Tom Lee: ETH DAT holdings may rise from 7% to 15% BitMine has accumulated over 6 million ETH in just 15 months. Speaking at CoinDesk Live during KBW 2026 in Seoul, Tom Lee shared his view that over the next 12–18 months, digital asset treasuries will accelerate their purchases of crypto assets, impacting prices by reducing circulating supply in the market. He mentioned that Ethereum DAT currently holds about 7% of the total supply and predicted that this proportion could rise to 15% during a bull market cycle. As corporate treasuries become consistent buyers, the pricing logic of crypto assets might be rewritten.