Tom Lee Part II: How Ethereum Could Overtake Bitcoin

The Master Investor Podcast with Wilfred Frost August 29, 2025
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Tom Lee remains a Bitcoin bull, confident it could one day hit $1M—but he’s even more bullish on Ethereum. In this episode, he explains why Bitcoin’s main appeal is as a store of value, while Ethereum is set to become the backbone of real-world applications. From tokenization outside the US to Wall Street building the infrastructure of the future on Ethereum, Tom breaks down why ETH could surpass Bitcoin’s total network value. Follow Tom on X: @Fundstrat And his colleague Mark on X: @MarkNewtonCMT To subscribe to Tom’s research, visit: https://fsinsight.com/our-services/ And learn more about his ETF here: https://grannyshots.com/ And his Ethereum treasury company here: https://www.bitminetech.io/ Please note that Tom has personal positions in these companies, and the content of The Master Investor Podcast is for informational purposes only and does not constitute financial, investment, or other professional advice. Always seek independent financial advice before making investment decisions For more content like this, subscribe to The Master Investor Podcast Youtube Channel - https://www.youtube.com/@TheMasterInvestorPodcast And follow @WilfredFrost on X - https://x.com/wilfredfrost?lang=en And Linked In - https://www.linkedin.com/in/wilfred-frost-279667374/ This podcast is produced by Paradine Productions, The Master Investor Podcast Ltd in association with Bird Lime Media.