Tom Lee & Arthur Hayes: How Crypto Flips Wall Street

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Tom Lee and Arthur Hayes map how crypto is flipping Wall Street: BTC at fresh highs, ETH’s comeback, and a surge of institutional capital, tokenization, and stablecoin rails.

Tom lays out Bitmine’s big ETH accumulation and bold targets (BTC $200–250k, ETH $10–12k), while Arthur dives into cycles, liquidity, why perps outshine leveraged ETFs, and the looming clash between prediction markets and TradFi. Plus: banks turning into on-chain tech companies and what Tether’s rise signals for the new banking stack.

Please visit https://fundstrat.com/tom (https://www.fundstrat.com/tom) for complimentary access to Tom Lee's daily market updates, real-time market alerts, live webinars, and curated stock lists.

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We’re being compensated by Bit Digital (NASDAQ BTBT) for this segment promoting their company and BTBT. The compensation is paid in cash as a one time payment. You can find additional information about Bit Digital and BTBT on their Investor page at https://bit-digital.com/investors

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TIMESTAMPS

0:00 Intro
0:42 BTC All Time Highs
5:07 ETH Performance & Bitmine
9:32 DATs Market
15:26 4-Year Cycles
25:32 5% Bitmine’s Target
28:00 Tom’s Involvement in Ethereum
32:42 ETH’s Position
38:37 Compute for Finance
40:53 Tether’s $500B Valuation
44:57 USDT Flips BTC?
46:35 Crypto Equities
48:26 Hacks & Exploits
50:39 Financial Entertainment
55:13 Perps
58:38 Price Targets
1:00:45 2026 Wish List
1:03:06 Closing & Disclaimers

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RESOURCES

Tom Lee
https://x.com/fundstrat

Arthur Hayes

X - https://x.com/cryptohayes
IG -   / cryptohayes  
LinkedIn -   / arthur-hayes-b493b42  
Substack - https://cryptohayes.substack.com/

Bitmine
https://bitminetech.io/ (https://www.bitminetech.io/)

Fundstrat
https://fundstrat.com/tom (https://www.fundstrat.com/tom)

Maelstrom
https://maelstrom.fund/

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Not financial or tax advice. See our investment disclosures here:
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