Tom Lee: Ethereum Is Where Wall Street and AI Will Converge—Here’s Why It’s Explosive

Wall Street meets machine learning on Ethereum's blockchain—and the fusion looks unstoppable.

Fundstrat’s Tom Lee just dropped a bombshell prediction: Ethereum isn’t just another crypto. It’s the nexus where institutional capital and artificial intelligence collide.

Why Ethereum—Not Bitcoin, Not Solana

Lee argues Ethereum’s smart contract backbone offers what algo-traders and quant funds crave: programmable liquidity, composable DeFi rails, and a settlement layer that doesn’t require begging a prime broker for permission.

AI agents already automate trades, deploy yield strategies, and hedge risk on-chain. Wall Street’s slowly realizing—if you can’t beat ’em, ape in.

Convergence Already Underway

BlackRock’s ETH ETF filing wasn’t a fluke. It was a signal. JPMorgan’s blockchain division quietly tests automated market-making bots. Goldman’s exploring tokenized derivatives. Even the SEC’s hesitation feels like a rearview mirror protest at this point.

Lee’s take? Legacy finance moves slow—until it doesn’t. And when it flips, the flow shifts fast.

Of course, bankers will still take their 2% management fee for the privilege of buying an ETH ETF you could’ve held yourself. Some traditions never die.