Kevin Pearson

London

[Michaël van de Poppe @CryptoMichNL]

Six months ago Ethereum was almost $5,000. Today it's under $2,000. When I put that to Tom Lee in Paris, his response was: "Has anything really changed?"

Tom Lee (@fundstrat) is one of Wall Street's most-followed forecasters. While the market wrote Ethereum off, he made the case to me that it's one of the most mispriced assets in the world right now.

His framing stuck with me. Gold is worth ~$22 trillion. The stock market over $100 trillion. Real estate ~$300 trillion. And to make those assets composable and move them on-chain, he argues, you run them on Ethereum, which sits at a fraction of that. "If Ethereum is at 300 billion, it's grossly undervalued."

We cover:
- Why he calls this "crypto spring", fundamentals stronger than ever while price lags
- Why tokenization is "not even a question," and what happens when Wall Street actually moves on-chain
- Why AI agents carrying wallets and making payments is, in his words, "pretty close to 100%" within three years
- Why he can see Ethereum as a 1, 2, or even $5 trillion network "in the next few years"
- What most investors are missing at exactly the wrong moment

That's his call, not mine, but it's one of the clearest bull cases I've heard on why the biggest move may still be ahead.

Full conversation is live. 👇

Is Ethereum the most undervalued asset in crypto right now?

[Michaël van de Poppe @CryptoMichNL]

@DaanCrypto $USDT

[Steve Hanke @steve_hanke]

The Commander-in-Chief speaks. No further comment necessary. #Afghanistan

[Steve Hanke @steve_hanke]

"If you put the federal government in charge of the Sahara Desert, in 5 years there'd be a shortage of sand." – Milton Friedman

[Mark Moss @1MarkMoss]

The President of El Salvador just called out the Central Banks for creating the problems and said that El Salv adopting #Bitcoin will be an example for the world.

This is history in the making!

[Kevin Pearson @pearson_kev]

Genius!
http://t.co/VUywK2nZdq

[Kevin Pearson @pearson_kev]

Nice:
http://t.co/oKAndv9n46

[Kevin Pearson @pearson_kev]

Clever BA ad from Ogilvy & Mather

http://t.co/2j0BsxS2Y7

[Kevin Pearson @pearson_kev]

David Bowie - what an absolute legend! Truly inspiring exhibition at the V&A.

[Jack Renwick @jackrenwick17]

Come see our 3m concrete tree ring about the history of Clerkenwell. The Orchard EC1 @Clerkenwell2013 @mountanvil

[Kevin Pearson @pearson_kev]

Survived my first earthquake experience last night. #wobbles

[Kevin Pearson @pearson_kev]

Ibiza booked! #Perty

[Kevin Pearson @pearson_kev]

Croatia booked! #Weddingbells

[Kevin Pearson @pearson_kev]

This app could save your life: http://t.co/7rx43Nup via @CreativeReview

[Kevin Pearson @pearson_kev]

AUS Music live from the boiler room right now: http://t.co/IGdnaHU8

[Kevin Pearson @pearson_kev]

Quality mix: http://t.co/nxIiGhuU

[ODD (now House 337) @ODDLondon]

A clever way of looking at the world
http://t.co/dDPJNnOo

[Kevin Pearson @pearson_kev]

More on the Clarks Sportswear 2012 launch: http://t.co/tjmpIucO

[Kevin Pearson @pearson_kev]

Nice Lego campaign from German ad agency Jung von Matt: http://t.co/aEl8gJkL

[Kevin Pearson @pearson_kev]

Interesting documentary about the triumph and turmoil of China: http://t.co/h1DT8Cp6