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TOM LEE: ETHEREUM SHOULD KEEP OUTPERFORMING BITCOIN “I think the ratio between Ethereum to Bitcoin should continue to rise. At a minimum it should go back to its old high of 0.08.” Tom Thomas (Tom) Lee (not drummer) FundstratDirect.com believes the next five years of crypto will increasingly revolve... show more

BMNR Bullz | Markets & Crypto

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TOM LEE REVEALS BITMINE’S NEXT PHASE After becoming the world’s largest Ethereum treasury, BitMine is shifting its focus to long-term ecosystem growth. 🔹 Maintain 5% of the ETH supply 🔹 Fund Ethereum Foundation spin offs 🔹 Back financial services & crypto unicorns 🔹 Strengthen the Ethereum ecosystem Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com said BitMine intends to act as neutral, permanent capital for Ethereum rather than simply accumulate ETH. He also noted BMNR’s future remains highly tied to Ethereum, highlighting a 90% historical correlation between the stock and ETH. $BMNR $ETH

TOM LEE REVEALS BITMINE’S NEXT PHASE After becoming the world’s largest Ethereum treasury, BitMine is shifting its focus to long-term ecosystem growth. 🔹 Maintain 5% of the ETH supply 🔹 Fund Ethereum Foundation spin offs 🔹 Back financial services & crypto unicorns 🔹 Strengthen the Ethereum ecosystem Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com said BitMine intends to act as neutral, permanent capital for Ethereum rather than simply accumulate ETH. He also noted BMNR’s future remains highly tied to Ethereum, highlighting a 90% historical correlation between the stock and ETH. $BMNR $ETH

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

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

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Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com doubles down on his price target! Bitcoin $200,000 - $250,000k Ethereum $10-$12k but the ceiling could reach up to 60k in the next couple years! $ETH / $BTC / $BMNR

Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com doubles down on his price target! Bitcoin $200,000 - $250,000k Ethereum $10-$12k but the ceiling could reach up to 60k in the next couple years! $ETH / $BTC / $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

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🚨 TOM LEE: ETHEREUM TO $62,000 IF IT BECOMES THE PAYMENT RAILS OF THE FUTURE “If Bitcoin gets to $250K and Ethereum returns to its historical ratio, that’s $12K to $22K ETH. If Ethereum becomes the payment rails of the future, that implies $62K ETH.” Then he explained what BITMINE has been building through the crypto winter: 🔹 $14B+ staked through MAVAN 🔹 Largest staking operator globally 🔹 OpenAI + Worldcoin exposure via $ORBS 🔹 MrBeast investment targeting Gen Z finance 🔹 Expects 5% of ETH supply in 2026 Tom Lee said Bitmine originally expected the 5% target to take years. Now they still expect to reach it in 2026 even while slowing the pace of accumulation. He says tokenization and agentic AI could drive Ethereum’s next major move. $ETH $BMNR

🚨 TOM LEE: ETHEREUM TO $62,000 IF IT BECOMES THE PAYMENT RAILS OF THE FUTURE “If Bitcoin gets to $250K and Ethereum returns to its historical ratio, that’s $12K to $22K ETH. If Ethereum becomes the payment rails of the future, that implies $62K ETH.” Then he explained what BITMINE has been building through the crypto winter: 🔹 $14B+ staked through MAVAN 🔹 Largest staking operator globally 🔹 OpenAI + Worldcoin exposure via $ORBS 🔹 MrBeast investment targeting Gen Z finance 🔹 Expects 5% of ETH supply in 2026 Tom Lee said Bitmine originally expected the 5% target to take years. Now they still expect to reach it in 2026 even while slowing the pace of accumulation. He says tokenization and agentic AI could drive Ethereum’s next major move. $ETH $BMNR

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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.

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.

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ETHEREUM JUST CROSSED THE LINE WALL STREET SAID IT NEVER WOULD. JPMorgan deployed a real money market fund on Ethereum mainnet. Not a pilot. Not a test. Production. 🔹 10 years uptime 🔹 Global L2 ecosystem 🔹 Banks moving on-chain 🔹 Tokenization going live Vivek Raman says ETH now has its own “Michael Saylors” Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com , Joe Lubin, and others shaping the institutional narrative. $ETH $BMNR

ETHEREUM JUST CROSSED THE LINE WALL STREET SAID IT NEVER WOULD. JPMorgan deployed a real money market fund on Ethereum mainnet. Not a pilot. Not a test. Production. 🔹 10 years uptime 🔹 Global L2 ecosystem 🔹 Banks moving on-chain 🔹 Tokenization going live Vivek Raman says ETH now has its own “Michael Saylors” Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com , Joe Lubin, and others shaping the institutional narrative. $ETH $BMNR

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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

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JOSEPH LUBIN: THE AGE OF ETHEREUM IS AHEAD OF US Joseph Lubin says Ethereum is moving out of its early crypto phase and toward mainstream, systemically important finance. Machine intelligence and traditional finance are now forcing Ethereum into the mainstream. 🔹 TradFi 🔹 DeFi at scale 🔹 Machine intelligence 🔹 Tokenized commercial activity The next waves will be bigger than anything crypto has seen before. $ETH

JOSEPH LUBIN: THE AGE OF ETHEREUM IS AHEAD OF US Joseph Lubin says Ethereum is moving out of its early crypto phase and toward mainstream, systemically important finance. Machine intelligence and traditional finance are now forcing Ethereum into the mainstream. 🔹 TradFi 🔹 DeFi at scale 🔹 Machine intelligence 🔹 Tokenized commercial activity The next waves will be bigger than anything crypto has seen before. $ETH

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Tom Lee made his market open debut today on the show and we discussed a variety of topics including Ethereum & Bitmine: - Why $ETH could be the biggest macro trade of the next decade - How $BMNR is growing the NAV & ETH per share at an accelerated pace - Ethereum end of year targets Thank you to Tom Thomas (Tom) Lee (not drummer) FundstratDirect.com for taking the time to join the show, we all deeply appreciated it!

Tom Lee made his market open debut today on the show and we discussed a variety of topics including Ethereum & Bitmine: - Why $ETH could be the biggest macro trade of the next decade - How $BMNR is growing the NAV & ETH per share at an accelerated pace - Ethereum end of year targets Thank you to Tom Thomas (Tom) Lee (not drummer) FundstratDirect.com for taking the time to join the show, we all deeply appreciated it!

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🔥TOM LEE: "I'm still quite bullish on Bitcoin" but says BitMine "wanted to accumulate Ethereum." He says he holds MicroStrategy for Bitcoin exposure but built BitMine's treasury around Ethereum because the capital structure was simpler. "BitMine is the largest Ethereum treasury and the largest holder of Ethereum in the world with almost 5.78 MILLION ETH."

🔥TOM LEE: "I'm still quite bullish on Bitcoin" but says BitMine "wanted to accumulate Ethereum." He says he holds MicroStrategy for Bitcoin exposure but built BitMine's treasury around Ethereum because the capital structure was simpler. "BitMine is the largest Ethereum treasury and the largest holder of Ethereum in the world with almost 5.78 MILLION ETH."

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Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com, one of the world's largest $ETH treasury holders, says Wall Street will stake and use Ethereum and that ETH could flip Bitcoin in terms of network value:"Could Etheruem do 100x?"Joe (Joseph Lubin) and I are in dialogue."

Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com, one of the world's largest $ETH treasury holders, says Wall Street will stake and use Ethereum and that ETH could flip Bitcoin in terms of network value:"Could Etheruem do 100x?"Joe (Joseph Lubin) and I are in dialogue."

ALLINCRYPTO

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Tom Lee: The size of Ethereum's potential upside is almost absurd. Gold: $22T. Stock market: $100T+. Real estate market: $300T. Bitcoin + Ethereum combined: under $2T. "All of those other assets - to make them composable... you're going to have to run it on Ethereum and other blockchains." "And if Ethereum is at 300 billion, it's grossly undervalued." FT Michaël van de Poppe Thomas (Tom) Lee (not drummer) FundstratDirect.com New Era Finance Podcast.

Tom Lee: The size of Ethereum's potential upside is almost absurd. Gold: $22T. Stock market: $100T+. Real estate market: $300T. Bitcoin + Ethereum combined: under $2T. "All of those other assets - to make them composable... you're going to have to run it on Ethereum and other blockchains." "And if Ethereum is at 300 billion, it's grossly undervalued." FT Michaël van de Poppe Thomas (Tom) Lee (not drummer) FundstratDirect.com New Era Finance Podcast.

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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

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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.Thomas (Tom) Lee (not drummer) FundstratDirect.com's 10-year vision for Bitmine (NYSE-BMNR) $ETH $BMNP is a bet on Ethereum becoming the dominant chain for tokenization and AI. “We made a bet that Ethereum will be the place where a lot of this will take place.” “I think our legacy is really helping Ethereum remain the most important of the chains in that future.” “Should $ETH flip bitcoin:native ? I think it’s a very plausible argument.” “If it’s $50,000 or $100,000 or $200,000, the returns to our shareholders are gonna be legendary.”

.Thomas (Tom) Lee (not drummer) FundstratDirect.com's 10-year vision for Bitmine (NYSE-BMNR) $ETH $BMNP is a bet on Ethereum becoming the dominant chain for tokenization and AI. “We made a bet that Ethereum will be the place where a lot of this will take place.” “I think our legacy is really helping Ethereum remain the most important of the chains in that future.” “Should $ETH flip bitcoin:native ? I think it’s a very plausible argument.” “If it’s $50,000 or $100,000 or $200,000, the returns to our shareholders are gonna be legendary.”

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52,281 Aufrufe • vor 11 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

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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262,751 Aufrufe • vor 4 Monaten

JOSEPH CHALOM: “STOP PRICING ETH OFF BITCOIN.” That narrative is dead. ETH isn’t a multiple of BTC. It’s a network generating real economic activity. 🔹 Stablecoin settlement 🔹 Tokenized assets 🔹 On chain finance 🔹 Programmable execution Bitcoin is digital gold. Ethereum is digital infrastructure. And infrastructure gets valued on usage not comparison. The market hasn’t fully processed that yet. $ETH

JOSEPH CHALOM: “STOP PRICING ETH OFF BITCOIN.” That narrative is dead. ETH isn’t a multiple of BTC. It’s a network generating real economic activity. 🔹 Stablecoin settlement 🔹 Tokenized assets 🔹 On chain finance 🔹 Programmable execution Bitcoin is digital gold. Ethereum is digital infrastructure. And infrastructure gets valued on usage not comparison. The market hasn’t fully processed that yet. $ETH

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14,796 Aufrufe • vor 6 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

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

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

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