Dalam beberapa hari terakhir, kepala pemanggil terbesar Ethereum, Tom Lee, berpendapat bahwa Ethereum seharga $3,000 sangat undervalued, dan dia memberikan prediksi harga untuk Ethereum di masa depan jangka menengah dan panjang.

  • Target jangka menengah (2026): Target utama yang dia berikan adalah dalam rentang $7,000 hingga $9,000. Dia percaya bahwa fundamental kuat Ethereum dan masuknya dana institusi akan mendorongnya mencapai level ini.

  • Target ekstrem jangka panjang: Lee mengajukan prediksi jangka panjang yang sangat eksplosif: $62,000. Target ini didasarkan pada skenario di mana rasio ETH/BTC mencapai 0.25. Dia percaya bahwa jika Ethereum benar-benar menjadi 'masa depan keuangan global' dan lapisan penyelesaian utama, rasio ini mungkin tercapai.

His views primarily stem from Ethereum's technological updates and the narrative of Wall Street's future of everything being on-chain:

1. The impact of the “Fusaka” upgrade

  • Enhancing scalability and reducing costs: These upgrades are typically aimed at increasing block gas limits and introducing new data availability schemes (such as PeerDAS), significantly improving the scalability of the network and lowering transaction fees. This directly addresses the pain points that have troubled Ethereum in the past, making it more attractive to ordinary users and institutional projects.

  • Strengthening the ecosystem: The efficiency and cost optimization of the network will encourage more decentralized applications (DApps) and Layer 2 solutions to be built on Ethereum, thereby reinforcing its position as the “king of smart contracts.”

2. The trend of tokenization

  • Wall Street's “ChatGPT Moment”: He compares the sudden interest of institutions in the tokenization of stablecoins and real-world assets (RWA) to Ethereum’s “ChatGPT Moment.” Wall Street has realized that using blockchain (primarily Ethereum) to tokenize dollars and other assets can generate huge profits.

  • The main settlement layer of the financial system: Major financial institutions like JPMorgan and BlackRock are building tokenization projects using the Ethereum blockchain platform. Lee predicts that Ethereum will become the main settlement layer of the future financial system.

Regarding Tom Lee's views, many bloggers have mocked him, saying he is stuck and has to keep shouting orders, one to inform shareholders and the other to instill confidence in clients. I do not agree with these views; most of those mocking him do not have the qualifications to laugh at him. Tom Lee publicly called for BTC about eight years ago and recommended his clients to buy it. At that time, he set the first target price at 25,000 USD, and the long-term price could reach 100,000 USD. Both of these prices have been reached at future points in time. Someone who could understand BTC eight years ago is not comparable to these retail investors. Personally, I hold the most Ethereum, and although Ethereum’s performance in recent years has not matched the last bull market, I am very optimistic about its future performance. I believe Ethereum will one day definitely break a trillion dollars in market capitalization. As for every new public chain being called an Ethereum killer, just listen to it. Every public chain compares itself to Ethereum as a competitor, which makes you even more inclined to buy Ethereum. This analogy is similar to how some domestic new energy brands always compare themselves to Tesla.