BitMine Chairman Tom Lee predicts that Ethereum will outperform Bitcoin in the current cycle, with BitMine showing an 80% correlation with ETH. BitMine holds a significant amount of ETH and is seen as an indirect route to Ethereum for investors. Lee expects tokenization and AI applications to drive Ethereum’s performance. US-listed Ethereum ETFs have seen strong inflows compared to Bitcoin ETFs, indicating institutional demand for Ethereum.

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