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Tom Lee: Crypto Could Get as Big as AI

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Why Crypto Could Outgrow AI Itself⁣ ⁣ Machine-to-machine payments don't need traditional finance rails, they need something faster and permissionless.⁣ ⁣ "The AI world and an agentic world... probably sees a lot less value in traditional financial settlement rails."⁣ ⁣ Microtransactions, taxation, real-world instructions, all running on blockchain instead of centralized systems.⁣ ⁣ "Why even, that's actually much more complicated than running these things on blockchain rails."⁣ ⁣ If AI is already a $10T economy heading toward $100T:⁣ ⁣ "Is crypto gonna be stuck at $1.5T? I'm highly, highly doubtful of that."🎬

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Analysis last updated August 26, 2026 · Read the methodology
Read the creator’s original video description

Why Crypto Could Outgrow AI Itself⁣ ⁣ Machine-to-machine payments don't need traditional finance rails, they need something faster and permissionless.⁣ ⁣ "The AI world and an agentic world... probably sees a lot less value in traditional financial settlement rails."⁣ ⁣ Microtransactions, taxation, real-world instructions, all running on blockchain instead of centralized systems.⁣ ⁣ "Why even, that's actually much more complicated than running these things on blockchain rails."⁣ ⁣ If AI is already a $10T economy heading toward $100T:⁣ ⁣ "Is crypto gonna be stuck at $1.5T? I'm highly, highly doubtful of that."🎬