Fundstrat's Tom Lee took the Consensus mainstage in Miami to make a bold call: crypto winter is over and the bull market is just getting started. Lee laid out his case for why agentic AI and tokenization will make crypto-native companies more profitable than traditional banks, argued Ethereum is deeply undervalued at current prices, and explained why BitMine, which now holds over 4% of all Ethereum supply and generates over $1 million a day in cash flow, is positioned to be one of the biggest beneficiaries of the next cycle.

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Timecodes:

00:00 - Tom Lee at Consensus Miami 2026

00:37 - Crypto Winter Is Over and the Bull Market Is Starting

02:56 - Ethereum as a Portfolio Diversifier and Long-Term Hedge

06:14 - Tokenization and Agentic AI as Drivers of the Next Bull Market

10:17 - How Crypto-Native Companies Will Replace Traditional Banks

11:28 - BitMine's Strategic Positioning and Investment in Eightco and MrBeast

16:55 - BitMine's Digital Asset Treasury Strategy