🇺🇸 Tom Lee predicts that Ethereum will reach $15,000 in December, and a return to $60,000 is currently a reasonable price to expect!
I looked at his logical model, which is a typical RWA Narrative logic:
Global financial assets need to go on-chain → BlackRock is also starting to do RWA → If even a small portion of assets settle on Ethereum → ETH will rise to $63,000+.
Current market cap of ETH: $440 billion USD, while global financial assets (stocks, bonds, real estate, etc.) are approximately $300 trillion.
If 0.5% to 1% of assets go on-chain → ETH's market cap could multiply several times → $60,000 for ETH is not a problem!
However, there are two "implicit assumptions" here:
Assumption 1: All RWA will go on the Ethereum mainnet;
Assumption 2: ETH price = Ethereum settlement volume;
Is this reasonable?
Quite reasonable!
But this time frame is hard to estimate!
This year, it’s difficult!
In about three years, I think it’s possible!
Why do I say this?
The real explosion point for RWA,
I believe may be between 2026-2028,
Depending on the macro interest rate cycle + regulatory clarity + maturity of on-chain infrastructure (especially L2 and compliant chains).
RWA = long-term endogenous growth of the Ethereum ecosystem,
I deeply agree with this,
And I also recognize that this is the best narrative to transform Ethereum from a "tech asset" into the "global financial infrastructure."
Therefore, what RWA truly changes is Ethereum's status, not short-term prices. When the Federal Reserve releases liquidity again and institutions start to custody assets on-chain, Ethereum's role will shift from "tech asset" to "global financial settlement layer."
At that moment, ETH reaching $60,000 is a mathematical problem, not an emotional one.
Tom Lee is quite reliable, but he is being vague about the time frame; however, looking back in the future, this year may indeed be the best time to buy Ethereum!
Because the explosion of RWA is just a matter of time, and RWA can only explode on Ethereum!
Everyone should have 10 ETH!
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