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Ethereum seen as the future 'operating system' for tokenized finance and AI commerce by Fundstrat's Tom Lee.

Market News
13 Jul 2026
Tokenpost
View Source
Bullish
pluang ai news

At WebX 2026 in Tokyo, Fundstrat co-founder Tom Lee described Ethereum as the foundational 'operating system' for next-generation finance, enabling tokenized assets, stablecoins, and AI-driven commerce. He highlighted Ethereum's role as a settlement layer where programmable payments and asset ownership converge, contrasting it with Bitcoin's role as digital gold. Lee emphasized tokenization's potential to streamline asset trading and settlement, and stablecoins as a key early use case expanding into corporate finance and AI transactions. He also discussed BitMine's strategy to hold about 5% of Ethereum's supply, staking most for yield, while noting risks around decentralization and market volatility. Lee framed this shift as a move toward programmable, always-on financial infrastructure, with Ethereum positioned as a leading candidate for the neutral settlement network in a multi-chain future.

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