Person
Tom Lee
Mentioned in 2 pieces; the desk has recorded zero standalone moves so far.
In the archive
Opinion
The Agent Economy Needs a Bank
Mastercard, Stripe's Tempo, and Coinbase's x402 protocol built competing payment rails for autonomous agents in 2026, and the transaction counts already published point to one billion machine-initiated payments before 2027 ends.
Capital & Markets
What Money Looks Like When Machines Run It
Tom Lee, Fundstrat's head of research and BitMine's chairman, argues autonomous agents will gravitate toward programmable settlement rails, and Logan Xie and Mark Zalan explain why card networks price machines out of that economy.