TREE NEWS update: Fundstrat’s Tom Lee said in a post on X that tokenization and AI agents could be the two main drivers of the next crypto market cycle. He pointed to BlackRock’s expectation that more assets will be tokenized, financial settlement infrastructure increasingly being built on crypto networks, and fintechs such as Revolut already building on Ethereum. Lee framed AI as creating the digital economy and crypto as supplying its currency and blockchain infrastructure.
Tom Lee: Tokenization and AI Agents May Drive Next Crypto Cycle
Lee's framing matters less as a forecast than as a signal that the tokenization thesis is being articulated by a mainstream strategist rather than a crypto-native voice. The notable claim is the pairing: AI agents as demand-side actors and tokenized settlement as the rails they would use, which shifts the debate from retail speculation toward institutional infrastructure. The open question is whether the fintech and asset-manager activity Lee cites translates into on-chain settlement volume rather than pilot programs.
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