Tom Lee: “Everyone Is Wrong About What’s Coming Next for Ethereum” [New 2026 Prediction]

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Tom Lee thinks Ethereum is not just another smart contract platform, it is the backbone of a coming tokenization supercycle that could reshape global markets. In this video we break down his latest thesis from four angles, using key clips from his new interview and adding our own commentary for serious crypto investors.

We start with his Bretton Woods analogy and why he believes stablecoins are this cycle’s “off gold” moment for the dollar, laying the blueprint for tokenizing everything from treasuries to equities. From there we dig into why ETH looks broken on the chart despite a massive long term opportunity, what Tom and Tom DeMark see in the recent price action, and why a bleed toward 2,500 dollars may actually set up a powerful buy.

Then we zoom out to Ethereum’s role as Wall Street’s operating system, covering tokenized stocks, 24/7 markets, PolyMarket style native products, and why Tom is willing to bet on ETH by owning 3 percent of the supply through Bitmine and targeting 5 percent. Finally we look at the macro backdrop, the Fed’s political trap, and how that feeds into Tom’s targets of 7,000 to 9,000 dollars for ETH by the end of January, with a longer term supercycle path toward much higher valuations.

In this video you will learn:
Why stablecoins are the gateway to a full tokenization wave
How Tom frames ETH volatility and the 2,500 dollar downside level
Why Ethereum is positioned to lead tokenized finance over other L1s
How DATs like Bitmine fit into the new capital stack
The macro conditions Tom is watching and the ETH price targets he is working with

#Bitcoin #Crypto #Investing

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Tom Lee: “Everyone Is Wrong About What’s Coming Next for Ethereum” [New 2026 Prediction]