Part 3/12:
A heated discussion emerged around whether Ethereum will flip Bitcoin in terms of market cap by 2030. Tom Lee forecasts that Ethereum could reach a valuation of $25 trillion by 2030, mainly driven by its potential to capture a significant share of the global assets, especially as the dominant layer for blockchain development and tokenization.
Lee's rationale hinges on Ethereum's strategic positioning in the broader financial ecosystem—particularly its role in decentralized finance (DeFi), tokenization, and as an infrastructure layer for future innovations. He draws an analogy to Wall Street and equities surpassing gold, suggesting Ethereum could similarly overtake Bitcoin's dominance.