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Tom Lee believes that we are early as Amazon 1997 and we are having an upside of 50x. Yeah, unbelievable with everything is crashing, but this is what Tom Lee actually said. Let's dive in. Welcome to a brand new video. If you have no idea whom you're watching, my name is Danny. I'm trying to be early on stocks and so far it worked quite well.
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Now, let's talk about the most important keynote that Tom Lee just gave in Paris a couple of days. On the main channel, you can find it the whole 30 minutes if you want to go into it, but we will dive into the most important part, which is he believes that we are extremely early in the race, and here's why.
But, of course, you're still going to wonder why crypto uh is so weak. And I think it's because people are forgetting that crypto is the future of money. Okay, the first thing I want to cover is agent and agent agentic and robotics and why crypto will play a role. This is a list of all the milestones since Chat GPT was introduced in 2023.
Okay, and there's been significant advances in the last 3 years. Of course, the first was the launch of Chat GPT. The second, which happened in 2024, was when the agent systems began to develop capabilities to work with websites, interact with websites. Then, the third big advancement has been robotics, uh Optimus Prime and their dexterity, and of course, the in the Ukraine, uh building drones at industrial scale.
And then finally, we're seeing uh superhuman capabilities develop. So, OpenAI developed a uh solved an 80-year-old puzzle, and uh and then Figure AI launched a robot that could actually build uh and operate at scale in a warehouse. Okay. So, that means in the future, robots are already going to dominate most traffic on the internet.
And this is why Marc Andreessen and others have talked about this as being the grand unification, because if you got robot systems, you're going to have to control them. And that's where blockchain is much more effective than traditional rails at controlling uh what robots do. I mean, to give an example, whether it's authentication or identity, or payment speed.
All of these work better on crypto systems. And you're going to ask yourself, well, why hasn't this been reflected in crypto prices? That's because the stock market is still working its way downstream. The first group that really benefited from the AI ecosystem was the semis, and they're still going up.
And then last year it was memory stocks, and they're still in the process of re-rating. But as you can see, the market's starting to now see the AI benefit to the mags. [snorts] And it's working its way to software. People thought software was going to lose with AI, but you can see this little um parabolic spike.
Software companies are benefiting from AI because they're developing the downstream applications. And finally, the future infrastructure of AI is going to be on crypto. So to me it makes perfect sense that we're just working our way through, and I think this is just a matter of months. And if you don't uh think this is possible, look at the relationship between Ethereum and software.
They've moved together in sync for a long time. And now we see a a divergence where the software stocks have gone parabolic, and I think it's now just going to be again just a matter of weeks before Ethereum prices reflect this. The second story is tokenization. I've talked about this before, so I'm going to go through this very quickly.
But uh we know that Wall Street uh wants to tokenize, and also they believe the future of money is compute. In fact, it's many, many tech founders see this. And part of it is that we're already seeing the future. There's more stablecoin transaction volume than Visa today. And in the future, there's the belief that you could have as much as 300 trillion dollars tokenized in securities markets.
And that's going to be tokenizing real estate, fixed income, equities, derivatives, land, and gold. And you can see the tokenized market today is absolutely tiny right here. Okay, so if it's 300 trillion, how does this value crypto or benefit crypto? Keep in mind crypto prices and the amount of assets tokenized are highly linked.
So, if a market is going to go to 300 trillion of asset value, uh Ethereum isn't going to stay at 100 and 200 billion dollars of total network value. And that's the reality is that there's a few blockchains today that operate at scale. Okay? So, what does this mean? Well, I think that means that crypto which delivers a lot of efficiency are going to replace a lot of the most profitable banks today.
And so, I want to give you some examples. JP Morgan is the most profitable bank in the world and they earn 60 billion. But there's a company that called Jane Street. I don't know if there's anybody from Jane Street here, but they are just in the business of basically moving money around and they're going to earn 40 billion this year.
That's nearly as much money as JP Morgan, but they only have 3,000 employees. So, with one 1,000th the number of employees, they're almost as profitable as JP Morgan. Okay? And it shows you just moving money around is more valuable than keeping people's money, and crypto is very good at moving money around.
And take a look at a company like Tether. Tether probably going to earn 15 billion this year. It's a crypto-native company, and they have 300 employees. If you combine Tether with Jane Street, you make more money than JP Morgan, and JP Morgan is the largest bank in the world. So, you get the picture.
Investors always give too much value to the incumbent, and I've highlighted this before. Whether in the auto industry, you might have been on the horse buggy makers, or in uh digital media, you would have been on News Corp and Viacom. But, as you can see, the new entrant is always the one that captures all the value.
And so, I think in the next 10 years, five of the 10 largest financial institutions will be crypto native companies. All right. So, that gets me to the third point, which is the other thing that we have to keep in mind is these smart contract platforms are probably going to become monetary units of value because it's going to be easier to hold Ethereum, arguably, uh to do a transaction than it is to hold dollars.
And uh Elon Musk said this. He says, "In the future, we're not going to use dollars as a currency. It's just going to be computed energy." And uh Standard Chartered, for instance, had a recent report this week about Ethereum. And they made an analogy to Amazon where there's a lot of tailwinds developing in Ethereum, just like it was like in Amazon, but Amazon stock price was stuck at $6.
And as you know, today Amazon is uh more than a thousand extra near. So, I think one thing to watch, of course, on this is just the Ethereum to Bitcoin ratio. Now, I'm going to jump through this really quick because I want to cover some other things, but if if our view is correct, then Ethereum is going to break out of this consolidation, and the consolidation breakout is tokenization and AI.
And um you know, I think that that's probably 50x or so, uh but significant upside for Ethereum. So you can see here he is really doubling down on Agentic AI that blockchain will be the infrastructure for AI. And essentially like many many other sectors are beaten down and recover, this is the time for Ethereum in the next couple of months and weeks as he said, okay?
He still believes that we are close to the bottom, but it takes some weeks or months to really really see that we are having like a parabolic return. Okay, so with that said, you can see that he's very very engaged into the idea that we are, you know, so early and need to buy more Ethereum. And you can see that by the purchases as well, you know, last time he purchased like 70,000 Ethereum.
Let's see how much he pays now to spend more on Ethereum. And then on the other hand, also understand that he raising even more money in more creative ways now as you can see on my main channel video today that he's really all into that Ethereum turnaround, okay? With that said, let me know what you do with your Bitmain, where you are standing also mentally wise.
I know it's not easy, but where you stand mentally wise. I'm here every single day for you as you know. So make sure to subscribe, check out xbttrader.com and I see you tomorrow for a brand new video because the grass is greener always on the other side.
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