Woofun AI notes that Tom Lee, Chairman of Bitmine and Co-Founder of Fundstrat, observes strengthening relative performance for "AI downstream" assets. Data indicates ETH gained approximately 24% over the past month, while DRAM-related ETFs declined by about 38%, resulting in a 7,200 basis point performance advantage for ETH. Lee attributes this divergence to a gradual shift in AI infrastructure investment from hardware supply chains to application layers and digital infrastructure. He emphasizes that developments in stablecoins, tokenized assets, and on-chain financial applications position Ethereum as a key component of digital economy infrastructure in the AI era.