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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 $BMNRshow more

BMNR Bullz

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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 still tokenizing money, equities and real estate. AI has the FOMO right now. Crypto is still the infrastructure trade. $ETH $BMNR

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 still tokenizing money, equities and real estate. AI has the FOMO right now. Crypto is still the infrastructure trade. $ETH $BMNR

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TOM LEE: ETHEREUM PRICE IS LAGGING FUNDAMENTALS Anthony Scaramucci asked Tom Lee what he would say to someone whose BitMine position has been crushed. Lee did not sugarcoat it. Price has been terrible. But his Ethereum thesis has not changed. 🔹 RWAs on Ethereum 🔹 Wall Street tokenization 🔹 Privacy upgrades 🔹 Future proofing ETH 🔹 AI identity rails 🔹 Decentralized control The market is watching the chart. Tom Lee is watching what Ethereum is becoming. $ETH $BMNR

TOM LEE: ETHEREUM PRICE IS LAGGING FUNDAMENTALS Anthony Scaramucci asked Tom Lee what he would say to someone whose BitMine position has been crushed. Lee did not sugarcoat it. Price has been terrible. But his Ethereum thesis has not changed. 🔹 RWAs on Ethereum 🔹 Wall Street tokenization 🔹 Privacy upgrades 🔹 Future proofing ETH 🔹 AI identity rails 🔹 Decentralized control The market is watching the chart. Tom Lee is watching what Ethereum is becoming. $ETH $BMNR

BMNR Bullz

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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

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

BMNR Bullz

40,781 görüntüleme • 3 ay önce

🚨 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

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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

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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🚨 TOM LEE: BITMINE IS POSITIONING FOR A V-SHAPED ETH RECOVERY They didn’t chase. They slowed buying, built $1.2B cash, and waited for this setup. 🔹 ~$100M/month saved timing ETH buys 🔹 Mosaics + TOM DEMARK guiding entries 🔹 $1.2B Cash, ZERO DEBT 🔹 ~$1.3M/day run rate Now the shift: They’re locking in ETH at suppressed prices ahead of a V-shaped recovery. At scale: 🔹 ~$300M+ yearly staking at 5% supply 🔹 ~$2B/year if ETH hits $12K 🔹 ETH per share up 10x since inception Every month, more ETH per share. That’s how BMNR compounds. $ETH $BMNR Thomas (Tom) Lee (not drummer) FundstratDirect.com

🚨 TOM LEE: BITMINE IS POSITIONING FOR A V-SHAPED ETH RECOVERY They didn’t chase. They slowed buying, built $1.2B cash, and waited for this setup. 🔹 ~$100M/month saved timing ETH buys 🔹 Mosaics + TOM DEMARK guiding entries 🔹 $1.2B Cash, ZERO DEBT 🔹 ~$1.3M/day run rate Now the shift: They’re locking in ETH at suppressed prices ahead of a V-shaped recovery. At scale: 🔹 ~$300M+ yearly staking at 5% supply 🔹 ~$2B/year if ETH hits $12K 🔹 ETH per share up 10x since inception Every month, more ETH per share. That’s how BMNR compounds. $ETH $BMNR Thomas (Tom) Lee (not drummer) FundstratDirect.com

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BITMINE’S RUSSELL 1000 MOMENT IS ALMOST HERE TOM LEE Thomas (Tom) Lee (not drummer) FundstratDirect.com says Bitmine is set for Russell 1000 inclusion after market close on June 26. That matters because Russell inclusion puts $BMNR directly in front of passive index funds and large-cap managers who benchmark against the index. 🔹 Russell 1000 inclusion 🔹 June 26 reconstitution 🔹 Passive index demand 🔹 Wall Street visibility event Bitmine is about to become much harder for institutions to ignore. $ETH $BMNR

BITMINE’S RUSSELL 1000 MOMENT IS ALMOST HERE TOM LEE Thomas (Tom) Lee (not drummer) FundstratDirect.com says Bitmine is set for Russell 1000 inclusion after market close on June 26. That matters because Russell inclusion puts $BMNR directly in front of passive index funds and large-cap managers who benchmark against the index. 🔹 Russell 1000 inclusion 🔹 June 26 reconstitution 🔹 Passive index demand 🔹 Wall Street visibility event Bitmine is about to become much harder for institutions to ignore. $ETH $BMNR

BMNR Bullz

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🚨 TOM LEE SAYS THE MARKET STILL HAS A RUNWAY HIGHER TOM LEE says stocks remain healthy despite higher oil, higher yields and Middle East risk. His key point is simple: The US has two major structural advantages right now. 🔹 AI leadership 🔹 Energy independence 🔹 Resilient earnings 🔹 Trillions in private IPO wealth coming He says SpaceX, OpenAI and other major IPOs could create several trillion dollars of wealth for private investors. That wealth effect becomes a tailwind for the economy later this year. Oil is the risk. AI, earnings and liquidity are the upside. TOM LEE still sees more upside into year end.

🚨 TOM LEE SAYS THE MARKET STILL HAS A RUNWAY HIGHER TOM LEE says stocks remain healthy despite higher oil, higher yields and Middle East risk. His key point is simple: The US has two major structural advantages right now. 🔹 AI leadership 🔹 Energy independence 🔹 Resilient earnings 🔹 Trillions in private IPO wealth coming He says SpaceX, OpenAI and other major IPOs could create several trillion dollars of wealth for private investors. That wealth effect becomes a tailwind for the economy later this year. Oil is the risk. AI, earnings and liquidity are the upside. TOM LEE still sees more upside into year end.

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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

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

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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

🚨 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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🚨 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: AI agents are about to become wealthier than humans. "We're going to start to question whether we work for the AI agent or they actually work for us." If that system is centralized, "you end up with Skynet." That's why decentralized blockchains aren't a relic - they're the only protection humans have against AI becoming too powerful. FT Anthony Scaramucci Thomas (Tom) Lee (not drummer) FundstratDirect.com All Things Markets SkyBridge.

Tom Lee: AI agents are about to become wealthier than humans. "We're going to start to question whether we work for the AI agent or they actually work for us." If that system is centralized, "you end up with Skynet." That's why decentralized blockchains aren't a relic - they're the only protection humans have against AI becoming too powerful. FT Anthony Scaramucci Thomas (Tom) Lee (not drummer) FundstratDirect.com All Things Markets SkyBridge.

Milk Road

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TOM LEE SAYS CRYPTO SPRING IS HERE. Ethereum has been trapped in the same range for nearly 5 years. Tom says the breakout resolves higher because the catalyst stack is now lining up: 🔹 Iran war ends 🔹 Oil risk premium collapses 🔹 CLARITY Act passes 🔹 Pro crypto White House 🔹 Pro Bitcoin Fed Chair Kevin Warsh The key point is oil. Tom says Ethereum now has its strongest inverse correlation to oil in history. Higher oil keeps inflation hot. Hot inflation keeps central banks tight. Lower oil removes the pressure. Then crypto gets regulation, liquidity and macro relief at the same time. That is why Tom Lee believes the next move is a bullish breakout. $ETH $BMNR

TOM LEE SAYS CRYPTO SPRING IS HERE. Ethereum has been trapped in the same range for nearly 5 years. Tom says the breakout resolves higher because the catalyst stack is now lining up: 🔹 Iran war ends 🔹 Oil risk premium collapses 🔹 CLARITY Act passes 🔹 Pro crypto White House 🔹 Pro Bitcoin Fed Chair Kevin Warsh The key point is oil. Tom says Ethereum now has its strongest inverse correlation to oil in history. Higher oil keeps inflation hot. Hot inflation keeps central banks tight. Lower oil removes the pressure. Then crypto gets regulation, liquidity and macro relief at the same time. That is why Tom Lee believes the next move is a bullish breakout. $ETH $BMNR

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TOM LEE: AI AGENTS MIGHT BECOME WEALTHIER THAN HUMANS AI agents will soon earn income and accumulate wealth as our delegated entities: - We'll start to question whether we work for the AI agent or they work for us - A centralized version of this ends in Skynet - That's why he sees a real focus on decentralized systems to protect humans against AI becoming too powerful

TOM LEE: AI AGENTS MIGHT BECOME WEALTHIER THAN HUMANS AI agents will soon earn income and accumulate wealth as our delegated entities: - We'll start to question whether we work for the AI agent or they work for us - A centralized version of this ends in Skynet - That's why he sees a real focus on decentralized systems to protect humans against AI becoming too powerful

Tom Lee Tracker (Not actually Tom)

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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!

amit

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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

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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

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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

655,680 görüntüleme • 11 ay önce

🚀 TOM LEE JUST SAID ETH TO $60,000 🚀 At the Ethereum NYC: NextFin Summit, Tom Lee just dropped one of the most bullish ETH outlooks yet: - #Ethereum is the biggest macro trade of the next 10–15 years - Wall Street is moving onto the blockchain and Ethereum is where they’ll build - Stablecoin boom + Genius Act + SEC clarity = ETH’s ChatGPT moment - AI + robots are creating a token economy, likely on Ethereum How to $60K 👇 - 20% of Wall Street banking activity will run on Ethereum - $ETH will capture a similar share of global payment rails - This is ETH’s 2017 Bitcoin moment, Wall Street is discovering it now - Lee says ETH at $60K is the magnitude move you get when Wall Street buys in Wall Street wants your ETH ETH is going way higher

🚀 TOM LEE JUST SAID ETH TO $60,000 🚀 At the Ethereum NYC: NextFin Summit, Tom Lee just dropped one of the most bullish ETH outlooks yet: - #Ethereum is the biggest macro trade of the next 10–15 years - Wall Street is moving onto the blockchain and Ethereum is where they’ll build - Stablecoin boom + Genius Act + SEC clarity = ETH’s ChatGPT moment - AI + robots are creating a token economy, likely on Ethereum How to $60K 👇 - 20% of Wall Street banking activity will run on Ethereum - $ETH will capture a similar share of global payment rails - This is ETH’s 2017 Bitcoin moment, Wall Street is discovering it now - Lee says ETH at $60K is the magnitude move you get when Wall Street buys in Wall Street wants your ETH ETH is going way higher

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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.”

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.”

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