Tom Lee: AI's downstream assets show stronger performance, Ethereum outperforms DRAM by 72 percentage points in the past month
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Bitmine Chairman Tom Lee stated that the performance of downstream AI related assets continues to strengthen, with Ethereum outperforming the DRAM sector by 72 percentage points in the past month. In the past month, Ethereum prices have risen by about 24%, while DRAM related ETFs have fallen by about 38%. Tom Lee believes that as AI infrastructure investment spreads to the application layer and digital infrastructure, some downstream AI assets are being re priced in the market.