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Tom Lee

Chairman of the Board, Bitmine Immersion Technologies, Inc.

Search every verified Tom Lee interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Tom Lee, chairman of BitMine Immersion Technologies and co-founder of Fundstrat, has made a series of public appearances in recent months discussing cryptocurrency markets, Ethereum, and the broader economy. At events including Ethereum Korea One: Genesis, TOKEN2049, and ETH 2026, Lee stated that a full-blown crypto bull market is underway and argued that this cycle could be the largest yet, citing institutional endorsements from firms like Franklin Templeton and Fidelity, as well as Bitcoin's position above its 200-day moving average. He said Ethereum is "massively undervalued" and predicted it could reach $25,000 to $50,000 per token during the current cycle, while also stating he believes Ethereum could exceed its prior all-time high before the end of the year. Lee attributed his bullish outlook to tokenization, the growth of AI agents using blockchain-based wallets, and what he described as a misunderstanding of how blockchains capture value. Lee also discussed BitMine's operations, noting the company has accumulated nearly 5% of Ethereum's supply over 14 months without debt, and described it as the world's largest ETH holder and staking operator. He said BitMine executed the largest buyback of any crypto company during the recent downturn and has strengthened its balance sheet. In separate appearances on financial media, Lee commented on U.S. markets, saying concerns about rising bond yields are overblown and that equities can tolerate 5% yields given strong real growth. He also argued that inflation is closer to the Federal Reserve's target than headline data suggests, and recommended that investors consider a 2% allocation to crypto, noting that Fundstrat clients who followed that advice have seen it grow to over 85% of their portfolios.

Recent appearances

  • Ethereum as an Allocation: Conviction, AI, and Market Structure | Ethereum Korea One: Genesis

    October 16, 2026 · 📺 Ethereum Korea

    In a fireside chat at Ethereum Korea One: Genesis, BitMine Chairman Tom Lee explains the case for betting on Ethereum, and what tokenization and AI agents mean for it. ■ About this session A 20-minute conversation between Tom Lee, co-founder of Fundstrat and Chairman of BitMine, and Youbin Kang of Nonce Classic. Topics include Ethereum's role as distinct from Bitcoin, the link between the AI agent economy and blockchain, how the market misunderstands blockchain value capture, and how Lee views Korea's permissioned security token framework. The speaker's remarks are personal views and not inve…

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  • Tom Lee: Ethereum Could Reach $50K This Cycle | TOKEN2049

    October 08, 2026 · 📺 Ondo Finance

    Tom Lee, Chairman of BitMine Immersion Technologies and Co-Founder and Head of Research at Fundstrat Global Advisors, joins Open Interest by Ondo for a wide-ranging discussion on Ethereum, tokenization, artificial intelligence, and the next crypto cycle. Lee explains why he believes Ethereum is significantly undervalued and could reach $25,000 to $50,000 during this cycle. He also discusses why institutional adoption could make this cycle larger than those that came before it, the potential disruption facing traditional financial institutions, and how tokenization could reshape global markets…

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  • Tom Lee: "Crypto Bull Underway - This Cycle Likely The Largest" | Bitmine Chairman's Message

    October 07, 2026 · 📺 Bitmine BMNR

    Tom Lee: "The Crypto Bull Market Is Underway, and This Cycle Is Likely the Largest" | Bitmine Chairman's Message, October 2026 Tom Lee, Chairman of Bitmine Immersion Technologies $BMNR $BMNP and co-founder of @FundstratCapital @Fundstrat_Direct, explains why a full-blown crypto bull market is underway, why this cycle could be the biggest crypto has ever seen, and why Bitmine is positioned to outperform Ethereum as it nears its 5% target. In this episode of The Chairman's Message, Tom Lee covers: Why the bull market is underway: Franklin Templeton and Fidelity are calling it, Bitcoin moved b…

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  • Equity and crypto rallies suggest bond-yield surge is transitory: Fundstrat's Tom Lee

    October 06, 2026 · 📺 CNBC International Live

    Tom Lee, Head of Research at Fundstrat and Bitmine Chairman, says market concerns about the rise in U.S. bond yields are overblown and may be transitory, pointing to all-time highs in the Nasdaq and a rally in crypto. He adds that equities can tolerate 5% yields while real growth remains strong.

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  • Tom Lee: "Why The 2026 Crypto Bull Run Could Be BIGGER Than Anyone Expects" | ETH 2026

    October 02, 2026 · 📺 Crypto Nutshell

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  • Why Ethereum Could Hit A New All-time High This Year: Tom Lee

    September 23, 2026 · 📺 Coinage

    Bitmine Chairman Tom Lee says Ethereum’s next major breakout is already underway — and believes ETH could reach new all-time highs before the end of the year. Lee joins Coinage host Zack Guzman to explain why he believes the crypto bull market has already been confirmed, why this cycle could ultimately deliver more upside than previous bull runs, and how Wall Street’s push into tokenization could reshape Ethereum’s role in the financial system. Lee also discusses Bitmine's rapidly growing Ethereum holdings, Robinhood’s bet on tokenized assets, the convergence of AI and crypto, and why he thi…

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  • Tom Lee: Inflation Fears Are Overblown — Crypto Could Rip Higher

    September 10, 2026 · 📺 Wealthion

    Veteran Wall Street strategist Tom Lee joins Wealthion’s Maggie Lake to explain why he believes investors may be too pessimistic about inflation, the U.S. economy, artificial intelligence and crypto. Lee argues that inflation may be closer to the Federal Reserve’s target than headline data suggests, while credit markets continue to signal that the U.S. economy remains on solid footing. He also explains why AI could become a powerful new driver of economic growth — creating opportunities across NVIDIA, semiconductors, software, financials, small caps, energy and other areas positioned to benef…

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  • BitMine Is About to Own 5% of ETH | Tom Lee

    August 24, 2026 · 📺 Bankless

    📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium --- BitMine is within reach of owning 5% of ETH after more than 60 consecutive weeks of purchases, and Tom Lee believes the larger Ethereum trade may only be beginning. He joins David to explain how BitMine accumulated nearly 5% without debt, why it sometimes chooses stock buybacks over additional ETH, what happens when the target is reached, and whether the company would ever sell. --- BANKLESS SPONSOR TOOLS: 🔓NEAR | TRADE CONFIDENTIALLY, GET 20% BACK https://bankless.cc/near-pod 🔑BITKEY | GET 10% OFF USE…

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  • Tom Lee: "Ethereum Is the Cure for the Uncanny Valley of Wealth" | Bitmine Chairman's Message

    July 16, 2026 · 📺 Bitmine BMNR

    Bitmine Chairman's Message with Thomas "Tom" Lee | Ethereum Is the Cure for the Uncanny Valley of Wealth Tom Lee, Chairman of Bitmine Immersion Technologies $BMNR and co-founder of @FundstratCapital @Fundstrat_Direct, makes the case that crypto is bottoming, that Ethereum is entering its 2.0 era, and that blockchain will be the trust layer between humans and AI as agents begin earning more than the people they work for. In this episode of The Chairman's Message, Tom Lee covers: Why crypto has been weak in 2026: the Fed repricing from cuts to hikes, the Clarity Act in limbo, and AI capturing…

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  • Tom Lee's Case for S&P 8,000 Has One Big Catch

    July 03, 2026 · 📺 Prof G Markets

    Today on Prof G Markets, Ed Elson and Scott Galloway are joined by Tom Lee to map out where he thinks markets are headed by year-end. He explains why he’s still bullish on crypto, what would force him to rethink his stance, and the red flags he watches for in earnings quality. He also breaks down his bullish case for the Magnificent 7 and software stocks, and how he stays confident through volatility. Tom Lee is the co-founder, managing partner, and head of research at Fundstrat Global Advisors. Subscribe to the Prof G Markets newsletter: https://links.profgmedia.com/markets-... Order Note…

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  • Tom Lee: "Crypto Spring Is Here: ETH Is the Future of Money" | Bitmine Chairman's Message

    May 11, 2026 · 📺 Bitmine BMNR

    Bitmine Chairman's Message with Thomas "Tom" Lee| Crypto Spring: ETH is the Future of Money Tom Lee — Chairman of Bitmine Immersion Technologies $BMNR and co-founder of @FundstratCapital @Fundstrat_Direct — explains why Crypto Spring has officially arrived and why Ethereum is positioned to become the backbone of the future financial system. In this episode of The Chairman's Message, Tom Lee discusses: Why Crypto Spring is here — Ethereum's three consecutive monthly gains signal winter is over Ethereum as a wartime store of value and the best-performing asset since the start of the Iran…

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  • Bitmine Chairman’s Message | Tom Lee's Presentation at Consensus Hong Kong 2026

    February 17, 2026 · 📺 Bitmine BMNR

    Bitmine Chairman’s Message | Tom Lee's Presentation at Consensus Hong Kong 2026 Recorded on February 11, 2026 🔗 Follow Bitmine & Tom Lee https://x.com/BitMNR https://x.com/fundstrat 📈 Investor Materials & Presentation Deck 👉 Download the presentation deck: https://www.bitminetech.io/chairmans-... 👉 Investor Deck: https://www.bitminetech.io/investor-r... 👉 Sign up for updates: https://www.bitminetech.io/contact 📧 Email: [email protected] Tom Lee, Chairman of Bitmine (Ticker: BMNR), Head of Research at Fundstrat Global Advisors, and CIO of Fundstrat Capital — delivers an important Chairman…

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The summary and quote tags on this profile are produced with AI assistance from verified, first-person interview transcripts, then checked by our team to confirm the speaker's identity and the accuracy of every quote. See how we verify →