Tom Lee: Ethereum is the most important super cycle story in the next 10-15 years

Tom Lee, Chairman of BitMine and co-founder of Fundstrat, states that Ethereum is poised to be one of the most important supercycle stories over the next 10-15 years. He highlights its resilience as a censorship-resistant smart contract platform that has remained 100% online since inception.

  • A key driver for growth is enterprise adoption; if a company holds just 5% of the supply for its treasury, it can trigger a "power law" effect.
  • This not only benefits the company but also enhances network security through staking and can catalyze prosperity across the entire DeFi ecosystem, making such a company a "kingmaker."
  • Lee emphasizes that Ethereum still possesses massive upside potential, comparable to investments with 100-fold returns, which has been overlooked in the past five years but is now gaining recognition with increasingly positive developments.
Summary

Tom Lee, Chairman of the Board of BitMine and co-founder of Fundstrat, stated that Ethereum will be one of the most important supercycle stories of the next ten to fifteen years. As a smart contract platform, Ethereum is censorship-resistant and resilient, and has remained 100% online since its inception.

He explained that when a company establishes a treasury business on Ethereum and holds a sufficient share (e.g., 5% of the supply), it triggers a "power law" effect: not only does it have a positive impact on the company itself, but it also enhances network security through staking and has the potential to drive the prosperity of the entire DeFi ecosystem. Such a company will become the "kingmaker" in the ecosystem.

Tom Lee pointed out that just one or two investments with a 100-fold return can change one's destiny, and this is the essence of crypto. He believes that Ethereum still has such huge upside potential, but it has been ignored by many over the past five years. But now, more and more positive things are happening.

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Author: PA影音

This content is for informational purposes only and does not constitute investment advice.

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