Fundstrat's Tom Lee remains a Bitcoin bull, confident it could one day hit $1M—but he’s even more bullish on Ethereum. In this episode, he explains why Bitcoin’s main appeal is as a store of value, while Ethereum is set to become the backbone of real-world applications. From tokenization outside the

AI-generated source summary

Bitcoin to $1.2 million. Institutions are beginning to view Bitcoin as a store of value. About 5% of institutions actually own Bitcoin while 95% of Bitcoin has already been mined. The remaining 5% needs to be acquired by 95% of institutions and governments for a strategic reserve. The analyst believes it is difficult to get that last 5% and believes there is potential for it to replace or equal the network value of gold. Ethereum is an infrastructure that two industries are paying attention to (Financial, AI). Stablecoins will be four trillion and stable coin utilization is 80% outside of US. Believes this the 1971 moment. Sees Wall Street capitalizing on tokenizing the world. Has interest in ETH. Considers this to become the greatest stable coin or replace gold network value

AI-generated summary based on the source content.

Evidence and evaluation progress

1. Original source published

   04 Sept 2025, 21:35 UTC

   The analyst published the original source item.

2. Source recorded by Tahlil Plus

   18 May 2026, 20:23 UTC

   The public source was preserved as the evidence record for this case.

3. Market predictions extracted

   18 May 2026, 20:47 UTC

   1 eligible signal linked to this case.

4. Outcome tracking started

   02 Jul 2026, 01:22 UTC

   Tahlil Plus began monitoring the extracted predictions.

5. First prediction resolved

   02 Jul 2026, 01:22 UTC

   The first evaluable outcome in this case reached a terminal result.

6. Case evaluation completed

   02 Jul 2026, 01:22 UTC

   All evaluable predictions in this case reached terminal outcomes.