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In this episode, ARK’s Cathie Wood and Brett Winton sit down with Tom Lee — co-founder of Fundstrat Global Advisors and chairman of BitMine Immersion Technologies — to explore the rising influence of Ethereum as a financial infrastructure layer. Tom shares how BitMine transformed into the largest corporate holder of Ethereum globally, and why digital asset treasury companies DATs could serve as a bridge between traditional finance and decentralized networks.
The conversation covers Ethereum’s “ChatGPT moment,” the regulatory unlock of 2025, and why institutional investors may prefer equity-wrapped crypto exposure. Tom also lays out a bold vision in which Ethereum surpasses Bitcoin in market cap and becomes the financial internet’s base layer — absorbing everything from stablecoins and tokenized assets to staking, liquidity backstops, and even prediction markets.
The trio also examines risk dynamics, corporate strategy, and the architectural differences between proof-of-work and proof-of-stake systems as Wall Street starts to build on-chain.
Key Points From This Episode:
00:00:00 How BitMine evolved from a small miner into the largest Ethereum-holding DAT.
00:03:00 Why BitMine’s ETH per share jumped 9x in 8 weeks — and what’s next.
00:06:30 Why DATs exist at all — and why they’re crucial for institutional access.
00:08:05 Ethereum’s “ChatGPT moment”: Stablecoins as breakout crypto products.
00:10:29 How BitMine solved a regulatory bottleneck for ARK’s crypto exposure.
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2025/10/16
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