The Master Investor Podcast with Wilfred Frost BONUS: Tom Lee pt 2 - How Ethereum Could Overtake Bitcoin
Aug 29, 2025
Tom Lee, co-founder and head of research at Fundstrat Global Advisors, is a cryptocurrency expert and currently chairs an Ethereum treasury company. In this discussion, he shares his bullish outlook on Ethereum, predicting it could surpass Bitcoin as the backbone of real-world applications. Tom highlights Bitcoin's role as a store of value while emphasizing Ethereum's versatility and potential growth driven by Wall Street's increasing interest. He also addresses the evolving landscape of cryptocurrencies and the implications of smart contracts.
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Bitcoin As A Store Of Value
- Bitcoin's primary narrative is as a store of value with censorship-resistant transaction history.
- Its fixed supply and high hodling make the remaining available supply hard for institutions to acquire.
Joining Bitmine And The $250M Shift
- Tom Lee described joining Bitmine as chairman and shifting the treasury toward Ethereum.
- He noted a $250 million investment led by Mosaic and involvement from major crypto and traditional firms.
Ethereum As A Programmable Platform
- Ethereum extends blockchain functionality with smart contracts and the Ethereum Virtual Machine.
- It runs programs reliably and supports layer-two solutions for scaling.