Ethereum outperforms AI hardware assets by 55 percentage points in one month
Fundstrat's Tom Lee says Ethereum outperformed the Roundhill Memory ETF by 55 percentage points in one month, arguing ETH is critical infrastructure for the AI economy. Lee claims Ethereum provides neutral settlement rails for autonomous AI agents, while BlackRock's ETHA ETF has seen significant inflows. He notes competition from Solana, Layer 2 networks, and purpose-built AI chains.
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