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Seize a espresso as Ethereum returns to the headlines with large predictions. Some say the following surge is simply across the nook, whereas others warn that hidden assumptions and lengthy timelines may make the hype extra difficult than anticipated.
Immediately’s Crypto Information: Analyst Rejects Tom Lee’s $60,000 Ethereum Prediction
Tom Lee of Fundstrat not too long ago made headlines along with his daring prediction that Ethereum (ETH) may attain $60,000 within the close to future.
Crypto business executives cited the migration of real-world belongings (RWA) to blockchain as a key driver of this alteration.
“The overall measurement of the world’s monetary markets is 200 trillion, possibly much more. How a lot of that might be on the blockchain? In response to Larry Fink, the concept is to maneuver 100% of this onto the blockchain. Meaning trillions of {dollars} of belongings might be moved onto the primary layer blockchain,” he mentioned.
Lee shared his views in an interview, positioning Ethereum as a possible world monetary funds layer.
Lee mentioned Ethereum’s market capitalization of about $440 billion pales compared to the $200-300 trillion in world monetary belongings, together with shares, bonds and actual property.
Lee means that shifting even a small portion (0.5% to 1%) of those belongings on-chain may improve Ethereum’s community worth a number of occasions over. In his opinion, this justifies his $60,000 objective.
He additionally highlighted Ethereum’s robust validator community, decade-long uptime, and alignment with Wall Avenue’s rising curiosity in tokenization as key tailwinds supporting long-term progress.
Nonetheless, cryptocurrency analyst BitWu criticized Lee’s predictions, saying they relied an excessive amount of on what he known as the “traditional RWA narrative.” The analyst warned that Lee’s mannequin is predicated on two hidden assumptions.
- All real-world belongings might be anchored to the Ethereum mainnet, and
- The worth of Ethereum will immediately mirror the amount of funds.
BitWu argues that whereas each assumptions are “affordable,” they oversimplify the distinctive mixture of macroeconomic components, regulatory readability, and infrastructure maturity that can in the end decide Ethereum’s trajectory.
“60,000 USD of ETH is okay (however not this yr). I believe it is doable in about 3 years! Why would I say that? I believe the true breakout level for RWA will most likely be in 2026-2028, relying on the macroeconomic rate of interest cycle + regulatory readability + on-chain infrastructure (particularly L2 and compliant chains) maturity,” BitWu defined.
He emphasised that the RWA development is much less about short-term value spikes and extra about Ethereum’s long-term standing as a basic monetary infrastructure.
Ethereum’s long-term promise and short-term hype
Within the interview, Lee additionally highlighted Ethereum’s distinctive place as a wise contract blockchain that allows tokenization past a easy digital greenback.
He highlighted stablecoins, which allow installment funds and transaction finality, as a breakthrough product this yr. Primarily based on this, Fundstrat executives steered that future tokenization may prolong to shares, bonds, actual property, and even prediction markets.
Each Lee and BitWu agree on Ethereum’s long-term potential, however their disagreement lies in timing and scale.
Alternatively, Lee frames the chance as mathematically sure as soon as an adoption happens. In the meantime, BitWu warns that implementation might be gradual and restricted by regulatory, macroeconomic, and technological realities.
In the meantime, this isn’t the primary time that Tom Lee’s Ethereum predictions have been dismantled. In a US Crypto Information publication in late September, Andrew Kang challenged Tom Lee’s bullish ETH idea, calling it “financial ignorance.”
right now’s chart
Ethereum (ETH) value efficiency. Supply: TradingView
Byte measurement alpha
This is a rundown of US crypto information to observe right now.
- High 5 altcoins with vital occasions value noting this week: ADA, INJ, LINK, LDO, XRP.
- Crypto funds excluding Solana and XRP suffered losses of $1.2 billion as a result of US financial downturn.
- Three macro indicators have reversed, and November and December have been determined.
- Inexperienced Mild for ETF? Authorities Shutdown Settlement Might Trigger Large Rise in XRP.
- Three indicators have emerged that trace at the potential of altcoin season coming this November.
- The person who as soon as made the state of Ohio pay taxes in crypto simply misplaced $1.2 million on Bitcoin choices.
- Three notable tokens are scheduled to be unlocked within the second week of November 2025.
Pre-market overview of digital foreign money shares
Crypto market open race: Google Finance
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