Why the crypto prophet from Wall Street says that this is the “Chatgpt -Moment” for blockchain

However, investors should understand the evaluation dynamics. Since the pipe shares overall outstanding stocks – significantly higher than the 6 million often reported – the company's market capitalization runs into billions, even lower share prices. This means that investors “pay many multi -level of the value of the ether they buy”, and bet on the future increase in value from Ethereum instead of dealing with the net assets.

Lee's market perspective extends beyond the wider AI revolution beyond the crypto. In a CNBC interview, he argues that companies like Nvidia, which he calls “Scarcerin as Da Vinci”, deserve their premium ratings. Nvidia's multiple with around 30 -times profits is not as important how important they are for the AI ecosystem.

His defense of the market concentration deals with a common concern of investors: the top 10 companies make up 40% of the market capitalization, with Nvidia alone. Lee counters that these companies represent a “large proportion of profit growth”, especially since the S&P 500 benefits from being “at the center of the AI”.

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It refers to a contragiating evaluation argument: Although the market has lasted “six black swans in the past five years” in the past five years and thrives in terms of income, the middle S&P multiple (same weight) is 16 – bright than the 17.9 multiple on the evening before Covid. Companies that produce “long -lasting, persistent profit growth” such as Palantir (Nasdaq: Untrtr), Nvidia and Tesla earn higher multiples, Lee told CNBC.

Lee's double work, which deepens AI executives, while betting on Ethereum – a broader shift in the perspective of institutional investors awakens the technology infrastructure. His argument that financial innovations, including the circle and other cryptocurrencies, make a significant profit growth in S&P, suggests that the adoption of the crypto has gone beyond speculative trade in order to become a legitimate profit driver.

Lee's strategy offers a template for investors: identify the infrastructure games that benefit from massive investment expenditure trends, regardless of whether this is NVIDIA for AI calculation or the Ethereum for financial token. However, his Bitmine game also shows the premium investors who pay for the commitment of these topics about public markets.

The question for investors is not whether these megatrends are continued – Lee's success record indicates that they will do it. It is whether the current ratings from NVIDIA's 30x multiple to bitmine from bitmine to his Ethereum stocks are already reflected in these opportunities or still offer space for growth.

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This article Tom Lees 250 million US dollar Ethereum bet: Why Wall Streets Crypto Prophet says that this is the “Chatgpt -Moment” for blockchain that was originally published on benzinga.com