$TERMAX
Trending UpSnapshot Window: 2026-07-19 00:10 UTC · ← Back to Crypto Overview
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TOM LEE: ETHEREUM IS ENTERING ITS 2.0 MOMENT, JUST LIKE AMAZON AND NVIDIA DID When a company's addressable market expands, the asset price follows, sometimes with a lag: - Amazon 2.0 took the stock from $6 to $241 - Nvidia's shift from 1.0 to 2.0 ran from $1 to 197 after [Spoken audio]: on Amazon 2.0, the stock went from $6 to 241. Look at NVIDIA, and they're transitioned from a 1.0 company to a 2.0. Well, in that 17-year period listed here, NVIDIA had the CUDA platform, which was actually an important programming language that's still what's used for GPUs today, and it's the main reason why NVIDIA has almost a near monopoly on AI, high end AI chips. And then in the 2014 period, they launched, their chips were used by crypto miners, yet NVIDIA stock basically kept peaking at a dollar. But NVIDIA 2.0, chat GBT was launched in late 2022. Blackwell got announced in 2024 and the rest is history and went from $1 to 197, almost to 200X as the video went to 2.0. And the final example I'm going to give you as addressable markets expand is JPMorgan. JPMorgan over this 30-year period transformed. Now keep in mind, the JPMorgan today is not the JPMorgan that saved America in 1907. Actually, the JPMorgan today started off as Chase. Chase acquired Chemical Manufacturers Hanover Bank in the year 2000. Chase acquired JP Morgan and then over the next 15 years acquired Bear Stearns Bank 1 Washington Mutual. But despite all that, you can see these acquisitions here. JP Morgan was stuck and peaked at around $70. But with the acquisition of JP Morgan and Bear Stearns, Chase became a global bank, a truly global bank. And as you can see, the 2.0 played out over the next 15 years and JP Morgan stock went from 58 to $334. So you can see when the addressable market increases, the asset price rises and sometimes it takes time. Well, that's why I'm talking about ETH because ETH 2.0 is the period when Ethereum not only becomes central to a lot of growth vectors but if the asset becomes money.