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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... show more

Wu Blockchain

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20,898 views • 9 months ago •via X (Twitter)

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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

BMNR Bullz

85,059 views • 1 month ago

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.

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.

Daniel

165,528 views • 2 months ago

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.

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.

Wu Blockchain

15,237 views • 3 months ago

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.

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 views • 26 days ago

TOM LEE AT PARIS BLOCKCHAIN WEEK BITMINE already owns 4% of ETH supply. They expect to reach 5% this year. But the bigger point is MAVAN. BITMINE is already staking over $2B of other people’s crypto, including ETH, HYPERLIQUID, and SOLANA. TOM LEE says MAVAN will be the largest single service staking operator in the world. This is not just an ETH treasury. It is a crypto yield business being built at massive scale. 🔹 4% of ETH already acquired 🔹 5% target this year 🔹 $2B+ external crypto already staked 🔹 $310M annual ETH yield at current holdings $BMNR $ETH

TOM LEE AT PARIS BLOCKCHAIN WEEK BITMINE already owns 4% of ETH supply. They expect to reach 5% this year. But the bigger point is MAVAN. BITMINE is already staking over $2B of other people’s crypto, including ETH, HYPERLIQUID, and SOLANA. TOM LEE says MAVAN will be the largest single service staking operator in the world. This is not just an ETH treasury. It is a crypto yield business being built at massive scale. 🔹 4% of ETH already acquired 🔹 5% target this year 🔹 $2B+ external crypto already staked 🔹 $310M annual ETH yield at current holdings $BMNR $ETH

BMNR Bullz

40,912 views • 3 months ago

Tom Lee: ETH 2.0 Could Support a $250,000 Long Term Target On July 13, 2026, at WebX 2026 in Tokyo, BitMine Chairman Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com said Ethereum is entering its 2.0 phase, using Amazon, Nvidia, and JPMorgan as re-rating analogies and arguing that ETH will become money and serve as a settlement rail in an AI agent driven world shaped by the “uncanny valley of wealth” thesis. BitMine now holds 5.74 million ETH, or 4.8% of supply, has led ETH Labs and Ethereum Institutional, and plans to keep concentration below 5% while continuing to fund Ethereum related projects, public goods, and broader ecosystem growth.

Tom Lee: ETH 2.0 Could Support a $250,000 Long Term Target On July 13, 2026, at WebX 2026 in Tokyo, BitMine Chairman Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com said Ethereum is entering its 2.0 phase, using Amazon, Nvidia, and JPMorgan as re-rating analogies and arguing that ETH will become money and serve as a settlement rail in an AI agent driven world shaped by the “uncanny valley of wealth” thesis. BitMine now holds 5.74 million ETH, or 4.8% of supply, has led ETH Labs and Ethereum Institutional, and plans to keep concentration below 5% while continuing to fund Ethereum related projects, public goods, and broader ecosystem growth.

Wu Blockchain

19,130 views • 16 days ago

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:

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 views • 6 months ago

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? 👇

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

43,430 views • 5 months ago

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

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 views • 7 months ago

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 $0.65 due to an internal pricing issue, triggering the ADL auto-deleveraging mechanism and causing cascading liquidations that forced millions of accounts to close within minutes. Lee noted that the incident was a system-wide chain reaction caused by a code-level flaw, which severely damaged market makers'balance sheets, forcing them to shrink capital and further weakening market liquidity—resulting in sustained pressure on crypto assets in the weeks that followed. Source:

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 $0.65 due to an internal pricing issue, triggering the ADL auto-deleveraging mechanism and causing cascading liquidations that forced millions of accounts to close within minutes. Lee noted that the incident was a system-wide chain reaction caused by a code-level flaw, which severely damaged market makers'balance sheets, forcing them to shrink capital and further weakening market liquidity—resulting in sustained pressure on crypto assets in the weeks that followed. Source:

Wu Blockchain

22,483 views • 8 months ago

Tom Lee on why institutional money HAS to buy $BMNR instead of $ETH directly. Large asset managers "can't buy ETH, the native token, because they would actually have to maintain a crypto wallet." But they can buy equities. Bitmine is in the Russell 1000 and trades on NYSE - "the only Ethereum large cap stock they could buy today." The equity investor universe is $240T. The native crypto investor universe is "a couple hundred billion." The numbers on where the big money flows is pretty clear. FT Thomas (Tom) Lee (not drummer) FundstratDirect.com Bitmine (NYSE-BMNR) $ETH.

Tom Lee on why institutional money HAS to buy $BMNR instead of $ETH directly. Large asset managers "can't buy ETH, the native token, because they would actually have to maintain a crypto wallet." But they can buy equities. Bitmine is in the Russell 1000 and trades on NYSE - "the only Ethereum large cap stock they could buy today." The equity investor universe is $240T. The native crypto investor universe is "a couple hundred billion." The numbers on where the big money flows is pretty clear. FT Thomas (Tom) Lee (not drummer) FundstratDirect.com Bitmine (NYSE-BMNR) $ETH.

Milk Road

59,155 views • 9 days ago

Professor Jiang: “The AI bubble is about to burst, which means they are about to engineer a financial crisis in America. In a year’s time you’ll have massive unemployment, you’ll have stock market collapse around the world. Companies will be going bankrupt, it’ll be super expensive to fly, there will be energy lockdowns all around the world, and that I think will be the biggest story of 2027.”

Professor Jiang: “The AI bubble is about to burst, which means they are about to engineer a financial crisis in America. In a year’s time you’ll have massive unemployment, you’ll have stock market collapse around the world. Companies will be going bankrupt, it’ll be super expensive to fly, there will be energy lockdowns all around the world, and that I think will be the biggest story of 2027.”

AutisticClips

55,205 views • 1 month ago

TOM LEE: 7,700, THEN A 15% DROP, THEN OVER 8,000 BY YEAR END He lays out the S&P in three phases, with the AI story holding it together: - Phase one gets the S&P to 7,700 - Phase two is a normal 10 to 15% drawdown - Phase three rallies above 8,000 by year end, and MAG-7 may fall less than the broader market since many sectors have already corrected

TOM LEE: 7,700, THEN A 15% DROP, THEN OVER 8,000 BY YEAR END He lays out the S&P in three phases, with the AI story holding it together: - Phase one gets the S&P to 7,700 - Phase two is a normal 10 to 15% drawdown - Phase three rallies above 8,000 by year end, and MAG-7 may fall less than the broader market since many sectors have already corrected

Tom Lee Tracker (Not actually Tom)

39,952 views • 27 days ago

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:

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 views • 8 months ago

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.

Wu Blockchain

38,428 views • 1 month ago

TOM LEE: "WE ARE ALREADY IN CRYPTO SPRING." He knows how that sounds right now. He said it anyway: "A lot of you may have lost your faith in crypto because prices haven't gone up. Your friends might be quitting. There's been rage quitting in crypto." His read: that's not a warning sign. It's exactly what the bottom of a cycle looks like.

TOM LEE: "WE ARE ALREADY IN CRYPTO SPRING." He knows how that sounds right now. He said it anyway: "A lot of you may have lost your faith in crypto because prices haven't gone up. Your friends might be quitting. There's been rage quitting in crypto." His read: that's not a warning sign. It's exactly what the bottom of a cycle looks like.

Tom Lee Tracker (Not actually Tom)

35,986 views • 1 month ago

TOM LEE: THIS IS CASH RAISING, NOT THE TOP Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com says the market is getting hit because institutions are raising cash ahead of the $75B SpaceX IPO. They may need cash for the IPO, then more cash to build a full market weight position in the aftermarket. That means selling recent winners. But Tom says the charts are not broken, this dip gets bought, and because so many people think SpaceX marks the top, it probably is not the top.

TOM LEE: THIS IS CASH RAISING, NOT THE TOP Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com says the market is getting hit because institutions are raising cash ahead of the $75B SpaceX IPO. They may need cash for the IPO, then more cash to build a full market weight position in the aftermarket. That means selling recent winners. But Tom says the charts are not broken, this dip gets bought, and because so many people think SpaceX marks the top, it probably is not the top.

BMNR Bullz

436,008 views • 2 months ago

"The fact that we're debating whether it's a bubble means it's a bubble" Kirk McKeown — ex-Head of Proprietary Research at Point72, previously Glenview & Tudor. He explains: "The fact that we're debating about a bubble means there's a bubble." "If people are trying to explain away a bubble, there's a bubble. It's that simple." "History rhymes because people are animals. Animals do the same thing over and over expecting a different result." "It happens when the people doing it this time weren't around last time. So they forget." "World War II was supposed to be the war to end all wars. There's probably other wars that had that same label." "When I look at the AI economy, I look back to quant on Wall Street. This has already happened." "Everything that happened on Wall Street is going to happen on Main Street."

"The fact that we're debating whether it's a bubble means it's a bubble" Kirk McKeown — ex-Head of Proprietary Research at Point72, previously Glenview & Tudor. He explains: "The fact that we're debating about a bubble means there's a bubble." "If people are trying to explain away a bubble, there's a bubble. It's that simple." "History rhymes because people are animals. Animals do the same thing over and over expecting a different result." "It happens when the people doing it this time weren't around last time. So they forget." "World War II was supposed to be the war to end all wars. There's probably other wars that had that same label." "When I look at the AI economy, I look back to quant on Wall Street. This has already happened." "Everything that happened on Wall Street is going to happen on Main Street."

Ethan Kho

79,906 views • 3 months ago

🚨 JUST STOP AND LOOK AT THE CHART This isn’t just a simple S&P 500 chart - it’s S&P 500 divided by M2 money supply In short: “This is the real value of the asset, stripped of printed money” The strongest market bubbles were actually predicted using this chart: - Dotcom Bubble 2000 - AI Bubble 2025 Market is now overheated and longer this rally continues, the bigger bubble gets This signals only one thing - drop will be EXTREME Are you still looking at this chart and calling the S&P 500 a safe store of value? TURN NOTIFS ON - I'LL UPDATE SOON...

🚨 JUST STOP AND LOOK AT THE CHART This isn’t just a simple S&P 500 chart - it’s S&P 500 divided by M2 money supply In short: “This is the real value of the asset, stripped of printed money” The strongest market bubbles were actually predicted using this chart: - Dotcom Bubble 2000 - AI Bubble 2025 Market is now overheated and longer this rally continues, the bigger bubble gets This signals only one thing - drop will be EXTREME Are you still looking at this chart and calling the S&P 500 a safe store of value? TURN NOTIFS ON - I'LL UPDATE SOON...

Aralez 🐕

43,236 views • 3 months ago

The AI bubble burst will be worse than the dotcom bubble. None of these companies are profitable without government subsidies, or communism. IBM CEO Arvind Krishna says there is "no way" to turn a profit on the $8 trillion currently being committed to AI data centers. Krishna notes that at $80 billion per gigawatt, a company committing to 20-30 GW faces $1.5 trillion in CapEx, requiring $800 billion in annual profit just to cover interest and depreciation of chips that must be replaced every 5 years. 0/10 of the top AI startups are profitable!

The AI bubble burst will be worse than the dotcom bubble. None of these companies are profitable without government subsidies, or communism. IBM CEO Arvind Krishna says there is "no way" to turn a profit on the $8 trillion currently being committed to AI data centers. Krishna notes that at $80 billion per gigawatt, a company committing to 20-30 GW faces $1.5 trillion in CapEx, requiring $800 billion in annual profit just to cover interest and depreciation of chips that must be replaced every 5 years. 0/10 of the top AI startups are profitable!

Truth_teller 🇷🇺

12,925 views • 3 months ago