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Legendary market strategist Tom Lee joins Chris Perkins to explain why we’re entering a tokenization supercycle that could radically reshape global markets, and why he believes Ethereum is positioned to lead it. Tom lays out how stablecoins turned the dollar into a tokenized, always-on asset, why Wall Street will increasingly rely on smart-contract platforms, and how Digital Asset Treasuries (DATs) like Bitmine bridge the gap between crypto-native ecosystems and traditional investors.
They discuss the recent Ethereum selloff, the impact of forced liquidations, and why Tom sees downside levels like $2,500 as part of a larger long-term opportunity rather than a broken thesis. Tom and Chris also explore the “real flippening”, retail investors stepping back while institutions quietly return to crypto, and what that means for the next phase of the market. If you want to understand where tokenization, Ethereum, and institutional capital are headed next — and what that could mean for your portfolio — this is a must-watch conversation.
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