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Tom Lee: The DAT Bubble May Have Already Burst On Fortune's program, Bitmine Chairman Tom Lee said the bubble in Digital Asset Treasuries (DAT) may have "already burst." Excluding Bitmine and MicroStrategy, the broader set of DAT companies still faces valuation pressure. He estimates around 80% of DATs are...

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20,898 просмотров • 8 месяцев назад •via X (Twitter)

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This isn't a bubble. “Just because digital asset treasuries have gone up and you don’t own it doesn’t mean it’s a bubble… A bubble is just your friend making money.” Tom Lee ( Thomas (Tom) Lee (not drummer) FundstratDirect.com ) explains how most people misread markets. It’s not a bubble just because assets rise without you.
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This isn't a bubble. “Just because digital asset treasuries have gone up and you don’t own it doesn’t mean it’s a bubble… A bubble is just your friend making money.” Tom Lee ( Thomas (Tom) Lee (not drummer) FundstratDirect.com ) explains how most people misread markets. It’s not a bubble just because assets rise without you.

Bankless

491,240 просмотров • 10 месяцев назад

Dive into the investment case for Digital Asset Treasury companies (DATs) with Tom Lee (Thomas (Tom) Lee (not drummer) FundstratDirect.com) and Cosmo Jiang! Learn why DATs may be a more effective vehicle for crypto exposure than owning an ETF or holding the underlying token directly. 🔎📊
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Dive into the investment case for Digital Asset Treasury companies (DATs) with Tom Lee (Thomas (Tom) Lee (not drummer) FundstratDirect.com) and Cosmo Jiang! Learn why DATs may be a more effective vehicle for crypto exposure than owning an ETF or holding the underlying token directly. 🔎📊

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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
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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

BMNR Bullz

60,908 просмотров • 2 дней назад

How Tom Lee (Thomas (Tom) Lee (not drummer) FundstratDirect.com) is Preparing For Ethereum’s Future 🔮 Fundstrat Global Advisors’ Head of Research Tom Lee, who is chairman of BitMine Immersion Technologies, shares his perspective on Ethereum. He explains how the asset is being leveraged by crypto treasury firms, as well as a growing number of financial institutions.
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How Tom Lee (Thomas (Tom) Lee (not drummer) FundstratDirect.com) is Preparing For Ethereum’s Future 🔮 Fundstrat Global Advisors’ Head of Research Tom Lee, who is chairman of BitMine Immersion Technologies, shares his perspective on Ethereum. He explains how the asset is being leveraged by crypto treasury firms, as well as a growing number of financial institutions.

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Kraken Institutional. The counterparty institutions trust at scale. "We need partners with fortress balance sheets and auditable financial stability. Kraken was always our first call." — Tom Lee (Thomas (Tom) Lee (not drummer) FundstratDirect.com) Chairman of Bitmine (Bitmine (NYSE-BMNR) $ETH) Learn more →
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Kraken Institutional. The counterparty institutions trust at scale. "We need partners with fortress balance sheets and auditable financial stability. Kraken was always our first call." — Tom Lee (Thomas (Tom) Lee (not drummer) FundstratDirect.com) Chairman of Bitmine (Bitmine (NYSE-BMNR) $ETH) Learn more →

Kraken Institutional

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Tom Lee continues to expect a major market correction later this year. According to him, the correction will be driven by: 1. Typical midterm seasonality and the uncertainty surrounding it 2. Tight petroleum product inventories that are not being relieved anytime soon, creating energy pressure 3. A large wave of IPOs from SpaceX, OpenAI, and Anthropic, with future lockup expirations creating a supply overhang Tom Lee also believes the Mag 7 already went through their bear market and will be relatively spared during the broader correction. He also thinks semiconductor stocks may eventually become a bubble.
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Tom Lee continues to expect a major market correction later this year. According to him, the correction will be driven by: 1. Typical midterm seasonality and the uncertainty surrounding it 2. Tight petroleum product inventories that are not being relieved anytime soon, creating energy pressure 3. A large wave of IPOs from SpaceX, OpenAI, and Anthropic, with future lockup expirations creating a supply overhang Tom Lee also believes the Mag 7 already went through their bear market and will be relatively spared during the broader correction. He also thinks semiconductor stocks may eventually become a bubble.

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TOM LEE EXPLAINS THE MR.BEAST DEAL At the BitMine $BMNR shareholder meeting, Tom Lee broke down why BitMine invested in Beast Industries: - $200M strategic investment - MrBeast is the most watched creator in the world - BitMine is the largest corporate and strategic investor in the company - Investment is framed as a long-term moonshot tied to Ethereum, DeFi, and tokenization
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TOM LEE EXPLAINS THE MR.BEAST DEAL At the BitMine $BMNR shareholder meeting, Tom Lee broke down why BitMine invested in Beast Industries: - $200M strategic investment - MrBeast is the most watched creator in the world - BitMine is the largest corporate and strategic investor in the company - Investment is framed as a long-term moonshot tied to Ethereum, DeFi, and tokenization

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301,726 просмотров • 5 месяцев назад

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 stocks and beating the S&P 500 by nearly 20 percentage points. He said that if markets can weather the Middle East crisis and the U.S. economy remains resilient despite higher oil prices, the crypto bull market could last into 2028. Lee also said Ethereum is going through a major deep consolidation, with tokenization and agentic AI likely to become key drivers of the next potential rally, including stablecoins, tokenized stocks, tokenized reputation systems and AI payment demand.
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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 stocks and beating the S&P 500 by nearly 20 percentage points. He said that if markets can weather the Middle East crisis and the U.S. economy remains resilient despite higher oil prices, the crypto bull market could last into 2028. Lee also said Ethereum is going through a major deep consolidation, with tokenization and agentic AI likely to become key drivers of the next potential rally, including stablecoins, tokenized stocks, tokenized reputation systems and AI payment demand.

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Tom Lee (Thomas (Tom) Lee (not drummer) FSInsight.com) says there is not a bubble in Artificial Intelligence right now.
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Tom Lee (Thomas (Tom) Lee (not drummer) FSInsight.com) says there is not a bubble in Artificial Intelligence right now.

Anthony Pompliano 🌪

30,180 просмотров • 8 месяцев назад

This message is for Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com, gentleman and scholar 🧐, Chairman of Bitmine Tickers: $KEYCAT $ETH $BMNR Happy belated Fundstrat Direct 🎉
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This message is for Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com, gentleman and scholar 🧐, Chairman of Bitmine Tickers: $KEYCAT $ETH $BMNR Happy belated Fundstrat Direct 🎉

KEYCAT

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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
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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

BMNR Bullz

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"It doesn't seem like a bubble. There's real demand there," says Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee on $NVDA and the AI boom. "We're going to find out next week."
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"It doesn't seem like a bubble. There's real demand there," says Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee on $NVDA and the AI boom. "We're going to find out next week."

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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:
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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

28,520 просмотров • 4 месяцев назад

$200 million deal with Mr Beast to bring financial services and digital items on Ethereum. Tom Lee & BitMine believe Mr a beast will onboard millions of users to the #ETH ecosystem.
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$200 million deal with Mr Beast to bring financial services and digital items on Ethereum. Tom Lee & BitMine believe Mr a beast will onboard millions of users to the #ETH ecosystem.

Jungle Inc Crypto News

12,379 просмотров • 5 месяцев назад

Tom Lee (Thomas (Tom) Lee (not drummer) FundstratDirect.com) breaks down the market setup fueling the rise of digital assets – driven by the AI boom, the shift toward a digital economy, and the role of programmable money like stablecoins. "Stablecoins have become the ChatGPT story of crypto."
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Tom Lee (Thomas (Tom) Lee (not drummer) FundstratDirect.com) breaks down the market setup fueling the rise of digital assets – driven by the AI boom, the shift toward a digital economy, and the role of programmable money like stablecoins. "Stablecoins have become the ChatGPT story of crypto."

Pantera Capital

111,472 просмотров • 11 месяцев назад

🚨 TOM LEE BIG STATEMENT🚨 TOM LEE SAYS WARS CAN BENEFIT THE U.S. ECONOMY & STOCK MARKET. ARGUES DEFENSE SPENDING & STIMULUS BOOST MARKETS OVER TIME & SAYS SHORT TERM SHOCK… BUT LONG TERM GAINS LIKELY. TOM LEE BITMINE HOLD ~4.5 M ETH TOKENS. ETHEREUM MAY PUMP IF… Show more
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🚨 TOM LEE BIG STATEMENT🚨 TOM LEE SAYS WARS CAN BENEFIT THE U.S. ECONOMY & STOCK MARKET. ARGUES DEFENSE SPENDING & STIMULUS BOOST MARKETS OVER TIME & SAYS SHORT TERM SHOCK… BUT LONG TERM GAINS LIKELY. TOM LEE BITMINE HOLD ~4.5 M ETH TOKENS. ETHEREUM MAY PUMP IF… Show more

Money Ape

23,885 просмотров • 3 месяцев назад

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 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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714,764 просмотров • 9 месяцев назад

Tom Lee believes the MAG 7 have been leading this market. They bottomed first, and he expects them to rally again — even if the broader market starts peaking. The fundamentals remain strong. They delivered solid earnings that the market largely ignored, which makes them far less risky than many think. I agree. The market is afraid we’re in an AI bubble, but pushing the MAG 7 down to some of the lowest valuation multiples in years because of that simply doesn’t make sense 🤦‍♂️ Are you buying the MAG 7 here? 👇
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Tom Lee believes the MAG 7 have been leading this market. They bottomed first, and he expects them to rally again — even if the broader market starts peaking. The fundamentals remain strong. They delivered solid earnings that the market largely ignored, which makes them far less risky than many think. I agree. The market is afraid we’re in an AI bubble, but pushing the MAG 7 down to some of the lowest valuation multiples in years because of that simply doesn’t make sense 🤦‍♂️ Are you buying the MAG 7 here? 👇

Daniel

43,424 просмотров • 4 месяцев назад

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 просмотров • 6 месяцев назад