ChainCatcher 消息,Tom Lee 在 DACFP 面向投资顾问的会议上表示,当前金融体系建立在多层技术栈之上,存在大量“虚假或欺诈性交易”,而以太坊(ETH)与比特币(BTC)在区块链层面“从未发生过欺诈性交易”,且区块链运行成本更低。
Tom Lee 进一步指出,投资区块链类似于持有房地产资产,未来“代理型 AI”将依赖区块链以实现更高速度并防止系统失控。他还提到,ETH 供应量正在收缩,且 BitMine 可能无需持有超过 5% 的 ETH 总供应量。此外,他表示 BitMine 或将在 6 月底被纳入罗素 1000 指数,这可能对其股价带来稳定性支持,并提及公司在 MrBeast 相关金融公司的持股情况。
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