Tom Lee, veteran buying and selling analyst, Fundstrat co‑founder, and the strategist behind BitMine’s Ethereum treasury technique, is as soon as once more championing Ethereum.
Throughout an interview with Mario Nawfal on X, Lee acknowledged how the broader crypto neighborhood appeared to desert Ethereum in favor of sooner alternate options like Solana and Sui. Nevertheless, institutional buyers, significantly Wall Road gamers, worth one thing much more essential, which solely Ethereum can present.
Retail Chases Pace, Wall Road Favors Reliability
Within the interview, Lee challenges the assumption that blockchain networks should prioritize transaction velocity above all. Relatively, he argues that institutional buyers, significantly Wall Road buyers, place a lot better worth on uptime and reliability, qualities that Ethereum has regardless of being slower at its base layer.
Lee stated that retail buyers deserted Ethereum as a result of they thought sooner was higher, main them towards high-throughput networks like Solana and Sui with seemingly superior economics. However in line with him, Wall Road thinks in another way. Establishments prioritize “100 % uptime,” as a result of they will at all times deploy on layer‑2 options to compensate for Ethereum’s base-layer velocity limitations.
Curiously, Lee pointed to staking as one other issue by which Ethereum is best than its counterparts. Based on Lee, staking isn’t nearly yield, but it surely’s about affect. “If Goldman stakes sufficient ETH, they’ve a constructive voice on the Ethereum itself and the way they improve,” he stated. Briefly, institutional stakeholders like Goldman Sachs would care extra about influencing Ethereum via staking, however this isn’t a weak spot.
Lee famous that many veteran buyers he not too long ago spoke with nonetheless see Ethereum as underperforming, not due to any technological shortcomings, however as a result of its worth persistently lagged behind Bitcoin for months. Nevertheless, this notion is now starting to shift with Ethereum’s worth motion since July.
After Ethereum broke previous $4,800, the energy in worth is enhancing confidence amongst crypto buyers, and this momentum may set the stage for a lot bigger progress for its worth motion within the close to future.
Ethereum Value Motion
Ethereum certainly has been on a outstanding upward arc since July. In late August 2025, the Ethereum worth smashed via its earlier all‑time excessive and traded above $4,880 for the primary time since 2021, earlier than lastly peaking at $4,946. This, in flip, noticed the Ethereum whole market cap nearly hitting the $600 billion mark
The rally wasn’t simply worth motion. It echoed structural shifts within the institutional influx dynamics into giant cryptocurrencies, particularly as seen within the efficiency of Spot Ethereum ETFs in comparison with Bitcoin.
Though Ethereum has since entered right into a correction path down to the $4,400 stage, the sentiment surrounding Ethereum remains to be bullish. Analysts have raised 12 months‑finish forecasts of Ethereum from between $6,000 and $12,000, primarily based on elevated institutional engagement and a constructive affect from the US Genius Act. On the time of writing, Ethereum is buying and selling at $4,390, up by 1.1% prior to now 24 hours.
Featured picture from Unsplash, chart from TradingView
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