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Tom Lee

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Al Dante Radio Show2026-02-0200 minThe Paul Barron Crypto Show2026-01-1710 minThe Thoughts on Selling™ Podcast2026-01-0734 min吴说不加密播客
吴说不加密播客Tom Lee 迪拜演讲:不少人已经准备放弃,为什么我仍然坚持在 12 月 3-4 日迪拜举行的 2025 币安区块链周上,Fundstrat 联合创始人,BitMine 董事长 Tom Lee 发表了题为《加密超级周期仍然稳固》的演讲,系统阐述了他对加密市场的长期看多观点,核心包括:为什么 2025 的主线是“代币化”、为何认为比特币和以太坊价格已见底、传统四年周期正在被打破、以太坊将在全球金融体系中扮演基础设施角色,以及数字资产国库(Digital Asset Treasury)公司将在下一轮加密金融化中承担关键位置。Tom Lee 认为,比特币的周期逻辑正在被工业周期、通胀周期等变量重塑;在代币化方面,他强调真正的“金融解构与重组”远超简单的“资产数字化”:未来股票、收益流、产品线乃至 CEO 的个人价值都可能被拆分并代币化,从而提升资本市场的透明度、预测能力与风险对冲效率。他也介绍 Bitmine 作为代表性 DAT 如何成为“连接华尔街与加密世界”的桥梁。该音频为英文。嘉宾个人观点不代表吴说观点,不构成任何财务建议。加入吴说播客听友群,可添加小助手微信 ipo19841984关注更多吴说快讯深度等内容渠道:https://www.wublock123.com/html/app/时间线:00:00 演讲背景:Tom Lee 的职业角色,当下市场回调时为何讨论加密01:36 五大主题概览:代币化、周期、以太坊、机构机会、数字资产金库公司(DAT)02:53 回顾十年资产表现:为何加密仍是最强资产类别03:55 2025 年重大利好事件:政策与机构推动加密前进05:39 代币化成为 2025 主线:以太坊的 “ChatGPT 时刻”06:36 加密长期增长空间:渗透率仍极低07:46 判断“价格已见底”:市场错杀、去杠杆与链上结构变化08:26 比特币下跌原因讨论:四年周期是否仍有效?09:36 Fundstrat 调整模型:引入 Tom DeMark 的计时指标11:22 比特币四年周期模型拆解:为何可能失效13:40 价格推演:若周期失效,比特币将于 1 月创新高14:10 为什么以太坊是未来金融基础设施15:41 以太坊技术持续升级:生态定位稳固16:27 ETH/BTC 估值突破:市场结构性重估17:39 代币化的真正价值:从“数字化”到“金融解构重组”19:56 预测市场 + 代币化:资本市场的新形态21:18 DAT 的战略意义,连接传统金融与 DeFi
2025-12-1727 minWuBlockchain Podcast2025-12-1627 minThe Paul Barron Crypto Show2025-12-0515 minGet Keen2025-11-1835 minStill Rockin\' It - Cheryl Lee2025-10-2724 minThe Paul Barron Crypto Show2025-10-1615 minBankless2025-10-1300 minUnchained2025-10-0444 minUnchained2025-10-0444 minCo-Created2025-09-1028 minMedici Presents: Level Up2025-09-0352 minUnchained2025-08-2858 minUnchained2025-08-2858 minBankless2025-08-0600 minThe Odyssey Odyssey2025-07-3140 minIan & Rashad Present Black Out Unfiltered Uncut2025-07-2605 minThe Paul Barron Crypto Show2025-07-0116 minMastering Modern Selling2025-05-081h 02Speak In Flow2025-05-0821 minMastering Modern Selling2025-04-2457 minWorldwide Golf Shops Insider Podcast2025-04-2218 minMastering Modern Selling2025-04-171h 07How to Trade Stocks and Options Podcast with OVTLYR Live2025-04-0133 minThe Spiritual Psychiatrist Podcast2025-02-261h 43Mastering Modern Selling2025-02-061h 05Mortgage Tech Talks2024-11-2934 minAl Dante Radio Show2024-11-2100 minMastering Modern Selling2024-10-2458 minPerennial Pride2024-10-2447 minFacts vs Feelings with Ryan Detrick & Sonu Varghese2024-09-1137 minExtrology: Mastering People, Performance & Purpose2024-08-281h 12Unglossy2024-08-081h 04All Things Investigations2024-07-2919 minThe John Johnston Lounge2024-07-2614 minWealthion - Be Financially Resilient2024-07-2634 minThe Truth In This Art: Stories That Matter2024-07-261h 26The Odyssey Odyssey2024-07-2540 minCoin Stories with Natalie Brunell2024-07-2239 minWhat\'s The Story? Hash Brown Glory2024-07-0857 min7 Figure Leaders2024-07-0418 minThe John Johnston Lounge2024-07-0210 minThe John Johnston Lounge2024-06-2410 minRunning 44@60 - tips, ideas and advice for your first ultra marathon or marathon2024-06-2359 minThe Maker and The Merchant2024-06-131h 03The Maker and The Merchant2024-06-131h 03The John Johnston Lounge2024-04-1712 minRecords & Real Estate Podcast2024-03-271h 10The Tom Ward Show2024-02-142h 19The Julia La Roche Show2023-12-2234 minThree Things That Matter This Week2023-11-2041 minSip & Sow with Tom Coleman2023-09-261h 01Three Things That Matter This Week2023-08-1930 minThree Things That Matter This Week2023-07-3029 minFacts vs Feelings with Ryan Detrick & Sonu Varghese2023-07-2629 minThree Things That Matter This Week2023-07-2232 minThree Things That Matter This Week2023-07-1938 minThe Odyssey Odyssey2023-07-1335 minThree Things That Matter This Week2023-07-0831 minThree Things That Matter This Week2023-06-3031 minThree Things That Matter This Week2023-06-2653 minThree Things That Matter This Week2023-06-1628 minThe Odyssey Odyssey2023-06-1538 minThree Things That Matter This Week2023-06-0931 minThe Odyssey Odyssey2023-04-2030 minThe Odyssey Odyssey2023-04-0633 minBetter Presentations More Sales2023-04-0329 minThe Odyssey Odyssey2023-03-2333 minThe Odyssey Odyssey2023-03-0932 minKnowledge for Teachers2023-03-041h 16Knowledge for Teachers2023-03-041h 16Around the Horn in Wholesale Distribution Podcast2023-02-0247 minWhat’s On Your Mind?2022-12-2731 minCEO Journey2022-10-231h 15Black Is America2022-09-3042 minThe Truth In This Art: Stories That Matter2022-09-0255 minPOSTHOC Salons LIVE w/ Susan MacTavish Best - Intimate Conversations on Topics of the Zeitgeist2022-05-1854 minWe Are Selling with Lee Woodward2022-02-2312 min