According to foreign media, the co-founder of Fundstrat, Tom Lee, has recently tied the Ether Fong to the AI narrative again. In his view, as market funds shifted from overheated chips, ETH was being re-prioritized as an essential infrastructure for the landing phase of AI applications, not just the encrypted assets themselves.
Tom Lee gave us two reasons.
Tom Lee, in his latest statement, stated that AI and the block chain would eventually come together for two main reasons.
First, an increasing number of AI agents with autonomous enforcement capacity have begun to participate in transfers, payments and transactions. If such systems were to operate without continuous manual intervention, they would require an open, verifiable and unmanageable settlement environment. On that basis, he believed that the ETA could assume the role of such “rule layer” and settlement layer.
Second, users are not necessarily willing to hand over data, wallets and assets to the full security of Governments, banks or large technology companies. In his view, the decentrization network provided a relatively neutral alternative and was therefore better suited as a bottom-up confidence tool for the AI era.
ETH performance is integrated with financial flows According to
Tom Lee also supports recent market performance. He stated that, as the chip unit entered the adjustment, the Taifung had achieved a significant excess of DRAM storage over the past month, and stated that the change had led to the inflow of cash-encrypted ETF funds, including ETHA in Beled.
At the same time, he mentioned that the use of Ethera by traditional financial institutions was also increasing. According to him, the transaction costs of Robinhod Chain were settled with ETH, which partly reinforced the narrative of ETH as a digital currency medium.
- Belet's Ether's-based BuIDL Fund has exceeded $2.6 billion.
- Morgan Chase is putting some of the products on the Etherwood Open Network.
- Morgan Chase is also pushing for its tokenization fund, Mony.
The company's holdout is considered to be multi-sign.
The article also mentions that Bitmine currently holds 5.77 million ETHs, representing about 4.8 per cent of the global supply, and that it has become the world ' s largest business, the owner of the Taifeng. This also means that Tom Lee ' s judgement is not merely an oral one, but is directly related to the direction of the enterprise ' s asset allocation.
In response to the current pessimism of retail investors, Tom Lee argues that the market may underestimate the position of the Ethera in the AI industry chain. He compared the current phase to the early Amazon, where price performance had been stagnant but the bottom growth space had not yet been fully reflected.
