Tom Lee calling $ETH the highest Sharpe ratio play right now.
His thesis: $ETH is the only asset sitting at the intersection of two mega narratives—AI infrastructure AND Wall Street tokenization.
While $BTC gets institution love as digital gold, $ETH captures both the compute layer for AI agents + the rails for RWA tokenization.
Smart money positioning accordingly.
His thesis: $ETH is the only asset sitting at the intersection of two mega narratives—AI infrastructure AND Wall Street tokenization.
While $BTC gets institution love as digital gold, $ETH captures both the compute layer for AI agents + the rails for RWA tokenization.
Smart money positioning accordingly.