What to Know:
-
Tom Lee says Ethereum is the “truly neutral chain” likely to be favored by Wall Street and Washington.
-
Predicts ETH could hit $10K–$15K during a 10–15 year supercycle despite current price decline.
-
BitMine aims to hold 5% of Ethereum’s supply, betting big on ETH’s future as a financial backbone.
In a recent speech at Korea Blockchain Week 2025, Tom Lee, co-founder of Fundstrat and chairman of BitMine made bold predictions about Ethereum’s future. He described Ethereum as a “truly neutral chain” and said it is likely to be the platform of choice for Wall Street, Washington, and AI-driven token economies for years to come.
Ethereum: The Chain That’s “Truly Neutral”
Lee argues that for big institutions like banks, funds, governments neutrality is essential. No bias, no favoritism. He says Ethereum fits that mold better than most. Because it has been reliable with minimal downtime, Lee believes Wall Street will use Ethereum as its preferred blockchain.
He also suggested that under the Trump administration, political backing might increasingly favor Ethereum over other chains. In his view, the token economy powered by AI and robotics will largely build on Ethereum.
Supercycle: A 10–15 Year Boom?
In an interview on Global Money Talk, Lee foresees Ethereum entering a “supercycle” lasting 10 to 15 years. That is, a long stretch of sustained growth, not just short bursts of excitement. He thinks this cycle may be driven by how financial systems, AI projects, decentralized apps, and corporate treasuries adopt Ethereum over time.
He highlights how market forces are already “picking winners.” Ethereum, in his view, is among those being chosen. He expects that while Ethereum still has development ahead, its underlying strengths make it a top contender for long-term dominance.
Bold Price Predictions
Lee did not shy away from price forecasts. He expects, Bitcoin (BTC) to reach anywhere between $200,000 and $250,000 by the end of the year and Ethereum (ETH) to climb to $10,000 to $12,000. Moreover, Lee says Ethereum’s “true price discovery” could be in the $12,000 to $15,000 range, meaning that even those numbers may not represent the ceiling. He also emphasizes that reaching those levels would not be the peak, but part of a longer upward trend.
At the time of writing, ETH is trading around $4,173, according to CoinMarketCap. The token has fallen 0.58% over the past 24 hours, extending a 7% weekly decline after recently hitting an all-time high. Analysts say the drop is being driven by a mix of leveraged liquidations, ETF outflows, and bearish technical signals. More than $500 million worth of long ETH positions were liquidated in the past 24 hours, creating a cascade that amplified selling pressure but Lee remain positive.
BitMine’s Role & Growing ETH Holdings
Under Lee’s leadership, BitMine is placing big bets on Ethereum. Its crypto and cash holdings recently crossed $10.8 billion, with about 2.15 million ETH in its treasury.
Earlier, the company had reported holdings of over $8.8 billion, making it one of the largest corporate holders of Ethereum. Lee and BitMine are aiming to hold up to 5% of Ethereum’s total circulating supply, a massive goal that underlines how seriously they view ETH’s role in the future of finance.
BitMine is transitioning from being a mining company to effectively becoming an Ethereum-focused treasury. Lee expects this strategy to yield strong returns, especially as institutions and governments start to lean more into blockchain infrastructure.
What’s Next?
It’s important to remember that Lee’s vision is interesting but not certain. Regulatory pressures in the U.S., Europe, or Asia could make it take longer for people to adopt. There could also be delays in progress because of technical problems or problems with Ethereum’s ability to grow. Other blockchains might come up with new ideas faster and go after the same institutional interest. And of course, things that happen in the world economy as a whole, like rising interest rates or a recession, could have an effect on all of the crypto markets.
Lee’s words, on the other hand, show that he is very sure. He is not just sharing an opinion; he is also putting a lot of money behind it because BitMine is heavily supporting Ethereum.
Also Read: Bitcoin ETF Outflows Hit 104M, More Pain Ahead for BTC Price?
