Ethereum Poised as a Major Decade-Long Macro Trade, Tom Lee Says — Stablecoins, Tokenization & Proxy AI to Fuel US Financial Shift

COINOTAG reported August 29 that BitMine Chairman Tom Lee reiterated his assessment that Ethereum represents one of the most significant macro trades of the next decade, grounded in three structural considerations: Wall Street’s incremental rebuilding on-chain linked to the 1971 watershed, the role of stablecoins as an entry point for asset tokenization, and increased demand for a token-based economy driven by proxy AI. Lee suggested these dynamics may provide sustained tailwinds for institutional Ethereum adoption and could reshape the U.S. financial industry. He also noted that Bitcoin continues to function predominantly as a preferred store of value, while advising market participants to monitor regulatory clarity and custody infrastructure.