Tom Lee

Tom Lee, founder of Fundstrat, and Arthur Hayes, former CEO of BitMEX, dive into how crypto is reshaping Wall Street. They discuss Bitcoin's soaring price and Ethereum's resurgence fueled by institutional investment. Tom shares bold price targets, projecting BTC could hit $200–250k and ETH $10–12k. Arthur critiques leveraged ETFs while advocating for perpetual swaps, and they both underscore the transformative role banks could play as on-chain tech firms. The duo also explores the implications of Tether's rise as a potential game changer in the banking landscape.

Tom Lee, Chairman of BitMine and a key Ethereum advocate, dives into the exciting world of Digital Asset Treasuries (DATs) and Ethereum's projected 'supercycle'. He discusses how DATs are shaping Ethereum's marketing strategy, while also highlighting potential risks and market dynamics. With a focus on the ongoing Perp DEX wars between Hyperliquid and Aster, the duo explores the implications of token unlocks and zero-fee models. The conversation also touches on the resurgence of Zcash and the mainstreaming of prediction markets.

Tom Lee, co-founder of Fundstrat Global Advisors and chairman of BitMine Immersion Technologies, discusses the evolution of BitMine into a major Ethereum treasury holder. He argues that digital asset treasuries (DATs) are essential for bridging traditional finance and crypto. The conversation highlights Ethereum's potential to outpace Bitcoin, likening its rise to a 'ChatGPT moment.' Lee also explores the roles of stablecoins in crypto and the impact of a 2025 regulatory shift that could unlock institutional investment.