Tom Lee: $BTC Has Multiple Times Upside, But $ETH May Be the Bigger Story

Tom Lee says Bitcoin functions as a better substitute for gold and could see multiples of upside from current levels, but argues the next five years may be defined less by "digital gold" and more by tokenization, agentic AI, and settlement rails.
Lee believes much of that next chapter could play out on Ethereum, and says the CLARITY Act, if passed, could supercharge that shift.