저자: TomLee · 외국인
요약 보기
톰 리는 이더리움이 기관 채택·시장점유율·스테이킹 집중도 측면에서 경쟁 L1 대비 압도적이라며 연말 $10,000 도달 가능성을 언급. 기관 포트폴리오 2~10% 배분 확대와 디앱 기반 토큰 소각·공급 축소를 근거로 제시. 비트코인은 50일선 반등, 반감기 후 사이클, RSI 반전 등 차트 근거로 강세 전망, 단기 반등 가능성을 언급.
다듬은 글
ETH at $10,000 by the end of the year. What is your opinion on this? Do you think we will reach $10,000 by the end of 2026? You won't believe that it was Tom Lee who just spoke about the future of cryptocurrencies on CoinDesk's live broadcast. He simply and clearly explains in less than 4 minutes why the price of Ethereum is about to literally skyrocket.
To some extent, Ethereum, Solana, Avalanche, and even Canton—they all actually work towards the same goal. That's not even close, right? Ethereum is apparently almost 20 times larger than the next largest first- level blockchain. We will compare his words with current market data. And what I really like about this video is that CoinDesk hosts Jen and Eleanor aren't afraid to argue with Tom Lee and his point of view.
Lee is forced to compete with these two titans, trying to convince the hosts and the audience that Ethereum is now the best buy not only among cryptocurrencies, but also in all markets. I mean, I'm not sure you phrased it correctly. Ethereum has not lost any market share. I don't understand what you mean by they lost share.
In fact, I think they even increased it. In this clip, he explains his three good reasons. First : why Ethereum's huge market share will persist. If you look at all the projects, whether it's JP Morgan or BlackRock, 99% of them run on Ethereum. Second: why institutional investment will continue to grow.
Many financial institutions already provide specific, you know, asset allocation recommendations, and it's anywhere from 2% to 10%. Third: why digital treasuries continue to accumulate ETH. I think that over the next 12-18 months, all developers, not just Bitmain, will significantly increase their purchases of cryptocurrencies.
So, in just 3 minutes and 55 seconds, this is the complete justification for why you should buy Ethereum today in Q4 2026. We'll talk about what's next for Bitcoin and the overall crypto market in the short term right after this video. But to understand why the price of Ethereum really should explode in the next 12 months, this is your complete guide, explained by Tom Lee.
Don't be the one who ignores this. Click the "like" button , support the content , share this video with a friend, be attentive and don't be afraid to take notes . ETH at $10,000 by the end of the year. Uh, what's your opinion on this ? Do you think you will reach $10,000 by the end of 2026? I wouldn't be surprised.
I think this will be one of the biggest crypto cycles. So, I don't know if it will happen by the end of the year, but within the next 12 months, I think the price of ETH will be well above 10,000. Tell us about how Ethereum is maintaining its market share. What needs to happen for it to retain market share, remain competitive, and maintain first-mover advantage?
Listen, I'm not sure you phrased the question correctly, because if you look at the projects, from JP Morgan to BlackRock, 99% of them are on Ethereum. So, Ethereum did not lose any share. I don't understand what you mean by "loss of share". In fact, I think they've increased it, because if tokenization is the next wave, then only one blockchain dominates.
Yes, I just want to rephrase that question. So yes, Ethereum has the largest share, but competitors are hot on its heels. We talk to various firms at conferences like this one that are betting on Solana or Avalanche. The question is how can Ethereum remain competitive and be a market leader? Well, any industry is competitive.
Therefore, I think we should expect competition. First of all , crypto projects don't compete with each other as much as they do with traditional finance, right? And with traditional systems. So in a sense, Ethereum, Solana, Avalanche, and even Canton are all working towards the same goal. Ultimately , they will represent a new financial system.
But if you look at the number of developers, the comparison is not even in favor of others. Ethereum is apparently almost 20 times larger than the next largest L1 blockchain. And if you look at the diversity of staking, which is the foundation of network security, it is incredibly diversified. There is no concentration there, but in other L1s, one organization can provide 70% of security.
So is a network decentralized if 70% of its security depends on a single entity, or is it centralized? Therefore, I believe that there is currently no other blockchain that is as competitive as Ethereum. What is your institutional crypto investment allocation model for a balanced portfolio for next quarter?
Many financial institutions already provide clear recommendations, and the proportion in portfolios varies from 2 to 10%. If you look at the Fundstrat institutional universe, it's maybe 5 % or even 2%, meaning the vast majority of institutional investors don't have crypto assets in their portfolios.
And it was the best-performing asset in the third quarter by a huge margin. That is, Ethereum grew by 65%. The S&P remains almost unchanged. I think we'll see a huge turnover in the fourth quarter. I think that over the next 12-18 months, all decentralized applications, not just Bitmain, will significantly increase the volume of cryptocurrency purchases .
Therefore, I believe that cryptocurrencies with decentralized applications will show the best results, because these applications actually redeem the crypto and remove it from circulation. Ethereum decentralized applications currently own a total of 7% of the entire supply. This is more than in the case of Bitcoin or Solana.
I think that in this " bullish" cycle, this figure could well reach 15%. We can look at the data on what is happening in the market right now and confirm that Ethereum’s supply dynamics continue to tighten. Only 13.6% of Ethereum remains on centralized exchanges. ETH staking continues to grow. ETH volumes in DeFi also continue to grow .
So, more and more ETH is being used in the ecosystem, while there is less and less of it on exchanges. We see huge financial institutions like JPMorgan Chase not just betting on crypto, but choosing the Ethereum blockchain. In fact, the world's largest banks continue to choose both Bitcoin and Ethereum, building and offering crypto services.
Press the "like " button if today's information was useful to you. Let's discuss what's in store for Bitcoin and the crypto market in October, November, and December, the end of the year. Bitcoin is pushing back from its 50-day moving average. Historically, this indicates that a bull market has begun.
Similar to mid- 2020, Bitcoin is about to exit its cyclical correction. Do you remember that mid- cycle correction in 2020, when Bitcoin recovered from what became the low of that cycle? We had a small correction and consolidation. The same thing is happening now, as we are in the same week from high to low, at the same point of the "bullish" crossing of the 20- and 50- week moving averages.
Looking back at the beginning of this year, do you remember what happened last time the market was so tight? Bitcoin broke this trend line. He quickly walked upstairs. And we know that about 41 days ago, Bitcoin formed a “golden cross.” Interestingly, Bitcoin is currently significantly behind its historical median .
And if Bitcoin retraces to the mean , that's a 5–20% increase from its current level. According to Bitwise research, if history is any guide, expect a Bitcoin rally to begin in the coming weeks. You see where Bitcoin is today. This is the price of Bitcoin after the halving cycle. At the same time, in previous cycles, the bull market was starting to gain momentum.
Look at this. Bitcoin's weekly RSI downtrend is about to break and move up. And the last two times this happened, Bitcoin soared by 150%. Fidelity's head of global macroeconomics says Bitcoin could be entering a new " bull" market. As I share this chart, I will say: there are many reasons to be optimistic about quality cryptocurrencies, my friends.
The whole world and everyone around is optimistic about AI, but cryptocurrency is not being paid attention to yet. Subscribe to Altcoin Daily, join the team. We release one video every day to keep you updated. If you want to earn more from cryptocurrency, subscribe to our channel. Watch every day . See you tomorrow, friends.
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