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TOM LEE: AI INCREASES THE NEED FOR BLOCKCHAIN Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com says the bull market is still intact, but the bigger point is crypto. As AI gets stronger, blockchain becomes more important because transactions need to be proven, validated and protected. Wall Street is... show more

BMNR Bullz

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224,836 просмотров • 3 месяцев назад •via X (Twitter)

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Tom Lee says the crypto narrative is still in good shape despite AI stealing the FOMO.🎙️ "Wall Street is still tokenizing, it's a big innovation, turning money into software, tokenizing equities and real estate. 💸 These are composability issues that only happen on blockchain."

Tom Lee says the crypto narrative is still in good shape despite AI stealing the FOMO.🎙️ "Wall Street is still tokenizing, it's a big innovation, turning money into software, tokenizing equities and real estate. 💸 These are composability issues that only happen on blockchain."

Bitcoin.com News

12,398 просмотров • 3 месяцев назад

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 "Wall Street has an outdated tech stack that they want to upgrade and that is going to be built on crypto rails."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.

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 "Wall Street has an outdated tech stack that they want to upgrade and that is going to be built on crypto rails."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 просмотров • 3 месяцев назад

TOM LEE: AI AGENTS WILL NEED CRYPTO Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com says the next 3 years are almost guaranteed to bring AI agents with wallets, robots doing real world work, autonomous cars, and machine to machine commerce at massive scale. But the infrastructure does not exist yet. 🔹 AI agents need wallets 🔹 Robots need payments 🔹 Machines need trust 🔹 Centralized control is a risk 🔹 Blockchain is the neutral layer His point is simple. The agentic economy cannot run on one company controlling everything. It needs an open trust layer. That is where crypto comes in. $ETH $BMNR

TOM LEE: AI AGENTS WILL NEED CRYPTO Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com says the next 3 years are almost guaranteed to bring AI agents with wallets, robots doing real world work, autonomous cars, and machine to machine commerce at massive scale. But the infrastructure does not exist yet. 🔹 AI agents need wallets 🔹 Robots need payments 🔹 Machines need trust 🔹 Centralized control is a risk 🔹 Blockchain is the neutral layer His point is simple. The agentic economy cannot run on one company controlling everything. It needs an open trust layer. That is where crypto comes in. $ETH $BMNR

BMNR Bullz | Markets & Crypto

17,351 просмотров • 2 месяцев назад

🚨 TOM LEE: CRYPTO COULD BECOME AS LARGE AS AI “If AI is now a $10 trillion economy… maybe it goes to $100 trillion. Is crypto going to be stuck at $1.5 trillion? I’m highly, highly doubtful.” Tom Thomas (Tom) Lee (not drummer) FundstratDirect.com thesis is that an agentic economy will favor blockchain rails for machine to machine transactions, microtransactions and real world activity. The next major wave of crypto adoption may come from machines, not people. $ETH $BMNR

🚨 TOM LEE: CRYPTO COULD BECOME AS LARGE AS AI “If AI is now a $10 trillion economy… maybe it goes to $100 trillion. Is crypto going to be stuck at $1.5 trillion? I’m highly, highly doubtful.” Tom Thomas (Tom) Lee (not drummer) FundstratDirect.com thesis is that an agentic economy will favor blockchain rails for machine to machine transactions, microtransactions and real world activity. The next major wave of crypto adoption may come from machines, not people. $ETH $BMNR

BMNR Bullz | Markets & Crypto

20,676 просмотров • 1 месяц назад

🚨 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

🚨 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

BMNR Bullz

177,403 просмотров • 4 месяцев назад

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

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

BMNR Bullz | Markets & Crypto

51,366 просмотров • 2 месяцев назад

🚨 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

BMNR Bullz

41,325 просмотров • 11 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

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 • 4 месяцев назад

AI may be stealing crypto’s attention today, but Thomas (Tom) Lee (not drummer) FundstratDirect.com sees it making crypto more important over time. “The stronger AI gets, it doesn't make crypto less relevant.” “In fact, the more AI evolves, the more important crypto is.” “Crypto is clearly a downstream story to AI.” “From a timing perspective… earlier this year, no one cared about owning anything else. But now that’s changing.”

AI may be stealing crypto’s attention today, but Thomas (Tom) Lee (not drummer) FundstratDirect.com sees it making crypto more important over time. “The stronger AI gets, it doesn't make crypto less relevant.” “In fact, the more AI evolves, the more important crypto is.” “Crypto is clearly a downstream story to AI.” “From a timing perspective… earlier this year, no one cared about owning anything else. But now that’s changing.”

Bankless

95,991 просмотров • 1 месяц назад

TOM LEE: “Wall Street is building and tokenizing products onto the blockchain. Wall Street is not going to be building on the Bitcoin blockchain because they need a smart contract platform such as Ethereum. Ethereum is in a super cycle and we see it hitting $21,000 soon”

TOM LEE: “Wall Street is building and tokenizing products onto the blockchain. Wall Street is not going to be building on the Bitcoin blockchain because they need a smart contract platform such as Ethereum. Ethereum is in a super cycle and we see it hitting $21,000 soon”

Crypto-Gucci.eth ᵍᵐ🦇🔊

167,208 просмотров • 11 месяцев назад

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 $BMNP.

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 $BMNP.

Milk Road Crypto

67,530 просмотров • 2 месяцев назад

TOM LEE IS BULLISH WITH A FRESH HAIRCUT The $BMNR chairman thinks the S&P 500 could push above 8,000 before any real correction, while Bitcoin could still hit $150K as institutional crypto buying picks up. He also sees underlying U.S. GDP growth above 3%, driven by AI investment, onshoring and energy infrastructure. And how about that, Bitmine is up 6.4% today. What a comeback Thomas (Tom) Lee (not drummer) FundstratDirect.com

TOM LEE IS BULLISH WITH A FRESH HAIRCUT The $BMNR chairman thinks the S&P 500 could push above 8,000 before any real correction, while Bitcoin could still hit $150K as institutional crypto buying picks up. He also sees underlying U.S. GDP growth above 3%, driven by AI investment, onshoring and energy infrastructure. And how about that, Bitmine is up 6.4% today. What a comeback Thomas (Tom) Lee (not drummer) FundstratDirect.com

Sam Badawi

41,866 просмотров • 1 месяц назад

Tom Lee (Thomas (Tom) Lee (not drummer) FundstratDirect.com) breaks down the market setup fueling the rise of digital assets – driven by the AI boom, the shift toward a digital economy, and the role of programmable money like stablecoins. "Stablecoins have become the ChatGPT story of crypto."

Tom Lee (Thomas (Tom) Lee (not drummer) FundstratDirect.com) breaks down the market setup fueling the rise of digital assets – driven by the AI boom, the shift toward a digital economy, and the role of programmable money like stablecoins. "Stablecoins have become the ChatGPT story of crypto."

Pantera Capital

111,510 просмотров • 1 год назад

JUST IN: 📈 "Crypto, believe it or not, has historically led the S&P by roughly a month," says Tom Lee. "The bottom line might even be today for equities," adds Thomas (Tom) Lee (not drummer) FundstratDirect.com 💬

JUST IN: 📈 "Crypto, believe it or not, has historically led the S&P by roughly a month," says Tom Lee. "The bottom line might even be today for equities," adds Thomas (Tom) Lee (not drummer) FundstratDirect.com 💬

Bitcoin.com News

81,637 просмотров • 1 месяц назад

$BMNR Shareholders remember: “The stock is not the company and the company is not the stock” - Jeff Bezos While $BMNR is going lower we: + Bought more $ETH at this dip + We appointment new CEO + Bitmine (NYSE-BMNR) $ETH will soon announce their staking strategy + Thomas (Tom) Lee (not drummer) FundstratDirect.com still did not work for McDonald's

$BMNR Shareholders remember: “The stock is not the company and the company is not the stock” - Jeff Bezos While $BMNR is going lower we: + Bought more $ETH at this dip + We appointment new CEO + Bitmine (NYSE-BMNR) $ETH will soon announce their staking strategy + Thomas (Tom) Lee (not drummer) FundstratDirect.com still did not work for McDonald's

Wolf Of Dubai 💲

53,370 просмотров • 10 месяцев назад

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.

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 просмотров • 3 месяцев назад

TOM LEE: THIS IS THE ETH BOTTOM TOM DEMARK’s signal is clear. One undercut to ~$1,890 completes the base. TOM LEE’s message: You don’t sell here. You position. 🔹 Bottoming phase 🔹 Historical analogs (2018, 2022, 2025) 🔹 Wall Street choosing public chains 🔹 Stablecoins, AI, creators converging on ETH Private chains aren’t the plan. Public rails are. Major financial institutions are coming. Ethereum is the settlement layer. $ETH $BMNR Thomas (Tom) Lee (not drummer) FundstratDirect.com

TOM LEE: THIS IS THE ETH BOTTOM TOM DEMARK’s signal is clear. One undercut to ~$1,890 completes the base. TOM LEE’s message: You don’t sell here. You position. 🔹 Bottoming phase 🔹 Historical analogs (2018, 2022, 2025) 🔹 Wall Street choosing public chains 🔹 Stablecoins, AI, creators converging on ETH Private chains aren’t the plan. Public rails are. Major financial institutions are coming. Ethereum is the settlement layer. $ETH $BMNR Thomas (Tom) Lee (not drummer) FundstratDirect.com

BMNR Bullz

52,130 просмотров • 7 месяцев назад

TOM LEE SAYS CRYPTO COULD BECOME THE SETTLEMENT RAILS FOR A $100T AI ECONOMY The argument is that machine-to-machine transactions may need blockchain rails more than traditional finance rails: - An agentic AI economy could see less value in traditional financial settlement systems - Real-world AI use cases may require microtransactions, instructions, taxation, and secure settlement - Tom Lee says if AI grows from a $10T to $100T economy, crypto may not stay stuck near $1.5T

TOM LEE SAYS CRYPTO COULD BECOME THE SETTLEMENT RAILS FOR A $100T AI ECONOMY The argument is that machine-to-machine transactions may need blockchain rails more than traditional finance rails: - An agentic AI economy could see less value in traditional financial settlement systems - Real-world AI use cases may require microtransactions, instructions, taxation, and secure settlement - Tom Lee says if AI grows from a $10T to $100T economy, crypto may not stay stuck near $1.5T

Tom Lee Tracker (Not actually Tom)

101,220 просмотров • 1 месяц назад

BMNR is sitting on $600M cash and generating over $250M a year in staking rewards. Tom Lee: "Money is becoming software and when you make it composable, there is a transformation of the economy - and that's really where Ethereum's going to shine." With 80% of $ETH staked, investments in Mr. Beast and Eightco, and new Ethereum Foundation spin-offs getting funded soon, Tom Lee says the bull case is intact even if the price is brutal right now. FT Anthony Scaramucci Thomas (Tom) Lee (not drummer) FundstratDirect.com All Things Markets SkyBridge.

BMNR is sitting on $600M cash and generating over $250M a year in staking rewards. Tom Lee: "Money is becoming software and when you make it composable, there is a transformation of the economy - and that's really where Ethereum's going to shine." With 80% of $ETH staked, investments in Mr. Beast and Eightco, and new Ethereum Foundation spin-offs getting funded soon, Tom Lee says the bull case is intact even if the price is brutal right now. FT Anthony Scaramucci Thomas (Tom) Lee (not drummer) FundstratDirect.com All Things Markets SkyBridge.

Milk Road

187,013 просмотров • 3 месяцев назад

Data-center opposition is unsettling the AI trade. But only part of it. Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee and Mark Newton CMT go through the full AI picture, plus Fundstrat's updated core stock lists→

Data-center opposition is unsettling the AI trade. But only part of it. Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee and Mark Newton CMT go through the full AI picture, plus Fundstrat's updated core stock lists→

Fundstrat Direct

32,040 просмотров • 1 месяц назад