According to on-site reports from CoinMeta on February 11, Tom Lee, Co-founder and CIO of Fundstrat, delivered a speech at the Consensus Hong Kong 2026 conference. He pointed out that although gold outperformed Bitcoin in 2025, Bitcoin is expected to re-establish its "store of value" narrative and outpace gold in 2026. Tom Lee's core viewpoints are as follows: Ethereum Bottoming and Reversal: Ethereum is currently approaching a "perfect bottom" at $1,890 and is poised for a "V-shaped" rebound. Driven by Wall Street adoption and AI development, ETH will become the core narrative in the crypto space for the next 15 years. If Bitcoin reaches $250,000, Ethereum's conservative valuation would be $12,000, and it could even recover to its previous high ratio to reach $22,000. The Rise of Digital Asset Treasuries (DATs): DATs like MicroStrategy and Bitmine (which holds approximately 4.4 million ETH) are dominating the market. By maximizing returns through optimized staking and capital operations, the performance of these asset structures has significantly outpaced the underlying L1 tokens. Strategic Cross-Sector Investments: Bitmine has invested in MrBeast's Beast Industries (which recently announced the acquisition of the neobank Step). The goal is to leverage digital asset synergies to build a next-generation super financial institution tailored for Gen Z and Gen Alpha.