“华尔街神算子”宣布最新豪赌：将爆买以太坊！

Group 1 - Tom Lee, a prominent Wall Street strategist, has been appointed as the chairman of BitMine Immersion Technologies, positioning the company as the "Ethereum version of MicroStrategy" [2] - Lee emphasizes the potential of Ethereum as a trillion-dollar opportunity, driven by institutional adoption and the rise of stablecoins [3][4] - Currently, 30% of Ethereum's network usage comes from stablecoins, with over 60% of tokenized real-world assets built on Ethereum, making it the preferred blockchain infrastructure for Wall Street [3] Group 2 - BitMine recently completed a PIPE transaction, raising $250 million by selling 55 million shares at approximately $4.50 each, primarily to purchase Ethereum [4] - The PIPE transaction increased the total shares outstanding to at least 61 million, leading to a market valuation that may exceed several billion dollars, indicating investors are paying a premium for Ethereum exposure [4] Group 3 - Lee defends the high valuations of AI leaders like Nvidia, arguing that their importance in the AI ecosystem justifies their premium pricing, despite concerns over market concentration [5] - He points out that the average P/E ratio of equal-weighted indices is lower than pre-pandemic levels, suggesting that companies with sustainable profit growth should command higher valuations [6] Group 4 - Lee's strategy reflects a broader shift among institutional investors towards recognizing the profitability of technological infrastructure, including cryptocurrencies [7] - The focus is on identifying infrastructure investment opportunities that benefit from large-scale capital expenditure trends, such as Nvidia for AI computing and Ethereum for financial tokenization [7]