He called Bitcoin at $25K in 2017 – and was laughed at.
Fundstrat’s Tom Lee is one of the most followed macro minds in crypto, with deep ties to Wall Street, CNBC, and the largest players in finance.
He says the new financial system is already being built – and crypto will anchor it.
@Fundstrat isn’t guessing.
He was JPMorgan’s Chief Equity Strategist. He’s advised global funds, predicted market cycles, and published one of the earliest institutional theses on Bitcoin in 2017.
In this interview, we discuss Crypto’s future, explain why billions are flowing into Digital Asset Treasuries’, and how AI, sovereigns, and Wall Street will drive the next bull run
The herd isn’t coming.
The herd is here.
01:09 – Why Tom left JPMorgan to publish the Bitcoin thesis
03:45 – Bitcoin to $25K: clients canceled, Wall Street mocked
05:22 – The 4-year cycle: broken or reflexive?
08:48 – Will sovereign buyers put a floor under BTC?
12:11 – The new story arc: AI, institutions, and crypto convergence
14:00 – “Crypto is already UBI.” The forgotten benefit of early adoption
20:01 – How stablecoins will fund U.S. treasuries – permanently
23:47 – ETH’s underperformance and what changed in 2024
25:36 – Ethereum, AI agents & the rise of authenticated instructions
27:43 – “ETH has been dead for 5 years, but it’s not dead tech”
28:46 – ETH vs TON vs Tether: who wins the stablecoin war?
32:53 – Gaming, Pudgy Penguins, and crypto’s IP revolution
34:29 – What are Digital Asset Treasuries? Why they matter
37:10 – BitMNR: how ETH/share went from $4 to $23 in weeks
42:00 – Why BitMNR avoided convertibles – and outperformed
46:29 – ETH down, but ETH/share up – thanks to treasury velocity
53:48 – Price targets: BTC $200K, ETH $60K, and the path to $1M
55:15 – “ETH has a 50% chance of flipping Bitcoin”
56:24 – RWAs and tokenizing the real world – how we hit $100T
58:35 – “Crypto is democratized wealth. Anyone can join.”
59:02 – One chain to rule them all? Or multichain future?
01:00:45 – “Hard work is 2%. Luck is 98%.”
01:01:40 – Why crypto treasuries may become Wall Street’s new hedge
This episode is sponsored by BTQ. BTQ is driving the future of post-quantum solutions, delivering a neutral-atom quantum computing platform and quantum-safe security. Backed by a broad patent portfolio and the first commercially significant quantum advantage, BTQ serves finance, telecom, logistics, and defense. (Cboe CA: BTQ | FSE: NG3 | OTCQX: BTQQF)
Disclaimer: This content was produced in collaboration with the client and is intended for informational purposes only. It does not constitute financial or investment advice. Always conduct your own research before making any financial decisions, especially in highly volatile markets like crypto.
