In some sense, the success of the platform and the success of the money are tied at the hip. This is why I think those who are pushing for ETH as money are really helping the platform and vice versa -- those who are helping the platform are helping with ETH the money." "One of my theses is that we'll have winner-takes-most platforms. There's only one Internet. There's only going to be one Internet of Value that captures 90-99% of all economic activity. And just for weird, path-dependent reasons, we have Bitcoin that is the largest money right now. But I think this is a highly-unstable equilibrium for multiple reasons. And I think the best candidate to win the Internet of Value is by far Ethereum." Fede’s intern 🥊 adds to this point, "I was never convinced there was a chance of [Ethereum flipping Bitcoin] to be honest. But I'm getting convinced there's a high probability -- you [Justin] have played a part in convincing me because of the issuance (declining block subsidy) and now the post-quantum. I do think there's a high chance that ETH becomes the dominant economic substrate in the long-term. I don't see how proof-of-work could work long-term." Justin echoes this: "Unless there's some catastrophic failure of Ethereum, I don't see how Ethereum could not flip Bitcoin." Source: Blockspace Forum Read our thesis on why ETH is better money than BTC below 👇

Etherealize

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Kyle Reidhead (Kyle Reidhead | Milk Road) explains why he agrees with David Hoffman in the short term and disagrees in the long term: "David's article: Ethereum is going to be great, but ETH won't be any good. I disagree with that. But I agree with it in the short term." "ETH is $250 billion, ridiculous for what's done on it today. Short term: HYPE is a better bet." "Long term: ETH is probably the best bet on the crypto ecosystem. Agentic payments, tokenization, treasuries, stocks onchain. Ethereum benefits. ETH has a place. We just need a lot more onchain first."

Kyle Reidhead (Kyle Reidhead | Milk Road) explains why he agrees with David Hoffman in the short term and disagrees in the long term: "David's article: Ethereum is going to be great, but ETH won't be any good. I disagree with that. But I agree with it in the short term." "ETH is $250 billion, ridiculous for what's done on it today. Short term: HYPE is a better bet." "Long term: ETH is probably the best bet on the crypto ecosystem. Agentic payments, tokenization, treasuries, stocks onchain. Ethereum benefits. ETH has a place. We just need a lot more onchain first."

The Rollup

22,839 görüntüleme • 2 ay önce

The ethereum:native roadmap needs a trillion-dollar north star. ansgar.eth: “I think we are very clearly pro markets. We’re very pro growth.” “Ethereum has, in many ways, had a lot of success.” “Now the problem is it had that success five years ago.” “The market is right now expressing, ‘Yes, you kind of won round one, but what’s round two?’” “What does it take for ETH to be a trillion dollar asset?” “For us, that will be one of our north stars.”

The ethereum:native roadmap needs a trillion-dollar north star. ansgar.eth: “I think we are very clearly pro markets. We’re very pro growth.” “Ethereum has, in many ways, had a lot of success.” “Now the problem is it had that success five years ago.” “The market is right now expressing, ‘Yes, you kind of won round one, but what’s round two?’” “What does it take for ETH to be a trillion dollar asset?” “For us, that will be one of our north stars.”

Bankless

34,400 görüntüleme • 1 ay önce

The ETH thesis for Thomas (Tom) Lee (not drummer) FundstratDirect.com is simple. He's frontrunning ETH accumulation by the banks. "Ethereum is also the architecture that future banks will have. When goldman issues a stablecoin and JPMorgan doing it on Ethereum as Layer 1 blockchain they're going to want to secure it by staking Ethereum so, we're trying to get in front of that by creating an Ethereum treasury vehicle." Why is Tom Lee converting a bitcoin mining company to an ETH treasury and staking company? Simple. The banks will have stablecoins. The stablecoins will deploy on Ethereum. And so...the banks will acquire & stake ETH to secure their stablecoins. First commercial banks buy and stake. Then central banks buy and stake ETH. ETH becomes a world reserve asset. He's frontrunning the obvious ETH accumulation trend - just as he did with bitcoin many years ago. Bullish ETH.

The ETH thesis for Thomas (Tom) Lee (not drummer) FundstratDirect.com is simple. He's frontrunning ETH accumulation by the banks. "Ethereum is also the architecture that future banks will have. When goldman issues a stablecoin and JPMorgan doing it on Ethereum as Layer 1 blockchain they're going to want to secure it by staking Ethereum so, we're trying to get in front of that by creating an Ethereum treasury vehicle." Why is Tom Lee converting a bitcoin mining company to an ETH treasury and staking company? Simple. The banks will have stablecoins. The stablecoins will deploy on Ethereum. And so...the banks will acquire & stake ETH to secure their stablecoins. First commercial banks buy and stake. Then central banks buy and stake ETH. ETH becomes a world reserve asset. He's frontrunning the obvious ETH accumulation trend - just as he did with bitcoin many years ago. Bullish ETH.

RYAN SΞAN ADAMS

474,333 görüntüleme • 1 yıl önce

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.

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 görüntüleme • 1 ay önce

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

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 görüntüleme • 2 ay önce

Ethereum is officially transitioning to a monopoly L2s are finished, $ETH monopolizes smart contract rails In my mental framework, $ETH is a value index of smart contracts. It has network effect (most wallets), economies of scale (60% stablecoins are tokenized on ethereum) and proprietary technology (100% uptime). It's early days to talk about value capture because no token has really pumped because of utility the past 10 years, it's mostly the social value that creates fomo which created the pumps. Ethereum is the symbol the OG crypto anarchist social value, and vitalik.eth and the Ethereum community keep pushing for that. This community can't be replaced with Solana or BNB's community, which is a real moat that Ethereum has. One can argue Bitcoin has similar or more hardcore anarchist community, yes, this is why $BTC is number one and $ETH is number two. But over time I believe Ethereum's upside is far better because smart contracts enable it to scale its community via use cases/Apps like stablecoin and DAOs. Despite Thomas (Tom) Lee (not drummer) FundstratDirect.com buying 5% of $ETH that OG ethos of Ethereum is not going to change to the "enterprise chain" ethos because of the $ETH community and vitalik.eth. $ETH $BMNR

Ethereum is officially transitioning to a monopoly L2s are finished, $ETH monopolizes smart contract rails In my mental framework, $ETH is a value index of smart contracts. It has network effect (most wallets), economies of scale (60% stablecoins are tokenized on ethereum) and proprietary technology (100% uptime). It's early days to talk about value capture because no token has really pumped because of utility the past 10 years, it's mostly the social value that creates fomo which created the pumps. Ethereum is the symbol the OG crypto anarchist social value, and vitalik.eth and the Ethereum community keep pushing for that. This community can't be replaced with Solana or BNB's community, which is a real moat that Ethereum has. One can argue Bitcoin has similar or more hardcore anarchist community, yes, this is why $BTC is number one and $ETH is number two. But over time I believe Ethereum's upside is far better because smart contracts enable it to scale its community via use cases/Apps like stablecoin and DAOs. Despite Thomas (Tom) Lee (not drummer) FundstratDirect.com buying 5% of $ETH that OG ethos of Ethereum is not going to change to the "enterprise chain" ethos because of the $ETH community and vitalik.eth. $ETH $BMNR

Bitmine Marine (BMNR)

45,601 görüntüleme • 6 ay önce