Part 7/12:
Kathy Wood questioned whether Ethereum could be disrupted by traditional banks creating their own layer 1 chains. Lee counters that institutional interest and Ethereum’s existing advantages—such as resilience and a broad developer base—make it likely to maintain its lead, especially with the roll-out of layer 2 solutions.
Market Tokenization and Prediction Markets
Perhaps most intriguing is Tom Lee’s emphasis on market tokenization and prediction markets. Tokenizing companies like Nvidia, for instance, enables more granular and real-time assessment of earnings expectations, reducing reliance on quarterly financial reports. This technological shift promises to make markets more efficient, transparent, and forward-looking.