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TOM LEE: AI IS CHANGING WHAT MONEY NEEDS TO BE Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com says AI agents won't use money the way humans do. They'll transact at machine speed, make millions of tiny payments, and move value in fractions of a cent. Traditional payment rails...

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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
3:02

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 (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."
0:59

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."

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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
3:13

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

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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
3:14

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

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🚨 THIS IS THE FUTURE OF MONEY — AND IT’S NOT HUMAN $Circle CEO says: “In 3 to 5 years, billions of $AI agents will use $crypto and stablecoins to transfer value at lightning speed.” Let that sink in 👇 • AI paying AI • Stablecoins as machine money • Instant, borderless settlement • No banks. No delays. When machines need money, they won’t use legacy rails. Crypto is becoming the native currency of AI ⚡💥
0:53

🚨 THIS IS THE FUTURE OF MONEY — AND IT’S NOT HUMAN $Circle CEO says: “In 3 to 5 years, billions of $AI agents will use $crypto and stablecoins to transfer value at lightning speed.” Let that sink in 👇 • AI paying AI • Stablecoins as machine money • Instant, borderless settlement • No banks. No delays. When machines need money, they won’t use legacy rails. Crypto is becoming the native currency of AI ⚡💥

COACHTY

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🚨 BEAST INDUSTRIES CEO ON BITMINE On CNBC, JEFF HOUSENBOLD explained why BITMINE is involved and what matters. 🔹 Bitmine invested 🔹 Ethereum underpins stablecoins 🔹 Stablecoins lower cost of capital 🔹 DeFi expands access and global capital movement 🔹 Beast Industries reaches ~1.45B users and is moving into financial services The structure is clear: Education → accounts → credit → assets Stablecoins as the settlement layer Ethereum as the base infrastructure Bitmine positioned via Ethereum staking This isn’t a product launch. It’s a distribution engine adding money rails. That’s why BITMINE matters. $BMNR $ETH Thomas (Tom) Lee (not drummer) FundstratDirect.com
2:43

🚨 BEAST INDUSTRIES CEO ON BITMINE On CNBC, JEFF HOUSENBOLD explained why BITMINE is involved and what matters. 🔹 Bitmine invested 🔹 Ethereum underpins stablecoins 🔹 Stablecoins lower cost of capital 🔹 DeFi expands access and global capital movement 🔹 Beast Industries reaches ~1.45B users and is moving into financial services The structure is clear: Education → accounts → credit → assets Stablecoins as the settlement layer Ethereum as the base infrastructure Bitmine positioned via Ethereum staking This isn’t a product launch. It’s a distribution engine adding money rails. That’s why BITMINE matters. $BMNR $ETH Thomas (Tom) Lee (not drummer) FundstratDirect.com

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The next economy won't be visible to humans. AI agents will transact, settle, and coordinate value at machine speed, and the only rails built for that are crypto. In this episode of The Journeyman, I explain why the major layer 1s aren't just crypto infrastructure. They're the coordination substrate for an invisible economy that's already being built. As ever, please enjoy!
35:12

The next economy won't be visible to humans. AI agents will transact, settle, and coordinate value at machine speed, and the only rails built for that are crypto. In this episode of The Journeyman, I explain why the major layer 1s aren't just crypto infrastructure. They're the coordination substrate for an invisible economy that's already being built. As ever, please enjoy!

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POMPLIANO: AI WILL USE BITCOIN AND CRYPTO AS MONEY FOR PAYMENTS Anthony Pompliano highlights a massive shift: AI agents are now spinning up digital wallets instead of traditional bank accounts. These agents are opting for $BTC and stablecoins to power autonomous transactions, as seen with the launch of the first agentic financial firm. AI requires a permissionless, 24/7 financial layer that traditional banking simply can’t support. This moves #Bitcoin beyond a "store of value" and into its role as the essential operational currency for the machine-led economy. 🤖
0:34

POMPLIANO: AI WILL USE BITCOIN AND CRYPTO AS MONEY FOR PAYMENTS Anthony Pompliano highlights a massive shift: AI agents are now spinning up digital wallets instead of traditional bank accounts. These agents are opting for $BTC and stablecoins to power autonomous transactions, as seen with the launch of the first agentic financial firm. AI requires a permissionless, 24/7 financial layer that traditional banking simply can’t support. This moves #Bitcoin beyond a "store of value" and into its role as the essential operational currency for the machine-led economy. 🤖

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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

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TOM LEE AT PARIS BLOCKCHAIN WEEK BITMINE already owns 4% of ETH supply. They expect to reach 5% this year. But the bigger point is MAVAN. BITMINE is already staking over $2B of other people’s crypto, including ETH, HYPERLIQUID, and SOLANA. TOM LEE says MAVAN will be the largest single service staking operator in the world. This is not just an ETH treasury. It is a crypto yield business being built at massive scale. 🔹 4% of ETH already acquired 🔹 5% target this year 🔹 $2B+ external crypto already staked 🔹 $310M annual ETH yield at current holdings $BMNR $ETH
5:01

TOM LEE AT PARIS BLOCKCHAIN WEEK BITMINE already owns 4% of ETH supply. They expect to reach 5% this year. But the bigger point is MAVAN. BITMINE is already staking over $2B of other people’s crypto, including ETH, HYPERLIQUID, and SOLANA. TOM LEE says MAVAN will be the largest single service staking operator in the world. This is not just an ETH treasury. It is a crypto yield business being built at massive scale. 🔹 4% of ETH already acquired 🔹 5% target this year 🔹 $2B+ external crypto already staked 🔹 $310M annual ETH yield at current holdings $BMNR $ETH

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40,912 görüntüleme • 4 ay önce

🚨 Brad Garlinghouse isn’t mincing words anymore: He just said #XRP and #Bitcoin will surpass Gold and Diamonds as the world’s most valuable assets. Think about it.. 🔹 Gold = storage of value for the past 🔹 Diamonds = luxury & scarcity play 🔹 XRP + BTC = programmable money + global rails We’re not just talking about speculation. We’re talking about the new backbone of trade, settlement, and identity anchoring for the digital era. The asset wars have begun. 🪙💎➡️⚡️ #XRP is not a “crypto,” it’s the foundation of a new monetary order.
1:00

🚨 Brad Garlinghouse isn’t mincing words anymore: He just said #XRP and #Bitcoin will surpass Gold and Diamonds as the world’s most valuable assets. Think about it.. 🔹 Gold = storage of value for the past 🔹 Diamonds = luxury & scarcity play 🔹 XRP + BTC = programmable money + global rails We’re not just talking about speculation. We’re talking about the new backbone of trade, settlement, and identity anchoring for the digital era. The asset wars have begun. 🪙💎➡️⚡️ #XRP is not a “crypto,” it’s the foundation of a new monetary order.

Pumpius

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AI will not reach its full potential without crypto. Blockchain enables identity for agents and allows them to hold wallets, use stablecoins, and execute transactions on-chain. As more assets move on-chain than off-chain, agents that can act across the entire digital asset landscape become dramatically more powerful. At the same time, AI will strengthen crypto through better security, wealth management, and trading insights. Fintech, AI, and crypto form the key triangle we’re focused on. paul.nft OnchainCapital_ Sean Lee
1:02

AI will not reach its full potential without crypto. Blockchain enables identity for agents and allows them to hold wallets, use stablecoins, and execute transactions on-chain. As more assets move on-chain than off-chain, agents that can act across the entire digital asset landscape become dramatically more powerful. At the same time, AI will strengthen crypto through better security, wealth management, and trading insights. Fintech, AI, and crypto form the key triangle we’re focused on. paul.nft OnchainCapital_ Sean Lee

Pantera Capital

18,378 görüntüleme • 23 gün önce

🚨AI COULD BECOME THE BIGGEST BUYER OF CRYPTO As AI systems grow more autonomous, Roman Yampolskiy says one question is being ignored. What kind of wealth actually holds value in an AI-driven world? If AI can generate unlimited labor and intelligence, traditional money loses its edge. Anything that can be printed endlessly becomes less useful as a store of value. Yampolskiy explains that scarcity matters. Land. Compute power. Ownership in AI and hardware. Rare assets. And possibly crypto. He raises a provocative idea. As AI agents start interacting with each other, paying for tasks, trading resources, and exchanging value, digital money may be the only system they can use without human permission. That could make AI not just a tool for crypto, but one of its biggest future customers. He’s careful not to make predictions. No single asset is guaranteed to win. But in a world of free labor, the things that cannot be easily replicated may matter more than ever. Full conversation with Dr. Roman Yampolskiy below
1:49

🚨AI COULD BECOME THE BIGGEST BUYER OF CRYPTO As AI systems grow more autonomous, Roman Yampolskiy says one question is being ignored. What kind of wealth actually holds value in an AI-driven world? If AI can generate unlimited labor and intelligence, traditional money loses its edge. Anything that can be printed endlessly becomes less useful as a store of value. Yampolskiy explains that scarcity matters. Land. Compute power. Ownership in AI and hardware. Rare assets. And possibly crypto. He raises a provocative idea. As AI agents start interacting with each other, paying for tasks, trading resources, and exchanging value, digital money may be the only system they can use without human permission. That could make AI not just a tool for crypto, but one of its biggest future customers. He’s careful not to make predictions. No single asset is guaranteed to win. But in a world of free labor, the things that cannot be easily replicated may matter more than ever. Full conversation with Dr. Roman Yampolskiy below

Mario Nawfal

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Bhutan offers a glimpse into where crypto payments can go next -- Binance Pay is already used for everyday transactions like petrol and visas. The same rails can serve different needs across markets: everyday payments in Bhutan and Venezuela, remittances and local payment networks across Africa. The goal is to make crypto part of how money moves, locally and globally. Hear from Tom Gregory, VP of Payments and Fiat Binance, at the EASY Residency workshop.
1:27

Bhutan offers a glimpse into where crypto payments can go next -- Binance Pay is already used for everyday transactions like petrol and visas. The same rails can serve different needs across markets: everyday payments in Bhutan and Venezuela, remittances and local payment networks across Africa. The goal is to make crypto part of how money moves, locally and globally. Hear from Tom Gregory, VP of Payments and Fiat Binance, at the EASY Residency workshop.

YZi Labs

26,621 görüntüleme • 17 gün önce

TOM LEE: ETH COULD HIT $60,000 Ethereum is coming out of a massive multi-year consolidation. The last 2 times that happened, ETH went 227x and 54x. This time the drivers are even bigger: 🔹 Stablecoins 🔹 Tokenization 🔹 Agentic AI 🔹 On-chain equities Even JAMIE DIMON now admits crypto is better than the current financial system. LEE says ETH is better positioned today than it was in 2021. At $250K BTC, 25% of Bitcoin implies ~$62,000 ETH. That’s why he sees $60,000 by 2028–2029. ethereum:native
4:58

TOM LEE: ETH COULD HIT $60,000 Ethereum is coming out of a massive multi-year consolidation. The last 2 times that happened, ETH went 227x and 54x. This time the drivers are even bigger: 🔹 Stablecoins 🔹 Tokenization 🔹 Agentic AI 🔹 On-chain equities Even JAMIE DIMON now admits crypto is better than the current financial system. LEE says ETH is better positioned today than it was in 2021. At $250K BTC, 25% of Bitcoin implies ~$62,000 ETH. That’s why he sees $60,000 by 2028–2029. ethereum:native

BMNR Bullz

262,751 görüntüleme • 4 ay önce

"Agents will become economic actors. They will become first-class members of the financial system." on why AI agents need crypto rails: "There are all sorts of financial behaviors that they'll be able to engage in that they currently cannot, and it's inconceivable to imagine that all of that is gonna happen on ACH and wire transfers and the traditional payments rails that we rely on today." "Crypto, on the other hand, is internet native, it's fully programmable, it's instantly settled, it's global from day one. It is the perfect fit from a technological standpoint for AI agents as a way of bringing agents into the financial world." Unchained Laura Shin
0:48

"Agents will become economic actors. They will become first-class members of the financial system." on why AI agents need crypto rails: "There are all sorts of financial behaviors that they'll be able to engage in that they currently cannot, and it's inconceivable to imagine that all of that is gonna happen on ACH and wire transfers and the traditional payments rails that we rely on today." "Crypto, on the other hand, is internet native, it's fully programmable, it's instantly settled, it's global from day one. It is the perfect fit from a technological standpoint for AI agents as a way of bringing agents into the financial world." Unchained Laura Shin

a16z crypto

46,612 görüntüleme • 3 ay 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.
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 görüntüleme • 1 ay önce

As we sit here at record high fear, I just want to say... Thomas (Tom) Lee (not drummer) FundstratDirect.com is one of my favorite people in crypto In every bear crypto cycle, it was always easy to spot contrarian, high conviction bulls. This cycle is different. There really seem to be only a handful. As every cycle goes, it's unpopular to remain bullish in high fear, but it only takes one move for the entire plan to pay off. One move.... Intro 00:00 Compelling bottom 2:00 Crypto risk is low 3:00 Maybe the bottom is not in…5:30 Tom Lee buying Ethereum 7:00
11:57

As we sit here at record high fear, I just want to say... Thomas (Tom) Lee (not drummer) FundstratDirect.com is one of my favorite people in crypto In every bear crypto cycle, it was always easy to spot contrarian, high conviction bulls. This cycle is different. There really seem to be only a handful. As every cycle goes, it's unpopular to remain bullish in high fear, but it only takes one move for the entire plan to pay off. One move.... Intro 00:00 Compelling bottom 2:00 Crypto risk is low 3:00 Maybe the bottom is not in…5:30 Tom Lee buying Ethereum 7:00

Dan Gambardello

16,538 görüntüleme • 2 ay önce

Crypto isn't about the shitty coin you bought. That's the mistake many people make… lose money on a token, decide the whole thing is a scam, and walk away angry. All while the story keeps playing out around them. Blockchain is the coordination layer for the digital economy. It's how AI agents make payments at machine speed. It's how identity, privacy, and value move across the internet when humans aren't the primary users anymore. AI and blockchain are married at the hip. Every agent, autonomous transaction, piece of the machine economy that's arriving now needs a programmable layer to run on. That's what the layer 1s actually are. Own a piece of it, and you own a piece of the agent economy.
2:47

Crypto isn't about the shitty coin you bought. That's the mistake many people make… lose money on a token, decide the whole thing is a scam, and walk away angry. All while the story keeps playing out around them. Blockchain is the coordination layer for the digital economy. It's how AI agents make payments at machine speed. It's how identity, privacy, and value move across the internet when humans aren't the primary users anymore. AI and blockchain are married at the hip. Every agent, autonomous transaction, piece of the machine economy that's arriving now needs a programmable layer to run on. That's what the layer 1s actually are. Own a piece of it, and you own a piece of the agent economy.

Raoul Pal

110,909 görüntüleme • 1 ay önce

TOM LEE: THE MARKET IS CHEAPER THAN PEOPLE THINK Thomas (Tom) Lee (not drummer) FundstratDirect.com says this rally is still earnings driven, not P/E driven. 2027 S&P 500 earnings estimates have jumped from $352 to $399 this year. But the forward P/E has fallen: 🔹 S&P 500: 6,846 → 7,365 🔹 Forward P/E: 19.4x → 18.4x 🔹 Earnings up 🔹 Multiple down That means the market is higher, but fundamentally cheaper than January 1st. Semis just dropped 7% in one day. Since 2011, 6%+ one day drops in semis have had an 88% win rate over 1, 3 and 6 months, with a median 6 month gain of 38%. Tom Lee’s view: This looks less like a top and more like a buyable dip in the AI infrastructure trade.
3:47

TOM LEE: THE MARKET IS CHEAPER THAN PEOPLE THINK Thomas (Tom) Lee (not drummer) FundstratDirect.com says this rally is still earnings driven, not P/E driven. 2027 S&P 500 earnings estimates have jumped from $352 to $399 this year. But the forward P/E has fallen: 🔹 S&P 500: 6,846 → 7,365 🔹 Forward P/E: 19.4x → 18.4x 🔹 Earnings up 🔹 Multiple down That means the market is higher, but fundamentally cheaper than January 1st. Semis just dropped 7% in one day. Since 2011, 6%+ one day drops in semis have had an 88% win rate over 1, 3 and 6 months, with a median 6 month gain of 38%. Tom Lee’s view: This looks less like a top and more like a buyable dip in the AI infrastructure trade.

BMNR Bullz

23,702 görüntüleme • 2 ay önce