Macro· ★★· neutral·

Tom Lee warns banks without stablecoin and tokenization strategy risk falling behind

  • —Lee puts the share of traditional financial infrastructure at about 99%
  • —JPMorgan runs its JPMD deposit token on Base for institutional clients
  • —SWIFT is building a shared ledger with Consensys and 30+ banks for 24/7 payments
  • —Lee chairs BitMine, whose strategy centers on accumulating ETH
Why it matters: Lee's argument highlights the risk for banks that delay blockchain strategy and underpins demand for stablecoin and tokenization infrastructure.
Source: Journal du Coin