Ethereum (CRYPTO: ETH) could be the most significant macro investment opportunity over the next decade, according to Fundstrat co-founder Tom Lee, who points to the convergence of artificial intelligence, tokenization, and Wall Street’s migration to blockchain infrastructure.
What Happened: Lee said on Wednesday that Ethereum’s long-term growth case rests on two structural drivers: the creation of a blockchain-based token economy fueled by AI, and the financial sector’s shift toward on-chain settlement and asset issuance.
This shift is being accelerated by U.S. policy developments, including the GENIUS Act, which lays a regulatory framework for stablecoins, and the SEC’s “Project Crypto” initiative …