Tom Lee is a huge believer in Ethereum. He was that way with $BTC, not that he has turned on that. Simply put, he believes the alpha will be with $ETH.
What do you think? What is out there that could support that happening?
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Tom Lee’s optimism on $ETH is compelling. I think Ethereum’s edge lies in its ecosystem—smart contracts, DeFi, and NFTs drive real utility. If adoption keeps surging, especially with institutional interest, the flip could be plausible. Thoughts on what might accelerate this?
Use case is the ultimate driver. It is a network at its core. Making these networks as valuable as possible will lead to higher prices by the market.
Ethereum could dominate in the stablecoin and RWA tokenization market. That is something to watch. Does it go there or other chains?
Leo needs to focus upon building its own decentralized components to help feed into this.
Totally agree on use case being the key driver. Ethereum’s potential in stablecoin and RWA tokenization is massive—recent data shows ETH stablecoin supply at $162B. If it captures more institutional interest, it could outpace others.