2025-12-27 13:26:33

There's an interesting perspective worth discussing—the infrastructure of blockchain.

Tom Lee, co-founder of Fundstrat, has been speaking frequently recently, with the core logic that Wall Street institutions are starting to tokenize traditional assets. Stocks, bonds, and other assets are no longer just circulating within traditional financial systems but are gradually migrating onto the chain. As this process accelerates, the demand for blockchain infrastructure that supports these assets will explode. Ethereum, as the most important foundational layer, naturally takes the lead.

Tom Lee has made specific predictions: ETH could reach $7,000–$9,000 by early 2026, with a longer-term target of $20,000. It sounds a bit bold, but from another perspective—if institutions really start onboarding at scale—this logic is not impossible.

However, this also requires several prerequisites: a stable regulatory framework, improved user experience, and continued strengthening of network security. Let’s see how this will evolve together?

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ShibaSunglasses

· 4h ago

Tom Lee is bragging again, how many institutions need to go on-chain for $20,000? --- If RWA can really take off this time, the infrastructure layer will definitely soar. The question is, when will the regulatory hurdles truly be cleared? --- I believe in $7,000-$9,000, $20,000 is a bit of an exaggeration, but who knows, I'm just holding. --- Institutions going on-chain sounds great, but honestly, user experience with Ethereum is still terrible, and fees are still an issue. --- Wait, no, this logic seems to suggest that if stocks and bonds go on-chain, it will push ETH higher. What about other chains? Isn't Solana attractive? --- It's always the story of infrastructure exploding. When will we really see the money? --- Is the regulatory framework stable? Ha, when will that happen? Tom is too optimistic. --- So many prerequisites basically mean a bunch of unknowns, but the logic that the infrastructure layer benefits definitely makes sense. --- I'm just waiting to see when Wall Street will really jump in en masse. For now, it's all talk.

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MetadataExplorer

· 17h ago

Tom Lee is back to hyping things up, but this time it seems like there might be some substance. On-chain institutional adoption is indeed a direction, but that $20,000 prediction... to be honest, it's a bit far-fetched. Without overcoming regulatory hurdles, everything else is pointless. I agree that infrastructure demand will surge, but the prerequisite is that people actually use it.

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FlippedSignal

· 17h ago

Tom Lee is back to making bold predictions, but this time the logic is indeed solid. Institutional on-chain adoption is truly a major trend. No hype, no negativity. The expectation for ETH is a bit aggressive, but the infrastructure position is undeniable. The key still lies in regulation. Without a stable framework, everything else is just empty talk. Let's just watch and wait. Speaking of which, if we really have to wait until early 2026, who knows what can happen in these two years. Institutional tokenization sounds great, but I'm afraid it might end up just another centralized system. When will it truly go on-chain?

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SnapshotBot

· 17h ago

Oops, the institutional on-chain thing has been talked about for years, it all depends on who can actually push it forward. Tom Lee's numbers sound a bit crazy, but if asset tokenization really takes off... the potential is indeed quite large. The key is for regulators not to mess things up, and the user experience also needs to keep up, otherwise all the optimism is pointless.

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governance_ghost

· 17h ago

Tom Lee is back with another big move, but this time the logic is quite solid. If institutions really start large-scale tokenization, the infrastructure layer definitely needs to keep up. --- 20,000 USD? Ha, I’m just waiting to see how the regulatory hurdle gets cleared. --- Honestly, RWA is still mostly theoretical at this stage, but it’s definitely a direction. --- Ethereum is eating the pie, while other public chains are just sipping soup. --- Not a single prerequisite can be missed, especially that "stable regulation" — 🤦 Don’t joke around. --- Waiting for the day Wall Street really gets moving. --- Where did the number 7000-9000 come from? Feels like Tom Lee just loves making these far-fetched predictions. --- If this really happens, those holding ETH now would be laughing their heads off.

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