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Over the next year, I fully expect retail investors to be completely absorbed by what is happening with the crypto market. In the future, artificial intelligence will still need money. The best way for him is to use digital currency, namely cryptocurrency. I believe that cryptocurrency will become the 12th sector of the S&P. I think it's time to buy, you know, technology in general and cryptocurrency. I think they all rolled back to support levels. Bitcoin is digital gold. Anything under $80,000 is a good investment for generations to come. So you still have some time, but the crypto industry is 100% undervalued today, including the top altcoins, which are currently undervalued.
Guys, do me a favor, take 2 seconds and hit the like button. I wish more people in the world today understood this. Right under our noses, right before our eyes, cryptocurrency is becoming the 12th sector of the S&P 500, at least according to Kevin O'Leary. If you believe in Bitcoin, consider it digital gold, and experience volatility-I believe in both. I believe that cryptocurrency will become the 12th S&P sector in due course, as it provides performance for all 11 other sectors But unlike AI, most people today are not optimistic about Bitcoin and cryptocurrencies. I would say that the leaders of the technology industry, in fact, many of them are skeptical. It seems that the billionaire entrepreneurs of the past really didn't take the time to understand
that cryptocurrency in 2026-2027 is radically different from the past. So, for example, I'm not entirely sure that Bill Gates really understands Bitcoin or the crypto market today. Listen to how he answers this question. You would need to diversify a small portion of your portfolio outside of the US dollar today. If you were forced to diversify your funds outside of the dollar, would you choose the euro, cryptocurrency, gold, or the Chinese yuan? Mhm, I wouldn't choose cryptocurrency. Yes. It was not an easy choice. I am well known Yes, yes, it was a skeptic of assets based solely on mania.
Again, guys, like if you benefited today and understand where the future is headed. If you believe in AI and understand that the world is becoming increasingly digital, it's hard not to be optimistic about Bitcoin and cryptocurrencies, especially understanding that AI agents will choose cryptocurrency. The godfather of crypto, CZ Binance, founder of Binance, explains that in the future, the ideal payment method for agents will be digital currency, i.e. crypto. Soon, each of us will have hundreds, thousands, or millions of agents working for us in the background. Truth? So, after this interview, you can have an agent edit the video.
You may have an agent to publish it. You may have an agent to promote it or collect money from viewers. There will be many agents who will conduct transactions for us. And these transactions will take place using AI agents will not use credit cards. They will not use bank accounts. They can use our accounts on our behalf, but it's not ideal. The ideal way is to use digital currency, i.e. crypto. So I think that in the future, AI will still need money. So, the world still needs money. I believe AI will significantly increase the speed of transactions, perhaps a thousand or a million times. So the crypto industry is growing. It will grow 10 times over the next few years.
I think if you're subscribed to our channel, you understand this. Listen, I believe in crypto. I think there are many reasons for optimism. We show it to you every day. However, most people do not have crypto, are not interested in it, and do not see a great future in it unlike AI, in whose success everyone around seems to believe. So I see this as a counterargument: in the future, it is crypto that will bring greater profits thanks to AI. AI will also be successful, but the biggest profits will be in crypto. This is an astute observation from Jordi Visser at Cointelegraph. That's where the future is heading. Don't be afraid to take notes.
I didn't say AI was over. But the fireworks show around AI is over. This means that the first quarter, when everything seemed risk-free, when you could buy Micron for 200, and it soared to 1400, giving a seven-fold profit, like in crypto, - those days are over. Do I believe that the story of computational agents is only just beginning? Yes. Do I think this will last another five, four or three years? Yes. But if you ask me what has the highest potential for returns, perhaps with slightly higher volatility, it's definitely crypto at the moment. I think the scale suggests it, but I can't help but emphasize that the reason Micron and compute agents got going is because demand for inference has skyrocketed since late last year. And the reason for this
was progress in the field of AI. And that's something that everyone listening to this needs to understand. With the increasing advancement of AI-and by advancement I mean the ability to perform tasks. This summer he broke Hugging Face. This is positive for crypto. It started with the emergence of Muse, Grokbot, Instinct AI. We are on the side of consumer agents. Last week, there was an interview with Mark Zuckerberg and Alexander Wang from Meta with John Collison, one of the co-founders of Stripe, and his point was that agency commerce on their rails has gone vertically upwards. Here's what needs to happen: financial safeguards are needed. I don't think people realize how involved Stripe is in this, not just through Bridge, not just through Privy. They
own OpenRouter, which, again, is a direct connection to AI. So, I talked about it. I will repeat this over and over again. Crypto fuses were not created for humans. They were created for AI agents, and we all understood that. So over the next year, I fully expect retail investors to be completely absorbed by what's happening with crypto, as the agency world moves into the next phase, and this will be visible in higher volumes of tokenization and agency commerce. Many people think that AI is in for a major market crash.
Many people think the stock market is about to crash. Tom Lee says the current rollback is actually more like a compressed spring. He mentions crypto in particular. Listen. And I think, from a fundamental perspective, I mean, as much as we should, you know, respect the idea that AI debt markets may not be as confident, you know, the fundamental story and the driving forces of AI remain the same. So, to me, when fundamentals hold and markets start to get scared, it's actually a pretty good risk- reward situation for investors. So Tom, would you buy on this pullback everywhere, are there certain sectors that you think are hitting that technical zone that makes them attractive for a rebound?
I think it's time to buy memory, semiconductors, you know, cloud technology, the technology sector in general, cryptocurrency. I think they all rolled back to support levels at a time when people may have become very afraid of fundamentals. But, as you know, if the foundation remains strong, it's like a compressed spring. However, there are only nine days left until the US midterm elections. History shows that after each midterm election, Bitcoin has experienced a significant correction. Will it be different this time? It really depends on how Trump feels this quarter and what he can do, I guess. I can't tell you that, but the answer is no. There Ethereum usage is growing rapidly, including Ethereum layer 2 solutions.
Ethereum is the most undervalued, undervalued, and undervalued asset in history, and there is nothing even close to it Once this bear bubble finally bursts upwards, it won't stop until ETH reaches $100,000, according to Ethereum supporters. I think Ethereum could reach 10k pretty quickly and go through a revaluation. Because you can't argue with that. It's just what Wall Street does. They are switching to Ethereum. Ethereum is becoming and has already become the home of on-chain finance. A former BlackRock employee, now the head of Chainlink, a company working with ETH treasury, explains this.
Joe, I want to elaborate on the two words you just said. This idea is a " trust commodity." Can you explain this concept? What is a "trust commodity" and why does Ethereum belong to this asset class? Of course. So, I spent 20 years in the greatest institutions in the world. I had an observation deck to observe how the market structure works, as well as how people make decisions about the future of the technologies and applications they use. And I know three things for sure. There are only a few things that worry them. This is not
hype, this is not sentiment. They need security, they need trust, and they go where there is liquidity. And Ethereum dominates on all three counts. So, when we talk about "trust commodity," look at the case study you mentioned- Robinhood, built on Arbitrum, Ethereum's layer-two protocol. All these transactions are settled on the Ethereum main network. They use Ether as a gas fee. And as you see more and more examples of this as people build applications- whether on L1 or L2-the trust commodity is that every transaction requires Ether to provide security and pay for gas fees. And while the revenue is low today, there are many businesses where you start by trying to dominate and gain market share, and over time pricing power emerges. People criticized Amazon and
Jeff Bezos without realizing that he was building a new type of e-commerce. He wasn't just an online bookseller. People criticized Uber for subsidizing transactions for both drivers and users in the early stages, not realizing that they were not a taxi company. They did much, much more. So, in the future, where today most of the trust in T+1 based transactions involves human trust, insurance and contracts, uh, in the future Ether will become that trust commodity that will secure transactions. And as this happens, more value will accumulate in Ether, the token itself. Just wait and see. November will be a big month for cryptocurrencies. We have amazing interviews with industry leaders waiting for us. So stay subscribed, and I'll see you tomorrow, friends.
