If Ethereum becomes a treasury asset, these stocks may benefit

According to CoinWorld, Tom Lee and cryptocurrency companies are redefining Ethereum as a strategic financial infrastructure, which is in stark contrast to Bitcoin's "digital gold" image. They emphasize Ethereum's role in stablecoins, tokenized assets, and on-chain settlements, its staking yield capabilities, as well as its diversified advantages related to network usage. This shift positions Ethereum as a potential asset for enterprises participating in tokenized finance, where returns may flow more to custodians and infrastructure providers such as exchanges, rather than solely to direct token holders.