▶ Coinbase Website: Coinbase.com
▶ CEX Website: cex.io
This video explores Fundstrat’s Tom Lee’s extremely bullish thesis on Ethereum, calling it the “trade of the next decade.”
According to Lee, Ethereum is on track to become the backbone of global financial infrastructure, powered by the accelerating adoption of stablecoins, RWAs (real-world assets), and tokenized financial rails.
The analysis then transitions to BMNR, which has rapidly transformed into the MicroStrategy of Ethereum, holding a staggering 3.4 million ETH in its corporate treasury. Thanks to staking yields and a clean balance sheet, BMNR behaves as a leveraged pure-play ETH proxy.
Here’s what we cover:
Tom Lee’s thesis on Ethereum hitting a 5–10× supercycle
Why Ethereum is becoming the core settlement layer for global finance
The explosion of stablecoin adoption worldwide
RWA tokenization and trillion-dollar disruption
Why BMNR is positioned for an amplified 10–20× if ETH performs
How BMNR’s treasury model mirrors MicroStrategy’s Bitcoin strategy
Why institutions are rotating into Ethereum-linked equities
If Tom Lee is correct, BMNR could be the most explosive way to capture Ethereum’s long-term upside.
⚠️ Disclaimer
This video is for educational purposes only and does not constitute financial advice. Always conduct your own research before making any investment decisions.
▶ Coinbase Website: Coinbase.com
▶ CEX Website: cex.io
Youtube version
