Uploaded June 2026 | Updated September 2026, 1 week ago

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While crypto investors are watching prices fall, Tom Lee is looking elsewhere — including at MrBeast.

Speaking at Proof of Talk in Paris, Lee explains why he believes the market may be focused on the wrong signals. His thesis connects AI agents, blockchain infrastructure, Wall Street tokenization and Ethereum’s changing role in the future of finance.

Lee also discusses BitMine’s bets beyond simply accumulating ETH: a large-scale staking operation, investments tied to AI and digital identity, and its investment in MrBeast as a potential gateway to financial services for Gen Z and Gen Alpha.

He also addresses the future of the Ethereum Foundation, the rise of corporate crypto treasuries and why he believes bearish investors may be selling near the bottom.

Watch Tom Lee’s full speech from Proof of Talk in Paris.

This video is for informational purposes only and does not constitute financial advice.

00:25 The Five Catalysts Crypto Investors Are Ignoring.
02:07 CLARITY Act
04:39 Agentic AI, Robots and Crypto Infrastructure
07:35 Why Wall Street Wants to Tokenize Everything
10:25 "Five of the Ten Largest Financial Institutions Will Be Crypto Companies"
11:50 Ethereum Foundation and the Rise of Corporate Treasuries
15:25 Is Ethereum Too Big for a Single Foundation?
18:05 "If You're Bearish Today, You're Selling at the Bottom"
18:50 World ID, AI
20:55 BitMine's Staking Strategy
22:03 Why BitMine Invested in MrBeast
23:45 BitMine on NYSE
24:01 Russell 1000 Inclusion and Institutional Demand
26:15 The Final Pitch: Why Own BitMine

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