Recently, I came across an interesting perspective—Tom Lee, co-founder of Fundstrat and chairman of Ethereum asset company BitMine, suggested in an interview that if traditional large financial institutions truly leverage AI and blockchain technologies, their profit margins could see a significant boost.

His logic is quite straightforward: these two technologies can help banks greatly reduce their dependence on manual labor. Once technology-driven banks like JPMorgan Chase and Goldman Sachs complete this transformation, their operating costs will decrease, profit margins will increase, and their stock performance will increasingly resemble that of tech stocks. Furthermore, these institutions might even become the next market leaders—similar to how the current "Big Seven" in the US stock market dominate.

Beyond the potential of AI and blockchain, Lee also has insights on macroeconomic trends. He predicts that the Federal Reserve will shift to a more dovish stance by 2026. Under this policy environment, corporate confidence is expected to rebound, and the manufacturing ISM index could return above 50. This is good news for traditional industries—sectors like industrials, energy, and raw materials may perform better in 2026 than they did this year.

In essence, this paints a picture of deep integration between finance and technology, with traditional industries poised for a rebound. Whether this will materialize depends on how effectively each financial institution can execute.