The video features Tom Lee discussing Bitcoin and Ethereum. Bitcoin is viewed as a replacement for gold and is expected to reach over $1 million over time, with a simpler use case for understanding, that may reach 200000 to 250000 before end of year. He discussed the relevance that Companies should have Bitcoin on their balance sheets. Bitcoin is viewed as a store of value, comparing to gold. Ethereum: He considers Ethereum to be currently experiencing its 2017 moment, foreseeing Wall Street's serious adoption of tokenization on the Ethereum blockchain, Ethereum the biggest macro trade for the next decade. Also he says that companies financialize with Ethereum by stablecoins.