Michael Saylor Praises Tom Lee For Bringing Ethereum To Wall Street

Crypto Robot

Bitcoin billionaire Michael Saylor just gave unexpected praise to Tom Lee — calling him the “most influential voice in Ethereum” and the bridge between Wall Street and crypto. Speaking at the BTC in DC event, Saylor highlighted how Lee’s work at BitMine Immersion Technologies (BMNR) is helping institutional investors adopt Ethereum through large-scale treasury operations — similar to how Saylor’s own company, Strategy Inc. (MSTR), pioneered Bitcoin treasury management.  Under Lee’s leadership, BitMine has become the world’s largest Ethereum treasury, holding over 3.2 million ETH valued at $12.6 billion, while Strategy holds more than $70 billion in Bitcoin. Saylor said Lee’s influence is “legitimizing” the crypto industry, merging traditional finance with blockchain innovation. In this video, we’ll break down why Saylor is backing Tom Lee’s Ethereum vision, what this means for Bitcoin and ETH adoption, and how this could reshape institutional crypto investment by 2026. Comment below — is Ethereum finally winning over Wall Street?  📧 Email: cryptorobothelp@gmail.com  💰 Affiliate Links  Sofi Checking & Savings – Get $25 free ➝ https://www.sofi.com/invite/money?gcp=16a53d0f-b4b2-441d-9100-cfb506305260&isAliasGcp=false  Sofi Investing – Free $25 in stock ➝ https://www.sofi.com/invite/invest?gcp=ab31edd8-701e-4109-9225-51b41e35d246&isAliasGcp=false  Coinbase Exchange – Earn up to $300 BTC ➝ https://coinbase.com/join/YPUQLCY?src=referral-link  Tracking Tools – CoinGecko | CoinMarketCap  Trading Tools – Get $15 off TradingView ➝ https://www.tradingview.com/pricing/?share_your_love=cryptonextsteps  #MichaelSaylor #TomLee #Ethereum #Bitcoin #CryptoNews #WallStreet #BTC #ETH #DeFi #InstitutionalAdoption #CryptoMarket #Blockchain #BitMine #StrategyInc #CryptoInvesting

Transcript

00:00Okay, let's dive right in. There was a real mic drop moment recently in the institutional

00:05crypto world. Oh, yeah. Tell me more. We're talking about Michael Saylor. Yeah. You know,

00:10the face of Bitcoin maximalism. Strategy Inc.'s Saylor. Okay, what did he do now?

00:15He was speaking at the BTC in DC event, and he didn't just like acknowledge Ethereum. He actually

00:21praised its biggest institutional champion. Praised? Saylor? About Ethereum. That doesn't

00:27sound right. He usually calls it, what is it? Unregistered, experimental, things like that.

00:32Yeah. But no, he specifically called out Tom Lee. Tom Lee from Funstrat and now Bitmine. That's the

00:38one. He called Lee, and get this, the most influential voice representing Ethereum. Wow,

00:43okay. That is big. It's like hearing a lifelong cat person suddenly praising dogs. What's going on

00:48there? Exactly. So that's our mission today, you know, to unpack what this massive pivot actually

00:53means. Yeah. What's the new corporate crypto playbook look like when the top Bitcoin guy starts

00:58tipping his hat to the Ethereum establishment? It sounds less like a simple hat tip and more like,

01:04well, like a strategic alliance forming. Yeah. Maybe. And the fascinating part,

01:08according to the reports from the event, Saylor wasn't even praising Ethereum's tech directly.

01:13No. Then what? It was all about the messenger, about Tom Lee himself. He literally said,

01:19capital flows because it trusts Tom Lee. Okay. That's the key right there. It's not about the

01:25assets code. It's about the person bridging Wall Street and crypto. Trust. Institutional trust.

01:32Exactly. Which brings us to the first big question. Why Tom Lee? Why is he the centerpiece here?

01:37Well, think about his background. He's not some crypto native developer who came up through,

01:42you know, forums and discord. He's a veteran Wall Street strategist. Funstrat. That name carries

01:49weight. Right. Instant credibility in those circles. Precisely. He gives Ethereum a kind of

01:54institutional legitimacy it might have struggled to get otherwise, moving it beyond just the tech

01:58enthusiasts. And the vehicle he's using, Bitmine Immersion Technologies. That plays a huge role too,

02:03right? A massive role. Bitmine, with Lee as chairman, is now the biggest corporate holder of Ethereum,

02:09period. The biggest ETH treasury. What about overall? Second largest crypto treasury globally,

02:15right behind Saylor's own Strategy Inc. and its Bitcoin hoard.

02:19So we're talking serious scale here. Do we know the numbers?

02:22We do. Bitmine holds something like 3.23 million ETH.

02:26Wow. What's that worth now?

02:28At current prices, roughly $12.6 billion, give or take.

02:3312.6 billion. Okay. That's not experimental money. That's institutional commitment.

02:39And that's the point. It's a corporate treasury strategy. They're holding ETH on the balance

02:43sheet long term, just like strategy does with Bitcoin. It's a core reserve asset for them.

02:48Which circles back to Saylor. Why would he, Mr. Risk Averse, Mr. Bitcoin is the only sound money,

02:54endorse a strategy built on an asset he, well, used to dismiss?

02:58Because it's not just Lee acting alone, this Bitmine model. It's backed by some very big,

03:02very traditional names. Think Cathie Wood. Think Peter Thiel.

03:05Okay. So the institutional backing is already there. Saylor is acknowledging the reality on the ground.

03:10Exactly. He sees that Lee has successfully, in his words, merged Wall Street with the crypto economy.

03:17He's commercializing it, legitimizing it. Saylor respects the structure, the capital flow,

03:23the institutional framework Lee has built.

03:25But isn't it still a contradiction? Saylor's whole pitch for strategy holding Bitcoin

03:29is its security, its predictability as sound money. Ethereum has a different risk profile,

03:37doesn't it?

03:37It does. But look closer at what Saylor said. He even called Lee's engagement with Vitalik Buterin,

03:42Ethereum's co-founder, a net positive. Why? Because it commercializes, legitimizes,

03:48and rationalizes the movement.

03:50Rationalizes. Okay. So he's not saying Ethereum is sound money like Bitcoin. He's saying Lee has made

03:55holding it a rational institutional strategy.

03:58Precisely. He's not adopting the Ethereum ideology. He's acknowledging the capital structure Lee has

04:03built around it. It's pragmatic. It signals we're moving past the ideological wars.

04:08Which leads perfectly into this idea of a new corporate playbook, right? Moving from Bitcoin

04:12versus Ethereum to Bitcoin and Ethereum.

04:14That's the core shift. Saylor's endorsement basically puts an official stamp on it. They're

04:18not just rivals anymore. They're becoming seen as complementary assets, distinct roles in a modern corporate

04:25treasury. So let's define those roles. We have the two models now, side by side.

04:29Right. First, you've got Strategy, Inc., Sailor's Company. They pioneered the whole corporate Bitcoin

04:34treasury idea. What is it now? Over 640,000 BTC?

04:38Something like $70 billion worth. Yeah. Their role for Bitcoin is crystal clear. It's the digital reserve

04:44asset, the modern version of sound money, digital gold.

04:48Secure, predictable, long-term store of value. That's the strategy model for BTC.

04:53Okay. And then there's BitMine replicating that treasury success. But for Ethereum, what's ETH's role

04:59in their model? If Bitcoin is the digital gold bar in the vault, think of Ethereum in the BitMine

05:05model as the yield-generating smart asset. It's more like the operating system for a digital financial

05:10system. It can be staked, used in DeFi. It generates returns. It's programmable finance.

05:15So one is the bedrock reserve. The other is the active, productive asset.

05:19Exactly. Bitcoin, low-utility, high-security inflation hedge. Ethereum, high-utility, yield

05:26generation, programmatic function, more focused on growth within the digital economy. Different

05:33risk profiles, different potential returns, different jobs within a portfolio.

05:38That makes sense. So a corporate CFO looking at this landscape, the question isn't Bitcoin

05:43or Ethereum anymore. No. The question becomes, okay, which layer of my capital strategy does

05:48each asset address? You need the secure foundation. Maybe that's Bitcoin. But you also might need the

05:53productive layer, the growth engine. And maybe that's Ethereum. So this dual model strategy for

05:58BTC, BitMine for ETH, could become the standard institutional crypto allocation, a base layer and

06:05a utility layer. It looks that way. It's the institutional world finally realizing you might need both

06:09the foundation and the building on top of it. It moves crypto away from just pure speculation and

06:14anchors it in actual corporate financial strategy. Okay. Let's talk about the bigger picture then.

06:18Institutional crypto 2.0 and what this all means for the market. You mentioned waves of adoption.

06:23Yeah. It helps to think of it in waves. Wave one was roughly, say, 2020 to 2023. That was all about

06:29getting Bitcoin accepted as a store of value. The main event there was the launch of Bitcoin ETFs.

06:35Right. BlackRock, Fidelity, the big Wall Street players packaging BTC for traditional investors.

06:41Exactly. Making it easy to buy. Wave two, which we're clearly in now from 2024 onwards,

06:47is different. It's about corporations directly holding these assets on their balance sheets.

06:51As core reserves. As core reserves, like strategy did with Bitcoin. And now like BitMine is doing

06:56with Ethereum. It's not just an investment product. It's part of the company's actual treasury.

07:01And the key takeaway is that Wall Street is now fully involved in both waves and both assets

07:06through the ETFs and now endorsing these corporate treasuries.

07:09Absolutely. You've got the ETF giants for Bitcoin. And now you've got Fundstrap BitMine

07:14validating the Ethereum treasury model with Saylor's surprising nod of approval.

07:18What does this mean practically, though, for, you know, the average corporate CFO out there still

07:22maybe hesitant about crypto? It's huge. It's basically a green light.

07:26If Michael Saylor, the ultimate Bitcoin bull, publicly acknowledges the strategic legitimacy

07:32of holding Ethereum institutionally via Tom Lee's structure, well, that removes a major

07:38objection for a lot of conservative finance departments.

07:41It makes Ethereum look less like a risky tech bet and more like a structured, institutionally

07:47vetted asset.

07:48Precisely. It de-risks the decision to consider Ethereum. Even if the asset itself still carries

07:53volatility risk, it separates the asset from the strategy.

07:57OK, but here's the weird part. This news, which seems fundamentally massive from a strategic

08:02standpoint, the market barely reacted. In fact, things dipped a bit.

08:07Yeah, that's the classic disconnect, isn't it? Short-term market noise versus long-term fundamental

08:11shifts. Right after the news broke, both Bitcoin and Ethereum took small hits like 2-3 percent.

08:16And the stocks, too. MSTR and BMNR.

08:18Same story. Strategy Inc., MSTR, down about 3 percent. Bitmine, BMNR, down over 5 percent.

08:24It just shows you that daily price action is often driven by technicals, by macro fears,

08:28whatever the flavor of the day is.

08:29It doesn't immediately price in a major strategic realignment like this.

08:32Not always, no. But look at the analyst ratings, for example, on strategy.

08:37Despite the stock dip, they still overwhelmingly point to growth as its strongest factor.

08:42The underlying trend of corporate adoption, the treasury strategy, that's still seen as

08:47incredibly bullish long-term.

08:50So the takeaway is, don't get distracted by the daily chop.

08:53This Sailor Lee thing confirms the institutional bridge is built.

08:57Crypto is now officially part of corporate capital strategy.

09:00Without a doubt. And this opens the floodgates, potentially.

09:03Expect to see more companies exploring Ethereum treasuries,

09:06maybe using stable coins for financing backed by these assets, more yield programs.

09:11Sailor and Lee, together in this weird way, have shown the path for big money.

09:15Okay, so let's wrap this deep dive up. The central finding seems pretty clear, doesn't it?

09:19I think so. The era of strict Bitcoin-only maximalism,

09:23at least at the highest institutional strategy level, seems to be fading.

09:27Sailor recognizing Lee's role with Ethereum is a massive signal.

09:30It's the digital asset pioneer acknowledging the Wall Street strategist

09:33who brought the second major asset into the institutional fold, a convergence.

09:38It really is. And it leaves us with a really interesting question to think about.

09:43What's that?

09:44Are we really seeing the end of Bitcoin maximalism as a dominant ideology,

09:49replaced now by purely pragmatic asset allocation?

09:52Or is this something else?

09:55Is it a strategic corporate synergy play?

09:58Sailor and Lee, Strategy and Bitmine,

10:01Aren't they building a combined, almost unbeatable, institutional crypto fortress together?

10:08Maximalism ending or just evolving into a two-pronged corporate strategy.

10:12Yeah.

10:13That is definitely something for you, the listener, to mull over

10:15as you think about how these two major assets fit into the bigger picture.

10:19Definitely food for thought.

10:20And on that note, if this breakdown helped you understand this really quite significant shift

10:24in the institutional crypto landscape

10:26and what this new corporate playbook might look like,

10:29well, we'd certainly appreciate your support.

10:30Yeah, it really does help.

10:32Engaging with the channel, subscribing if you haven't, hitting that like button,

10:36maybe leaving a comment with your thoughts on this Sailor-Lee dynamic.

10:40It genuinely helps us show up in feeds, reach more people,

10:44and keep putting together this kind of in-depth analysis.

10:46It lets us keep digging into these important shifts.

10:49So thanks for tuning in and thanks for your support.

10:52We'll catch you on the next Deep Dive.

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