Tom Lee: BitMNR 10-Year Vision Bets on Ethereum for Tokenization & AI

Lee's framing positions Ethereum not merely as a settlement layer but as the default infrastructure for two narratives that have largely run on separate tracks: real-world asset tokenization and AI. That convergence matters because it implies demand for blockspace and on-chain data provenance, not just speculative trading. The open question is whether institutional tokenization actually standardizes on Ethereum or fragments across chains, and whether AI-related on-chain activity grows into a durable use case rather than a branding exercise.