저자: GoodEveningCrypto진행자—주발언대상은TomLee · 외국인
요약 보기
Tom Lee 인용 기반으로 2026년 가을 시작될 암호화폐 강세장을 주장. 이더리움 $50,000(시총 $6T) 전망을 근거로 XRP $50(시총 약 $3T) 가능성 제시. PayPal·Venmo가 Paxos를 통해 XRP 접근권을 확보한 것을 제도권 유입 근거로 강조. 토큰화·세대 간 자산 이전·AI 에이전트 수요가 강세 촉매라고 주장. 영상 말미에는 iTrustCapital 가입 유도(광고 성격).
다듬은 글
Massive update for American crypto investors: Tom Lee just predicted that we are on the cusp of the biggest crypto bull market in history, set to begin in the fall of 2026. Well, in today's episode, we'll break down the institutional catalyst that we believe will drive trillions of dollars into the crypto market.
The most prominent example of this is that PayPal and Venmo now have access to the XRP token thanks to a new integration with Paxos, which we will take a closer look at today. Since Tom Lee predicts that Ethereum could reach $50,000 by the end of this cycle, we will take the time to discuss whether the XRP token can at least reach $50 during this period.
Hello, and welcome to another episode of Good Evening Crypto, your favorite crypto news channel. If you like this content, hit the like button and subscribe, as you will receive updates every day at 5:30 PM Eastern Time. We wo n't waste any time and jump straight into the content we have prepared for today, but I advise all our listeners to stay until the end of the episode to understand how the altcoin market we have all been waiting for is finally starting in the fall of 2026.
But to start off today's show, I wanted to remind you of some of the updates from Tom Lee that we've been providing throughout the week. As reported earlier this week, Tom Lee predicted that Ethereum would reach $50,000 by the end of this bull market cycle. This means a market capitalization of $6 trillion for Ethereum alone.
So my guess is that if Tom Lee is predicting Ethereum at $50,000 during this rally, that sets the stage for the XRP token to be worth at least $50. Now, how do I get this number? Today, XRP's market capitalization is around $100 billion, while Ethereum's is around $300 billion. If Ethereum reaches a market cap of $6 trillion, that would mean the XRP token would be worth about $2 trillion if we maintain this value correlation.
So, looking at market cap versus XRP price, if we see XRP at $50, that would be a $3 trillion market cap, and a $42 price would put us at the $2.6 trillion needed to stay at 1/3 of Ethereum. Why does this create an extremely bullish picture for XRP? Because the altcoin market we were all waiting for didn't happen in 2025.
Many of us have been waiting for this moment of euphoria when we will see a peak on the XRP price chart and everything will go up throughout the Trump administration. Well, now we enter a completely different situation. We came out, tested the previous all-time high and got rejected in 2025, and now we have just completed a bear market structure where XRP is starting its next bull run with support at the dollar level.
If we see a movement even remotely similar to what we saw in 2017, I think not only $50 XRP is possible , but triple digits, depending on how much money comes into this sector. But I want to hear from you. Do you believe we will see XRP at $50 before it’s all over? If so , press like. If you disagree, share your thoughts below the video.
But it's very important to remember: if you believe in XRP at $50, that means you expect a market capitalization of $3 trillion for the XRP token alone. But recently, since the Clarity Act failed to pass, most of our investors are asking : "What will drive this new price movement in the XRP token?" And I believe that this article, which we will now look at, is a prime example of why this " bull" market will be different from anything we have seen before.
And that's exactly what we see in this update from Paxos. If you don't know what Paxos is: PayPal and Venmo already use their cryptocurrency services through the Paxos platform. This means they buy, sell, and store cryptocurrencies through Paxos. Paxos provides storage, licensing, transaction execution, and settlement for all of these digital assets, while applications display these assets under their own brands.
An example of this is PayPal's stablecoin pegged to the US dollar, which is issued by Paxos, and now the XRP Ledger Foundation is featured on both platforms. Until today, XRP was not available on the Paxos platform. So companies like PayPal and Venmo couldn't transfer their customers to this asset .
But officially, starting today, they have gained access to XRP. Partners like PayPal and Venmo can buy, sell, store, deposit, and withdraw XRP tokens using the same API keys as for other assets. No new custodial providers, separate exchange relationships, or infrastructure restructuring are required to support this use case.
The most exciting thing right now is that with major payment providers like PayPal and Venmo now having access to the XRP registry, I am convinced that it is only a matter of time before we see the XRP token on both of these platforms. So, to explain to our listeners as simply as possible what's going on here: Paxos, the regulated payment system behind PayPal, Venmo, Interactive Brokers, Charles Schwab, and many others, these companies are not creating their own crypto exchanges.
Instead, they rely on experts and launch their assets through companies like Paxos. Until today, XRP was not available on the Paxos platform, so even if they wanted to offer this product, they did not have the opportunity to do so. But now they can officially buy, sell, store, deposit, and withdraw XRP in the same regulated way they have been using for years.
This is important for the asset owner for several different reasons. First, there are more places where you can actually buy XRP. Once PayPal and Venmo integrate this product, they will reach hundreds of millions of new users, and I'm sure a significant percentage of them will want to access digital assets.
If PayPal or Venmo decide to add XRP to their wallets, it will open up huge opportunities for people who simply don't know about this token or how to purchase this asset. This distribution channel for XRP has not had the proper infrastructure until today. And if you look at it from an infrastructure perspective, it also provides a much simpler implementation process for institutional clients.
This is a cleaner way for institutions to own the XRP asset. Banks and brokers who previously did not want to hold their coins on an exchange can now store XRP within a federally registered trust. This is exactly the mechanism that compliance departments have been waiting for, and it has finally arrived in the United States.
More approved platforms usually mean more applications over time, which increases demand for the XRP token and its liquidity. If they gain access, every new platform will be able to use XRP, and this will make XRP’s presence broader than ever before . So, if you're excited about this, hit the " like" button and write to me under the video.
Do you believe it’s only a matter of time before companies like PayPal and Venmo start offering XRP to their customers? So, now that you understand my optimism about the XRP token, I'm sure it's only a matter of time for companies like PayPal and Venmo before they start implementing this product for themselves.
Now we'll listen to expert Tom Lee explain why this "bull" market could be the biggest rally we've ever seen in history. He speaks about this not only from the perspective of the influx of new money into the market , but also from the perspective of return on investment . And for our investors, this is where this conversation gets really interesting.
If such an expert can predict that Ethereum's market cap will reach $6 trillion , then I'm sure he can imagine that XRP will reach at least $1 or $2 trillion. And if the market capitalization of the XRP token reached $2 trillion, the price of one XRP would be around $35. So keep that in mind as we explore this review, where Tom Lee focuses on the growth of Bitcoin and Ethereum, although many of these concepts can be applied to the XRP network as well.
But with that in mind, we'll now show this short clip and analyze it. Here he is. So, we believe that this cryptocurrency bull market should be bigger than previous cycles. In essence, this is the biggest bull market we have ever seen . And I will give you a few reasons. The first is tokenization. In our view, tokenization is a much more powerful driver than in previous growth periods.
In 2016-2017, there was an ICO boom, mainly among retail investors. Between 2019 and 2021, these were NFTs, also predominantly retail. Last year was a boom for stablecoins, but it was interrupted by a massive deleveraging/ auto- deleveraging event on October 10th. But now everything is different. BlackRock wants to transfer most of its assets into tokenized asset format.
Vlad Tenev from Robinhood says we are at the beginning of a supercycle. In fact, he believes that everything that runs on traditional rails will eventually go online/be tokenized. And this is a huge market to reach. The total volume of liquid assets in the world is about 200 trillion . But just three major categories—stocks, bonds, and loans— account for 160 trillion.
For every dollar that has been tokenized or placed as TVL on the L1 blockchain, about $1 of value is created for the blockchain. So, if 10% goes online, it will create a $16 trillion market. And of course, as you can see, a lot of this is being built on Ethereum, whether it's BlackRock or JP Morgan or even Robinhood.
Additionally, Ethereum has the advantage of having the deepest community. There are more developers here than on all other blockchains combined. And this is what I emphasized during our morning live broadcast, friends, but for the first time, this narrative is not just about the Ethereum network, as the XRP Ledger is now ahead of Ethereum in commodity tokenization.
And as we watch everything become tokenized— stocks, bonds, stablecoins, property rights, everything moves onto these public blockchains—that's exactly what the XRP Ledger was built to thrive on. And right now, in 2026, the XRP Ledger has recorded over $2.2 billion in net inflows, while Ethereum has only attracted $1.6 billion over the same period.
And I am convinced that the growth rate of the XRP Ledger will only increase and become more popular as this asset class expands. But I wanted to point this out because one of the main reasons he's so bullish on Ethereum is that he sees this network as the one that will dominate the tokenization narrative .
But I think it is the XRP Ledger that will really dominate and get the most growth from the tokenization of this asset class. So, this is a wave of tokenization. It is institutional, unlike previous waves. Secondly, there is an element of wealth transfer. Platenus recently mentioned that a hundred trillion dollars of wealth transfer is underway, and I think many investors don't realize that it's already happening.
For example, in the last three years alone, look, over a trillion and a half dollars have been inherited from deceased individuals, probably by baby boomers, millennials, or Generation X. And that, of course, changes the structure of their assets. During the crypto bull market of 2019-2021, there was inheritance, but the effect was insignificant— about $450 billion .
But look at this upcoming bull market. One and a half to two trillion dollars can be inherited. Again, a clear reallocation from loans to digital assets and stocks. I think a significant portion of this distribution is coming from private equity and private lending, which will face enormous difficulties as yields rise.
And remember institutional FOMO, because if cryptocurrency was the most effective macro asset in the face of tightening financial restrictions, imagine what will happen in the fourth quarter when the bull market begins. DApps will also contribute to the larger bull market. DApps are friends in a bull market.
Although many question the role of DApps, especially since only four DApps are trading above NAV , including Bitmain. These other DApps will recover during a bull market. So think about it. They will absorb the offer . So, during a bull market, all decentralized applications support first- level blockchains.
For example, Ethereum applications collectively hold $21 billion in the Ethereum cryptocurrency. This is 7% less than the network's available offer. And in previous periods of market growth, there was no structure that could absorb so much supply. So guess what? If demand is recovering and supply has decreased, we should expect significant price changes.
And remember that cryptocurrency is a derivative of the history of AI development. We've talked about this before, but while memory and chips were being adjusted, the Big Seven software and crypto assets were supposed to grow, and that's exactly what happened. And we know why. Agents will use digital wallets, and their share of total traffic is constantly growing.
And, of course, we should be concerned about their capabilities. We have to keep people under control. And, of course, that's why cryptocurrency plays a role here. So with all these positive narratives working in favor of the crypto industry, I truly believe this is the supercycle we have all been waiting for.
We have a regulated asset class, we have the effect of compound interest, and perhaps most importantly, cryptocurrency has become synonymous with finance like never before. Traditional financial companies are massively adopting these technologies, and once giants like Charles Schwab and BlackRock start promoting altcoins, we will see a dramatic expansion of this market.
Therefore, I, like Tom Lee, am convinced that the final stage of this “AI trading” will eventually spill over into the crypto market, and this will become the narrative that will push this asset class from $2 to $5 trillion, and eventually to ten trillion for digital assets like XRP, which will not only break all-time highs, but will also likely achieve goals much higher than the average investor expects.
But if you like this crypto content, like it , subscribe to the channel, and see you in the next video. So, if you want to implement the same strategies that we do here at Good Evening Crypto, I advise all our listeners to click on the iTrustCapital link below and sign up to benefit from tax-free cryptocurrency profits.
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