Tom Lee: Expected improvement in the second half of the Ether Workshop, showing lead memory chip ETF 55%

According to Wu, Tom Lee, co-founder of Fundstrat, said that downstream assets such as software, large technology units and the Ether Workshop had begun to strengthen as “AI bottlenecks” assets, such as semiconductors and memory, returned. Over the past month, ETH performed about 55 per cent ahead of the memory chip ETF DRAM. In his view, the expected improvement in ETH in the second half of the year was largely supported by such factors as the development of Robinwood Chain and the promotion of asset monetization on Wall Street. At the same time, AI applications require verifiable rules and binding mechanisms, so that the inn can become the relevant clearing and trust infrastructure。