Tom Lee and Arthur Hayes map how crypto is flipping Wall Street: BTC at fresh highs, ETH’s comeback, and a surge of institutional capital, tokenization, and stablecoin rails.
Tom lays out Bitmine’s big ETH accumulation and bold targets (BTC $200–250k, ETH $10–12k), while Arthur dives into cycles, liquidity, why perps outshine leveraged ETFs, and the looming clash between prediction markets and TradFi. Plus: banks turning into on-chain tech companies and what Tether’s rise signals for the new banking stack.
Please visit https://fundstrat.com/tom for complimentary access to Tom Lee's daily market updates, real-time market alerts, live webinars, and curated stock lists.
------
📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24
https://bankless.cc/spotify-premium
------
BANKLESS SPONSOR TOOLS:
🪙FRAXNET | MINT, REDEEM, EARN
https://bankless.cc/fraxnet
🦄UNISWAP | SWAP ON UNICHAIN
https://bankless.cc/unichain
🛞MANTLE | MODULAR L2 NETWORK
https://bankless.cc/Mantle
🌳KGEN | REQUEST A DEMO
https://bankless.cc/KGEN-podcast
🐂BULLISH | TRADING COMPETITION
https://bankless.cc/trading-competition
💠BIT DIGITAL ($BTBT) | ETH TREASURY
https://bankless.cc/bit-digital
We’re being compensated by Bit Digital (NASDAQ BTBT) for this segment promoting their company and BTBT. The compensation is paid in cash as a one time payment. You can find additional information about Bit Digital and BTBT on their Investor page at https://bit-digital.com/investors
------
TIMESTAMPS
0:00 Intro
0:42 BTC All Time Highs
5:07 ETH Performance & Bitmine
9:32 DATs Market
15:26 4-Year Cycles
25:32 5% Bitmine’s Target
28:00 Tom’s Involvement in Ethereum
32:42 ETH’s Position
38:37 Compute for Finance
40:53 Tether’s $500B Valuation
44:57 USDT Flips BTC?
46:35 Crypto Equities
48:26 Hacks & Exploits
50:39 Financial Entertainment
55:13 Perps
58:38 Price Targets
1:00:45 2026 Wish List
1:03:06 Closing & Disclaimers
------
RESOURCES
Tom Lee
https://x.com/fundstrat
Arthur Hayes
X - https://x.com/cryptohayes
IG - https://www.instagram.com/cryptohayes/
LinkedIn - https://www.linkedin.com/in/arthur-hayes-b493b42/
Substack - https://cryptohayes.substack.com/
Bitmine
https://bitminetech.io/
Fundstrat
https://fundstrat.com/tom
Maelstrom
https://maelstrom.fund/
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
