Tom Lee Says Tokenization Could Be Major Tailwind for Crypto

Fundstrat’s Tom Lee said tokenization could become a structural growth driver for crypto, describing it as a “freight train that cannot be stopped” that could eventually “eat the entire financial system.” Ethereum rose 8% to $2,080 on Wednesday as Lee pointed to a potential Ichimoku cloud breakout and its first bullish trend signal since October 2025. Lee also said agentic artificial intelligence could provide another catalyst. Robinhood Markets CEO Vlad Tenev separately said the financial system may be entering a tokenization “super cycle,” citing the company’s expansion from 90 to roughly 190 stock tokens outside the U.S. and arguing that blockchain-based markets could widen access to private assets while requiring appropriate investor protections.

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