00:00 Speaker A
And we got another guy. It’s the Michael Sailor of Ethereum. Tom Lee.
00:04 Speaker A
You can tell how serious he is by how messed up his hair is on any given day. Bitcoin ending May above 76,000 would confirm new bull market.
00:09 Speaker A
Tokenization in AI agentic finance are the main narratives driving the next bull cycle. This was at consensus.
00:13 Speaker A
Uh we were supposed to have Tom Lee but he canceled.
00:17 Speaker A
I’m not mad.
00:19 Speaker A
Call me Tom.
00:20 Speaker A
Uh, but yeah, listen, Tom Lee is the king of the bull market prediction. $200,000 ETH by January 2014, right?
00:26 Speaker A
I mean, this guy makes such wild predictions. You might be familiar with the Zen Poet, the Notorious BIG and in his seminal work, the 10 crack commandments, he said rule number four,
00:32 Speaker A
know you heard this before, never get high on your own supply. Well, whatever Tom Lee is smoking and whoever’s doing his hair,
00:35 Speaker A
sign me up. Because this guy is a giga bull and he is never going to stop buying Ethereum just like Michael Sailor.
00:41 Speaker A
is never going to stop buying Bitcoin, but he’s right in this case. First of all, Bitcoin has never had three down months in a row in a bear market.
00:45 Speaker A
We have a green March, we have a green April. It’s only May 8th, too early to celebrate but we are up a few percent already in May, roughly 5%.
00:51 Speaker A
So, it would be unprecedented if May closes well to be able to claim that we’re in a bare cycle. But his more important point,
00:56 Speaker A
and the one that was repeated over and over and over again on the floor of consensus, that tokenization is coming
01:02 Speaker A
and AI agents are going to transact in tokens and in stable coins and it’s going to send blockchain rails and crypto absolutely flying and there’s nothing anyone can do about it.
01:08 Speaker A
Think about trillions of AI agents doing trillions in volume while we are all sleeping. Hell,
01:13 Speaker A
the guys in my office over here right before the show just created something on Claude that’s arbitraging Bitcoin on Polymarket and apparently we made like $74 on paper in 20 minutes before the show.
01:21 Speaker A
That’s what’s coming for everything and for everyone.
