Video wird geladen...

Video konnte nicht geladen werden

Zur Startseite

Tom Lee: Ethereum Is the Best-Performing Asset Since the War Started BitMine Chairman Tom Lee Tom Lee Tracker (Not actually Tom) said in a May 5 speech at Paris Blockchain Week 2026 that Ethereum has been the world's best-performing asset since the Middle East crisis began, even outperforming energy...

WuBlockchain's profile picture

Wu Blockchain

556,946 subscribers

15,237 Aufrufe • vor 2 Monaten •via X (Twitter)

LIVE

Anya Rossi• Live Now

Private livecam show

0 Kommentare

Keine Kommentare verfügbar

Kommentare vom Original-Post werden hier angezeigt

Ähnliche Videos

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

36,137 Aufrufe • vor 2 Tagen

Tom Lee: Wall Street Is Choosing Ethereum as the Underlying Layer In an interview with The Master Investor Podcast with Wilfred Frost on January 20, Bitmine Chairman Tom Lee said that despite long-term pressure on the ETH/BTC ratio, the tokenization trend is prompting Wall Street to deploy stablecoins, money market funds, and credit assets on Ethereum. As institutions such as JPMorgan and BlackRock begin using it in practice, Ethereum is emerging as a key infrastructure for traditional finance’s entry into blockchain. Source:
1:32

Tom Lee: Wall Street Is Choosing Ethereum as the Underlying Layer In an interview with The Master Investor Podcast with Wilfred Frost on January 20, Bitmine Chairman Tom Lee said that despite long-term pressure on the ETH/BTC ratio, the tokenization trend is prompting Wall Street to deploy stablecoins, money market funds, and credit assets on Ethereum. As institutions such as JPMorgan and BlackRock begin using it in practice, Ethereum is emerging as a key infrastructure for traditional finance’s entry into blockchain. Source:

Wu Blockchain

28,589 Aufrufe • vor 5 Monaten

🚨 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.
3:16

🚨 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.

BMNR Bullz

363,683 Aufrufe • vor 1 Monat

At Binance Blockchain Week Dubai, Tom Lee said: - Crypto has likely already bottomed - The next 8 weeks could break Bitcoin’s four-year cycle - Ethereum is positioned as the future of finance - Tokenization will be a major unlock for Wall Street
0:49

At Binance Blockchain Week Dubai, Tom Lee said: - Crypto has likely already bottomed - The next 8 weeks could break Bitcoin’s four-year cycle - Ethereum is positioned as the future of finance - Tokenization will be a major unlock for Wall Street

Tom Lee Tracker (Not actually Tom)

61,028 Aufrufe • vor 7 Monaten

🚨 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
4:28

🚨 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

163,621 Aufrufe • vor 1 Monat

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
5:57

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

BMNR Bullz

85,059 Aufrufe • vor 25 Tagen

TOM LEE SAID BITCOIN IS GOING TO $250K AND $ETH TO $12K BY THE END OF 2026. SAYS THE CRYPTO WINTER IS OVER. CALLS ETHEREUM “THE FUTURE SETTLEMENT LAYER” FOR WALL STREET + AI. THAT’S A WILD CALL.
2:32

TOM LEE SAID BITCOIN IS GOING TO $250K AND $ETH TO $12K BY THE END OF 2026. SAYS THE CRYPTO WINTER IS OVER. CALLS ETHEREUM “THE FUTURE SETTLEMENT LAYER” FOR WALL STREET + AI. THAT’S A WILD CALL.

Vivek Sen

154,831 Aufrufe • vor 11 Tagen

Tom Lee explains his $62,500 ETH price target “If we clear this Middle East problem and the US economy holds up through higher oil, I think we’re looking at a bull market that could run through 2028. A major move in equities is the setup… and here’s something to keep in mind. Since the war started, the best performing asset in the world — outperforming energy stocks — was Ethereum. It outperformed the S&P 500 by almost 20 percentage points, and you can see it has massively outperformed gold and silver. And if you take a look at Ethereum’s chart over the last 10 years, I think it’s going through a massive consolidation.” In its first consolidation of 2016, Ethereum went on to rise by 227x. In the second consolidation of 2018 and 2019, Ethereum rose by 54x. Tom points out that Ethereum is in the midst of its third consolidation: “I think there is a massive move coming in Ethereum, driven by a couple of things: tokenization and agentic AI… I think this means you can get something like a 25x for Ethereum.” Tom gives a quick overview of the tokenization thesis: “I think we’re going through an important moment in the financial system that’s not too different from 1971. Tokenization is making almost every asset synthetic, and it follows a roadmap that happened when the US went off the gold standard in 1971. This led to a huge unleashing of innovation and products from money market funds to currency futures to CDOs to indexed futures all because the US was trying to preserve the sovereignty of the dollar when we went off the gold standard. I think that’s happening today because we’re digitizing everything.” He points to the following quote from JPMorgan CEO Jamie Dimon (formerly one of crypto’s biggest skeptics): “Crypto is better than the current financial system.” Tom continues: “I think everyone who’s building in crypto is going to develop these future products — stablecoins, tokenized equities, monetized reputation. It’s also part of the future agentic system.” On a separate slide he points out all of the things Agentic AI will need that work better on crypto rails. Two are identity and payments. “Agents almost certainly won’t want to use PayPal or Visa or MasterCard to do micropayments,” Tom argues. Lastly, Tom turns to price: “Blockchains should gain relevance against against crypto’s store of value, which is Bitcoin. In our minds, the way to think about the future of Ethereum is its price ratio to Bitcoin The 8-year average was 0.0479. The high was 0.087… We think fair value for Bitcoin is $250,000, so if Ethereum goes back to the 8 year average, that’s $12,000 ETH. If Ethereum goes back to its 2021 high, that’s $22,000 ETH. But of course I think it’s better positioned today than it was in 2021. So that gets us to what we think is the ‘payment rails’ number — that Ethereum is going to be roughly a quarter of the value of Bitcoin. And that gets you to $62,500. And that’s kind of following the previous historical price cycles.” Source: Paris Blockchain Week (May 2026) Read Etherealize's "Productive Money" report on the path to $250,000 ETH below 👇
5:19

Tom Lee explains his $62,500 ETH price target “If we clear this Middle East problem and the US economy holds up through higher oil, I think we’re looking at a bull market that could run through 2028. A major move in equities is the setup… and here’s something to keep in mind. Since the war started, the best performing asset in the world — outperforming energy stocks — was Ethereum. It outperformed the S&P 500 by almost 20 percentage points, and you can see it has massively outperformed gold and silver. And if you take a look at Ethereum’s chart over the last 10 years, I think it’s going through a massive consolidation.” In its first consolidation of 2016, Ethereum went on to rise by 227x. In the second consolidation of 2018 and 2019, Ethereum rose by 54x. Tom points out that Ethereum is in the midst of its third consolidation: “I think there is a massive move coming in Ethereum, driven by a couple of things: tokenization and agentic AI… I think this means you can get something like a 25x for Ethereum.” Tom gives a quick overview of the tokenization thesis: “I think we’re going through an important moment in the financial system that’s not too different from 1971. Tokenization is making almost every asset synthetic, and it follows a roadmap that happened when the US went off the gold standard in 1971. This led to a huge unleashing of innovation and products from money market funds to currency futures to CDOs to indexed futures all because the US was trying to preserve the sovereignty of the dollar when we went off the gold standard. I think that’s happening today because we’re digitizing everything.” He points to the following quote from JPMorgan CEO Jamie Dimon (formerly one of crypto’s biggest skeptics): “Crypto is better than the current financial system.” Tom continues: “I think everyone who’s building in crypto is going to develop these future products — stablecoins, tokenized equities, monetized reputation. It’s also part of the future agentic system.” On a separate slide he points out all of the things Agentic AI will need that work better on crypto rails. Two are identity and payments. “Agents almost certainly won’t want to use PayPal or Visa or MasterCard to do micropayments,” Tom argues. Lastly, Tom turns to price: “Blockchains should gain relevance against against crypto’s store of value, which is Bitcoin. In our minds, the way to think about the future of Ethereum is its price ratio to Bitcoin The 8-year average was 0.0479. The high was 0.087… We think fair value for Bitcoin is $250,000, so if Ethereum goes back to the 8 year average, that’s $12,000 ETH. If Ethereum goes back to its 2021 high, that’s $22,000 ETH. But of course I think it’s better positioned today than it was in 2021. So that gets us to what we think is the ‘payment rails’ number — that Ethereum is going to be roughly a quarter of the value of Bitcoin. And that gets you to $62,500. And that’s kind of following the previous historical price cycles.” Source: Paris Blockchain Week (May 2026) Read Etherealize's "Productive Money" report on the path to $250,000 ETH below 👇

Etherealize

167,681 Aufrufe • vor 2 Monaten

Tom Lee says that an advisor at Bitmine has been calling for a bottom at $77,000 Bitcoin and $2,400 Ethereum since November of last year and this weekend we finally reached those price levels. Is the bottom finally in?
0:51

Tom Lee says that an advisor at Bitmine has been calling for a bottom at $77,000 Bitcoin and $2,400 Ethereum since November of last year and this weekend we finally reached those price levels. Is the bottom finally in?

The ₿itcoin Therapist

104,103 Aufrufe • vor 5 Monaten

🚀 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
2:01

🚀 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

Crypto-Gucci.eth ᵍᵐ🦇🔊

93,863 Aufrufe • vor 11 Monaten

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
4:50

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

BMNR Bullz

88,814 Aufrufe • vor 1 Monat

Crypto sentiment is at its worst level since the FTX collapse; the RSI is at an all-time low, Google searches are down, and the fear and greed index is screaming danger, so I sat down with my friend Tom Lee (Thomas (Tom) Lee (not drummer) FundstratDirect.com), Fundstrat's (Fundstrat Capital) chief strategist and Bitmain's CEO, to get his honest take on where Bitcoin, Ethereum, and the entire crypto market go from here. If you're sitting on unrealized losses right now and wondering whether to hold or fold, this is the conversation you need to hear. Watch/Listen on X, YouTube, and Spotify. Timestamps 0:00 Tom Lee Introduction 1:12 Is capital being sucked out of crypto into AI? 3:05 Is Bitcoin in a 4-year cycle? 6:58 Tom Lee on Ethereum: "Price is lagging fundamentals." 8:55 Tom Lee: "AI agents might become wealthier than us." 9:46 Is Tom Lee worried about Quantum resistance in Bitcoin? 11:22 Anthony: "Michael Saylor has become the Bitcoin narrative." 14:35 Anthony's Bitmine bull vs bear case 18:21 Post-FTX conviction: Bitcoin went from $15K to $126K, what does that teach you? 21:47 Tom Lee: These are dark days, but July is a new month
23:01

Crypto sentiment is at its worst level since the FTX collapse; the RSI is at an all-time low, Google searches are down, and the fear and greed index is screaming danger, so I sat down with my friend Tom Lee (Thomas (Tom) Lee (not drummer) FundstratDirect.com), Fundstrat's (Fundstrat Capital) chief strategist and Bitmain's CEO, to get his honest take on where Bitcoin, Ethereum, and the entire crypto market go from here. If you're sitting on unrealized losses right now and wondering whether to hold or fold, this is the conversation you need to hear. Watch/Listen on X, YouTube, and Spotify. Timestamps 0:00 Tom Lee Introduction 1:12 Is capital being sucked out of crypto into AI? 3:05 Is Bitcoin in a 4-year cycle? 6:58 Tom Lee on Ethereum: "Price is lagging fundamentals." 8:55 Tom Lee: "AI agents might become wealthier than us." 9:46 Is Tom Lee worried about Quantum resistance in Bitcoin? 11:22 Anthony: "Michael Saylor has become the Bitcoin narrative." 14:35 Anthony's Bitmine bull vs bear case 18:21 Post-FTX conviction: Bitcoin went from $15K to $126K, what does that teach you? 21:47 Tom Lee: These are dark days, but July is a new month

Anthony Scaramucci

248,294 Aufrufe • vor 15 Tagen

Tom Lee says ethereum:native fundamentals are getting stronger, even if price hasn’t caught up yet. "We're in a period where price is lagging fundamentals." "Ethereum has gained additional assets." "More real world assets are being tokenized on Ethereum." "(Ethereum) is the most widely used blockchain." "At the center of why you wanna be involved in crypto is (it's) both the future of AI and Wall Street upping their tech stacks."
2:09

Tom Lee says ethereum:native fundamentals are getting stronger, even if price hasn’t caught up yet. "We're in a period where price is lagging fundamentals." "Ethereum has gained additional assets." "More real world assets are being tokenized on Ethereum." "(Ethereum) is the most widely used blockchain." "At the center of why you wanna be involved in crypto is (it's) both the future of AI and Wall Street upping their tech stacks."

Altcoin Daily

121,031 Aufrufe • vor 15 Tagen

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

250,678 Aufrufe • vor 3 Monaten

Tom Lee on CNBC: As much as the war is creating a huge short-term setback and a lot of uncertainty — ultimately wars are going to be good for the US economy and the US stock market. He also said that markets will start to think less of the crisis and more of the opportunity. Do you think he is right?
0:23

Tom Lee on CNBC: As much as the war is creating a huge short-term setback and a lot of uncertainty — ultimately wars are going to be good for the US economy and the US stock market. He also said that markets will start to think less of the crisis and more of the opportunity. Do you think he is right?

Lark Davis

25,528 Aufrufe • vor 3 Monaten

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.
2:27

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

82,644 Aufrufe • vor 13 Tagen

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

BMNR Bullz

171,816 Aufrufe • vor 1 Monat

Six months ago Ethereum was almost $5,000. Today it's under $2,000. When I put that to Tom Lee in Paris, his response was: "Has anything really changed?" Tom Lee (Thomas (Tom) Lee (not drummer) FundstratDirect.com) is one of Wall Street's most-followed forecasters. While the market wrote Ethereum off, he made the case to me that it's one of the most mispriced assets in the world right now. His framing stuck with me. Gold is worth ~$22 trillion. The stock market over $100 trillion. Real estate ~$300 trillion. And to make those assets composable and move them on-chain, he argues, you run them on Ethereum, which sits at a fraction of that. "If Ethereum is at 300 billion, it's grossly undervalued." We cover: - Why he calls this "crypto spring", fundamentals stronger than ever while price lags - Why tokenization is "not even a question," and what happens when Wall Street actually moves on-chain - Why AI agents carrying wallets and making payments is, in his words, "pretty close to 100%" within three years - Why he can see Ethereum as a 1, 2, or even $5 trillion network "in the next few years" - What most investors are missing at exactly the wrong moment That's his call, not mine, but it's one of the clearest bull cases I've heard on why the biggest move may still be ahead. Full conversation is live. 👇 Is Ethereum the most undervalued asset in crypto right now?
34:28

Six months ago Ethereum was almost $5,000. Today it's under $2,000. When I put that to Tom Lee in Paris, his response was: "Has anything really changed?" Tom Lee (Thomas (Tom) Lee (not drummer) FundstratDirect.com) is one of Wall Street's most-followed forecasters. While the market wrote Ethereum off, he made the case to me that it's one of the most mispriced assets in the world right now. His framing stuck with me. Gold is worth ~$22 trillion. The stock market over $100 trillion. Real estate ~$300 trillion. And to make those assets composable and move them on-chain, he argues, you run them on Ethereum, which sits at a fraction of that. "If Ethereum is at 300 billion, it's grossly undervalued." We cover: - Why he calls this "crypto spring", fundamentals stronger than ever while price lags - Why tokenization is "not even a question," and what happens when Wall Street actually moves on-chain - Why AI agents carrying wallets and making payments is, in his words, "pretty close to 100%" within three years - Why he can see Ethereum as a 1, 2, or even $5 trillion network "in the next few years" - What most investors are missing at exactly the wrong moment That's his call, not mine, but it's one of the clearest bull cases I've heard on why the biggest move may still be ahead. Full conversation is live. 👇 Is Ethereum the most undervalued asset in crypto right now?

Michaël van de Poppe

417,946 Aufrufe • vor 7 Tagen

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.
0:41

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

474,292 Aufrufe • vor 1 Jahr

TOM LEE: CRYPTO IS THE DOWNSTREAM STORY OF AI AND IT'S HAPPENING NOW BlackRock is tokenizing almost every asset. Here's what's coming: -Young people will be trading tokenized stocks on crypto rails within 12 months -Oil already trades on weekends via crypto rails. Almost every asset class is next -Memory stocks went nowhere in 2024-2025, then went parabolic in 2026. Crypto is in that same setup
1:20

TOM LEE: CRYPTO IS THE DOWNSTREAM STORY OF AI AND IT'S HAPPENING NOW BlackRock is tokenizing almost every asset. Here's what's coming: -Young people will be trading tokenized stocks on crypto rails within 12 months -Oil already trades on weekends via crypto rails. Almost every asset class is next -Memory stocks went nowhere in 2024-2025, then went parabolic in 2026. Crypto is in that same setup

Tom Lee Tracker (Not actually Tom)

94,408 Aufrufe • vor 18 Tagen