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Tom Lee: Stablecoin Flash Crash Triggered Cascading Liquidations, Sending Bitcoin Into a Tailspin After October 10 In a CNBC interview on November 21, Bitmine Chairman Tom Lee addressed the key question of "what exactly happened on October 10". He explained that a stablecoin on one exchange suddenly dropped to...

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22,483 görüntüleme • 8 ay önce •via X (Twitter)

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Tom Lee says on CNBC that crypto had an “Armageddon” on October 10 He says a pricing error triggered the largest liquidation in Bitcoin’s history, a third of market makers went out of business, and nearly 2 million accounts were wiped out.
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Tom Lee says on CNBC that crypto had an “Armageddon” on October 10 He says a pricing error triggered the largest liquidation in Bitcoin’s history, a third of market makers went out of business, and nearly 2 million accounts were wiped out.

Tom Lee Tracker (Not actually Tom)

60,212 görüntüleme • 8 ay önce

Tom Lee: Ethereum Will Penalize Impatient Investors On July 7, 2026, Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com stated on the New Era Finance Podcast that the recent lag in the crypto market is primarily due to the aftermath of deleveraging, with capital flowing toward yield-bearing sectors. When discussing how to maintain conviction during the pullback of assets like Ethereum, he noted that the fundamentals remain unchanged. Citing Nvidia's $2 trillion surge in three months after a long consolidation at $160, Tom Lee expressed that both the stock and crypto markets will ultimately penalize impatient investors, and those who cannot hold on are the ones who actually lose.
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Tom Lee: Ethereum Will Penalize Impatient Investors On July 7, 2026, Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com stated on the New Era Finance Podcast that the recent lag in the crypto market is primarily due to the aftermath of deleveraging, with capital flowing toward yield-bearing sectors. When discussing how to maintain conviction during the pullback of assets like Ethereum, he noted that the fundamentals remain unchanged. Citing Nvidia's $2 trillion surge in three months after a long consolidation at $160, Tom Lee expressed that both the stock and crypto markets will ultimately penalize impatient investors, and those who cannot hold on are the ones who actually lose.

Wu Blockchain

27,008 görüntüleme • 29 gün önce

Tom Lee: Insufficient Crypto Liquidity Forces Institutional Hedging Flows Into Strategy In a CNBC interview on November 21, the host highlighted Strategy's 50% decline over the past three months and its 65% drop from the July peak, questioning how closely its selloff is tied to Bitcoin's downturn. Bitmine Chairman Tom Lee explained that institutions holding multi-billion-dollar Bitcoin long positions are unable to effectively hedge through crypto derivatives or CME futures. As a result, Strategy's highly liquid options chain has become the only venue capable of absorbing hedging demand of this scale. This has concentrated the market's hedging pressure—originally intended to protect Bitcoin long positions—onto MicroStrategy, unintentionally turning the company's stock into a leading indicator of Bitcoin's market sentiment and risk appetite. Source:
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Tom Lee: Insufficient Crypto Liquidity Forces Institutional Hedging Flows Into Strategy In a CNBC interview on November 21, the host highlighted Strategy's 50% decline over the past three months and its 65% drop from the July peak, questioning how closely its selloff is tied to Bitcoin's downturn. Bitmine Chairman Tom Lee explained that institutions holding multi-billion-dollar Bitcoin long positions are unable to effectively hedge through crypto derivatives or CME futures. As a result, Strategy's highly liquid options chain has become the only venue capable of absorbing hedging demand of this scale. This has concentrated the market's hedging pressure—originally intended to protect Bitcoin long positions—onto MicroStrategy, unintentionally turning the company's stock into a leading indicator of Bitcoin's market sentiment and risk appetite. Source:

Wu Blockchain

36,627 görüntüleme • 8 ay önce

CRYPTO DIDN’T BREAK -- MARKET MAKERS DID. Tom Lee says the real reason $BTC and $ETH have been bleeding since Oct 10 is the massive liquidation shock that crippled market makers. A stablecoin mispricing triggered ADL across exchanges, wiped out nearly 2M accounts, and left market makers short on capital -- shrinking liquidity ever since. When liquidity dries up, every dip feels worse than it really is. In 2022 it took 8 weeks to flush out. We’re 6 weeks in now. This isn’t a “new bear market”. It’s the lag effect of a huge liquidation event unwinding in slow motion. When liquidity normalizes, crypto usually snaps back fast. 💯
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CRYPTO DIDN’T BREAK -- MARKET MAKERS DID. Tom Lee says the real reason $BTC and $ETH have been bleeding since Oct 10 is the massive liquidation shock that crippled market makers. A stablecoin mispricing triggered ADL across exchanges, wiped out nearly 2M accounts, and left market makers short on capital -- shrinking liquidity ever since. When liquidity dries up, every dip feels worse than it really is. In 2022 it took 8 weeks to flush out. We’re 6 weeks in now. This isn’t a “new bear market”. It’s the lag effect of a huge liquidation event unwinding in slow motion. When liquidity normalizes, crypto usually snaps back fast. 💯

CryptosRus

601,680 görüntüleme • 8 ay önce

Tom Lee: 900 million retirement accounts could drive a 200x increase in Bitcoin adoption On December 4, at Binance Blockchain Week 2025, Bitmine chairman Tom Lee pushed back against bearish views on crypto. He noted that only 4.4 million Bitcoin wallets currently hold more than $10,000, while nearly 900 million people worldwide have more than $10,000 in their retirement accounts — implying Bitcoin adoption could increase by 200x and that its growth potential is huge. At the same time, Wall Street wants to tokenize all financial products, with a total market value close to one quadrillion dollars. He argued that the best years for crypto are not in the past but still ahead. Source：2025 Binance Blockchain Week
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Tom Lee: 900 million retirement accounts could drive a 200x increase in Bitcoin adoption On December 4, at Binance Blockchain Week 2025, Bitmine chairman Tom Lee pushed back against bearish views on crypto. He noted that only 4.4 million Bitcoin wallets currently hold more than $10,000, while nearly 900 million people worldwide have more than $10,000 in their retirement accounts — implying Bitcoin adoption could increase by 200x and that its growth potential is huge. At the same time, Wall Street wants to tokenize all financial products, with a total market value close to one quadrillion dollars. He argued that the best years for crypto are not in the past but still ahead. Source：2025 Binance Blockchain Week

Wu Blockchain

55,554 görüntüleme • 8 ay önce

Tom Lee: S&P 500 Could Top 8,000 by Year-End BitMine Chairman Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com said in a July 14 CNBC interview that the S&P 500 could rise above 8,000 by year-end, as the AI story remains intact. He described a possible three-phase market: the S&P 500 could first reach 7,700, then see a normal 10% to 15% pullback, before rallying above 8,000 by year-end. On gold and silver's recent weakness, Lee said long-term holders may be taking profits after strong gains, as both assets had outperformed their store-of-value role and became risk-on assets.
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Tom Lee: S&P 500 Could Top 8,000 by Year-End BitMine Chairman Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com said in a July 14 CNBC interview that the S&P 500 could rise above 8,000 by year-end, as the AI story remains intact. He described a possible three-phase market: the S&P 500 could first reach 7,700, then see a normal 10% to 15% pullback, before rallying above 8,000 by year-end. On gold and silver's recent weakness, Lee said long-term holders may be taking profits after strong gains, as both assets had outperformed their store-of-value role and became risk-on assets.

Wu Blockchain

29,882 görüntüleme • 1 ay önce

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:
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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 görüntüleme • 6 ay önce

Raoul Pal believes October was an API glitch that melted down the market. Exchanges had to step in and buy a ton of crypto. They have been slowly unwinding excessive holdings creating sell pressure. This has also been said by Tom Lee.
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Raoul Pal believes October was an API glitch that melted down the market. Exchanges had to step in and buy a ton of crypto. They have been slowly unwinding excessive holdings creating sell pressure. This has also been said by Tom Lee.

Jungle Inc | Markets & Future Systems

87,706 görüntüleme • 7 ay önce

Cathie Wood: $28 Billion Bitcoin Deleveraging Caused Heavy Losses On January 26, 2026, speaking on Fox Business, ARK Invest CEO Cathie Wood explained that Bitcoin's recent pullback was caused by a $28 billion deleveraging event triggered by a Binance software glitch on October 10. She stated that the selling pressure is largely behind us and predicts Bitcoin will consolidate in the $80,000 to $90,000 range before ending the four-year cycle's downside and resuming its upward trend. Source:
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Cathie Wood: $28 Billion Bitcoin Deleveraging Caused Heavy Losses On January 26, 2026, speaking on Fox Business, ARK Invest CEO Cathie Wood explained that Bitcoin's recent pullback was caused by a $28 billion deleveraging event triggered by a Binance software glitch on October 10. She stated that the selling pressure is largely behind us and predicts Bitcoin will consolidate in the $80,000 to $90,000 range before ending the four-year cycle's downside and resuming its upward trend. Source:

Wu Blockchain

464,639 görüntüleme • 6 ay önce

TOM LEE SAYS A BIG DRAWDOWN IS COMING THEN THE RALLY OF OUR LIFETIME - 10 of 13 new Fed chairs triggered a 10%+ drawdown in year one - S&P on path to 7,300 then a decline that will feel like a bear market - After that, we could see one of the strongest rallies of our lifetime
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TOM LEE SAYS A BIG DRAWDOWN IS COMING THEN THE RALLY OF OUR LIFETIME - 10 of 13 new Fed chairs triggered a 10%+ drawdown in year one - S&P on path to 7,300 then a decline that will feel like a bear market - After that, we could see one of the strongest rallies of our lifetime

Tom Lee Tracker (Not actually Tom)

554,930 görüntüleme • 3 ay önce

CZ on His First Encounter with Bitcoin: When It Was $70 in 2013 On February 10, Binance founder Changpeng Zhao said in an interview on the All-In Podcast that in 2013, after being introduced to Bitcoin by a friend, he began studying it in depth and spent nearly six months repeatedly reading the white paper and related materials before deciding to enter the market by the end of the year. By that time, Bitcoin had risen from around $70 in mid-2013 to nearly $1,000. He admitted that his immediate reaction afterward was that he was too late. Zhao noted that regardless of when people enter the Bitcoin market, they often feel they have missed the opportunity. This period also marked a key turning point in his decision to resign and enter the crypto industry. Source:
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CZ on His First Encounter with Bitcoin: When It Was $70 in 2013 On February 10, Binance founder Changpeng Zhao said in an interview on the All-In Podcast that in 2013, after being introduced to Bitcoin by a friend, he began studying it in depth and spent nearly six months repeatedly reading the white paper and related materials before deciding to enter the market by the end of the year. By that time, Bitcoin had risen from around $70 in mid-2013 to nearly $1,000. He admitted that his immediate reaction afterward was that he was too late. Zhao noted that regardless of when people enter the Bitcoin market, they often feel they have missed the opportunity. This period also marked a key turning point in his decision to resign and enter the crypto industry. Source:

Wu Blockchain

14,745 görüntüleme • 6 ay önce

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

249,627 görüntüleme • 1 ay önce

TOM LEE: THE 10 BEST BTC DAYS OF THE YEAR HAVEN’T HAPPENED YET Tom Lee just told CNBC he still expects Bitcoin to break above $100K, and potentially hit new highs before year-end, even after the October 10 liquidation shock. Why he’s not shaken: 🔥 The “Armageddon” crash was a one-off glitch that nuked over-leveraged traders, not fundamentals 📉 A third of market makers blew up -- leverage got flushed, not conviction 📊 Open interest dropped the same way it has near previous bottoms 🧊 Crypto isn’t leading the market right now -- it’s lagging, which often happens at turning points 📆 Historically, Bitcoin makes its biggest moves in a tight 10-day window each year Lee’s view is simple: we’re near the bottom, the cleanup is done, and the real move still hasn’t happened. He thinks those 10 days are still ahead of us.
3:19

TOM LEE: THE 10 BEST BTC DAYS OF THE YEAR HAVEN’T HAPPENED YET Tom Lee just told CNBC he still expects Bitcoin to break above $100K, and potentially hit new highs before year-end, even after the October 10 liquidation shock. Why he’s not shaken: 🔥 The “Armageddon” crash was a one-off glitch that nuked over-leveraged traders, not fundamentals 📉 A third of market makers blew up -- leverage got flushed, not conviction 📊 Open interest dropped the same way it has near previous bottoms 🧊 Crypto isn’t leading the market right now -- it’s lagging, which often happens at turning points 📆 Historically, Bitcoin makes its biggest moves in a tight 10-day window each year Lee’s view is simple: we’re near the bottom, the cleanup is done, and the real move still hasn’t happened. He thinks those 10 days are still ahead of us.

CryptosRus

148,945 görüntüleme • 8 ay önce

🚨 Rumors are swirling that Wintermute, one of crypto’s largest market makers, is preparing to sue Binance over losses from the October 10 crash and could be the reason for today’s Bitcoin price action. The flash crash wiped out $600B in crypto value in 30 minutes, triggering 1.7M forced liquidations and marking the largest single-day liquidation event in crypto history. Wintermute’s CEO Evgeny Gaevoy says the firm was Auto-DeLeveraged (ADL’d) at “completely ridiculous prices” on Binance and other exchanges, and is now evaluating legal options. Binance has acknowledged system overloads and massive ADL triggers, but denied any internal errors or preferential treatment. It spent $188M from its insurance fund and refunded $283M for oracle depegs, excluding ADL losses. Wintermute’s tracked wallets dropped from $637M to $572M (–12%) after the crash. Video below of Wintermute CEO Evgeny Gaevoy on how they got ADL’d on Binance and his prediction of lawsuits and challenges from trading firms.
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🚨 Rumors are swirling that Wintermute, one of crypto’s largest market makers, is preparing to sue Binance over losses from the October 10 crash and could be the reason for today’s Bitcoin price action. The flash crash wiped out $600B in crypto value in 30 minutes, triggering 1.7M forced liquidations and marking the largest single-day liquidation event in crypto history. Wintermute’s CEO Evgeny Gaevoy says the firm was Auto-DeLeveraged (ADL’d) at “completely ridiculous prices” on Binance and other exchanges, and is now evaluating legal options. Binance has acknowledged system overloads and massive ADL triggers, but denied any internal errors or preferential treatment. It spent $188M from its insurance fund and refunded $283M for oracle depegs, excluding ADL losses. Wintermute’s tracked wallets dropped from $637M to $572M (–12%) after the crash. Video below of Wintermute CEO Evgeny Gaevoy on how they got ADL’d on Binance and his prediction of lawsuits and challenges from trading firms.

Bitcoin News

342,913 görüntüleme • 9 ay önce

BITCOIN JUST PASSED AN IMPORTANT STRESS TEST Tom Lee says the reason Bitcoin didn’t behave like “digital gold” during the last bout of market turmoil was simple: crypto went through one of the biggest deleveraging events in its history. When leverage unwinds that aggressively, everything gets sold — even assets that are supposed to hedge risk. But that phase may now be behind us. After months of speculation getting flushed out of the system, the market structure is cleaner. And this weekend offered a small but interesting signal: oil spiked on geopolitical tensions… and Bitcoin rallied instead. That’s a different reaction than what we saw during the deleveraging phase. Now Bitcoin is holding above $70K, and the narrative may be shifting back toward what many originally expected -- a scarce asset that can sit alongside gold during periods of global uncertainty. The real question now is whether this was just a short-term bounce... or the start of Bitcoin reasserting its macro role. 📹️: BMNR Bullz
0:56

BITCOIN JUST PASSED AN IMPORTANT STRESS TEST Tom Lee says the reason Bitcoin didn’t behave like “digital gold” during the last bout of market turmoil was simple: crypto went through one of the biggest deleveraging events in its history. When leverage unwinds that aggressively, everything gets sold — even assets that are supposed to hedge risk. But that phase may now be behind us. After months of speculation getting flushed out of the system, the market structure is cleaner. And this weekend offered a small but interesting signal: oil spiked on geopolitical tensions… and Bitcoin rallied instead. That’s a different reaction than what we saw during the deleveraging phase. Now Bitcoin is holding above $70K, and the narrative may be shifting back toward what many originally expected -- a scarce asset that can sit alongside gold during periods of global uncertainty. The real question now is whether this was just a short-term bounce... or the start of Bitcoin reasserting its macro role. 📹️: BMNR Bullz

CryptosRus

35,758 görüntüleme • 5 ay önce

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

422,609 görüntüleme • 1 ay önce

Yesterday, I posted a video on 3 reasons I’m buying $BMNR highlight that Tom Lee as an advocate was a big reason. YouTube viewers actually commented to call this man the “2025 Cathie Wood” saying it’s easy to be a genius in a bull market. That’s frankly an intellectually dishonest oversimplification because I’m old enough to remember back in 2019 when Becky Quick called Tom Lee crazy for advocating 1-2% in $BTC when it was literally $5,000 (I was buying BTC around this time). There’s a reason many retail investors are following Thomas (Tom) Lee (not drummer) FSInsight.com into $BMNR. Not because he’s a “pumper” or a sign of a euphoric market, but because he has been true to his convictions from day one. For years. In this latest bull market yes, but he was also consistently the most optimistic analyst on the street in 2022 during the bear. People remember that level of conviction. And they respect it. So in that context I’m not shocked that he’s a major reason for the retail flows into $BMNR.
0:50

Yesterday, I posted a video on 3 reasons I’m buying $BMNR highlight that Tom Lee as an advocate was a big reason. YouTube viewers actually commented to call this man the “2025 Cathie Wood” saying it’s easy to be a genius in a bull market. That’s frankly an intellectually dishonest oversimplification because I’m old enough to remember back in 2019 when Becky Quick called Tom Lee crazy for advocating 1-2% in $BTC when it was literally $5,000 (I was buying BTC around this time). There’s a reason many retail investors are following Thomas (Tom) Lee (not drummer) FSInsight.com into $BMNR. Not because he’s a “pumper” or a sign of a euphoric market, but because he has been true to his convictions from day one. For years. In this latest bull market yes, but he was also consistently the most optimistic analyst on the street in 2022 during the bear. People remember that level of conviction. And they respect it. So in that context I’m not shocked that he’s a major reason for the retail flows into $BMNR.

Tevis

319,235 görüntüleme • 11 ay önce

$HOOD $JPM TOM LEE: IN 10 YEARS, THE LARGEST FINANCIAL COMPANY IN THE WORLD COULD BE WORTH $10 TRILLION 🤯 JONATHAN: "The largest financial company in the world right now is J.P. Morgan -- $900B market cap. In 10 years, how large is the largest financial company in the world?" TOM LEE (Thomas (Tom) Lee (not drummer) FundstratDirect.com): "Well, that's an important question. One thing to keep in mind is that because of crypto, more things are becoming money, which means financial services' share of the economy's going to be higher." "Another thing that's true is that in an AI world with agents and robots, that's going to make the financial services world bigger than the physical world." "So financial services market cap should be larger as a percentage of the total market." JONATHAN: "If I'm thinking about the size of Mag 7s in 10 years, I think it might be $10 trillion just to get into the club." TOM: "Correct. So one of these companies, it could be J.P. Morgan, it could be Robinhood, will be a Mag 7." JONATHAN: "And in a world in which Robinhood is a Mag 7 or something like a Mag 7 in 10 years, and $10 trillion is the entry price into that club, that's 100X from here for Robinhood." TOM: "Yeah, and presumably Robinhood won't be consuming a lot of capital. They could be buying back a lot of shares in that time. So actually it should do better than 100X because the number of shares could be lower."
2:00

$HOOD $JPM TOM LEE: IN 10 YEARS, THE LARGEST FINANCIAL COMPANY IN THE WORLD COULD BE WORTH $10 TRILLION 🤯 JONATHAN: "The largest financial company in the world right now is J.P. Morgan -- $900B market cap. In 10 years, how large is the largest financial company in the world?" TOM LEE (Thomas (Tom) Lee (not drummer) FundstratDirect.com): "Well, that's an important question. One thing to keep in mind is that because of crypto, more things are becoming money, which means financial services' share of the economy's going to be higher." "Another thing that's true is that in an AI world with agents and robots, that's going to make the financial services world bigger than the physical world." "So financial services market cap should be larger as a percentage of the total market." JONATHAN: "If I'm thinking about the size of Mag 7s in 10 years, I think it might be $10 trillion just to get into the club." TOM: "Correct. So one of these companies, it could be J.P. Morgan, it could be Robinhood, will be a Mag 7." JONATHAN: "And in a world in which Robinhood is a Mag 7 or something like a Mag 7 in 10 years, and $10 trillion is the entry price into that club, that's 100X from here for Robinhood." TOM: "Yeah, and presumably Robinhood won't be consuming a lot of capital. They could be buying back a lot of shares in that time. So actually it should do better than 100X because the number of shares could be lower."

Hood House

108,375 görüntüleme • 12 gün önce

We asked Thomas (Tom) Lee (not drummer) FSInsight.com (Chief Investment Officer of Fundstrat Capital) to explain the strategic decision for $BMNR to focus on Ethereum due to its role in stablecoins. "Stablecoins are the ChatGPT of Fintech." "They provide a logarithmic benefit over traditional systems." "Stablecoins is a $250B market, and Secretary Bessent said it could grow to $2T." "Large companies will need to secure the Layer 1 (what stablecoins transact on) that they're operating on." "We're kind of like the plumbing of what banks will look like in the future because they will be staking Ethereum on their balance sheet of crypto in order to fund and operate their stablecoin."
2:08

We asked Thomas (Tom) Lee (not drummer) FSInsight.com (Chief Investment Officer of Fundstrat Capital) to explain the strategic decision for $BMNR to focus on Ethereum due to its role in stablecoins. "Stablecoins are the ChatGPT of Fintech." "They provide a logarithmic benefit over traditional systems." "Stablecoins is a $250B market, and Secretary Bessent said it could grow to $2T." "Large companies will need to secure the Layer 1 (what stablecoins transact on) that they're operating on." "We're kind of like the plumbing of what banks will look like in the future because they will be staking Ethereum on their balance sheet of crypto in order to fund and operate their stablecoin."

TBPN

240,307 görüntüleme • 1 yıl önce

What does Tom Lee know about #Ethereum that the rest of crypto doesn’t? 👀 Who really is this guy? Because he might be making one of the biggest bets in financial history. Why is he willing to make a $10+ billion bet on Ethereum? 🤔👇🏼
1:23

What does Tom Lee know about #Ethereum that the rest of crypto doesn’t? 👀 Who really is this guy? Because he might be making one of the biggest bets in financial history. Why is he willing to make a $10+ billion bet on Ethereum? 🤔👇🏼

Ian Heinisch

75,580 görüntüleme • 2 ay önce