According to @ItsDave_ADA, Tom Lee said Wall Street wants 100% uptime and does not care about base-layer speed for Ethereum (ETH) because institutions can build their own Layer 2s, emphasizing reliability at the settlement layer over throughput, source: @ItsDave_ADA on X, Sep 1, 2025. The post adds that institutions have a positive voice in how upgrades are executed, underscoring governance alignment as a factor for institutional adoption, source: @ItsDave_ADA on X, Sep 1, 2025. For traders, this frames ETH’s investment case around uptime and L2 scalability rather than raw L1 speed, aligning portfolio focus with institutional priorities described, source: @ItsDave_ADA on X, Sep 1, 2025.