원문 보기
Tom Lee is a big part of this equation, and I think, man, ETH has a big problem right now, and it's who the hell is going to buy this junk anymore? The fact that he bought out 5% of the offer did nothing. Nothing. Because I think right now, I was thinking about Ethereum, looking at my wallet, and I'm asking myself: do I really need to keep holding Ethereum?
Years and years of terrible results . I could take this and buy almost literally anything else on the market. Well, I mean, not literally everything in a row, but there's a lot on the market, and that would be better. There are a few things on my list that I could trade my ETH for: maybe more Athena, more Sui, or for example, opening a position in Near .
But I look at Ethereum now, and Tom Lee is a big part of that equation, and I think, man, ETH has a big problem right now , and it's who the hell is going to buy this junk anymore? Because here's the thing: Bitmain just acquired another 12,500 Ethereum. They have about 70,000 Ethereum left to buy before reaching the 5% target, after which, as Tom Lee said, they will no longer buy Ethereum.
That's it , the finish. Okay, that's a problem. Tom Lee just bought 5% of the Ethereum supply over the last 12 months, or maybe 14, it doesn't matter, and the price is now $2,300 or $2,400. The fact that he bought 5% of the offer did not yield anything. Oh, there was a brief hype around the news of his purchases in August or sometime last year, but what now?
Tom Lee will stop buying soon. Who the hell is going to buy Vitalik's coin after this, dude? This is a problem. And even if they do buy Vitalik's coin, is it really the best place for your money? It is possible that ETH will perform better than BTC, potentially 50% or even 100% higher than Bitcoin in this cycle.
I could have guessed that. I could have guessed that. It wouldn't surprise me, and it wouldn't be a bad thing. If you think Bitcoin will reach, say, $300,000 per cycle, as an example. Well, okay, that's a little more than 20% profit from the current level. So ETH will make 300–400% profit. Approximate numbers here.
So, in such a scenario, what do we expect? You know what? ETH 10 or 12 thousand? That's not bad. That's not bad. But, excuse me, if ETH reaches 10K, how much will Solana cost? 1000 bucks? Double the growth potential. And how much will NEAR cost? 100 bucks? This is 20X. This is 5 times the potential.
ETH may not be the best place for your money, especially since we need to find new buyers. Tom Lee is not buying. Who would even buy Ethereum today, dude? If you are American, this is for you. Offshore crypto platforms— some of them are like time bombs. Trading perpetual swaps via VPN is a risk of asset freezing.
This nonsense is officially over. You see, opening longs and shorts on crypto is now 100% legal in the US thanks to Hal She. Fully regulated by the CFTC with direct US bank transfers and up to 6X leverage on your favorite coins like Bitcoin, Ethereum, and Solana. No workarounds, no nonsense, no offshore counterparty risks.
Look, most sites will also rip you off on commissions. But when you sign up using the link below—and it's exclusive—when you use this link, you won't find a deal like this anywhere else. You instantly receive a minimum commission level of 0.01%. This is madness. Leaving a net profit in your account.
Moreover, make a $50 transaction, that's about one transaction, and you'll get 25 bucks for free. This is an instant 50% profit before you even make your first successful trade. Follow the link below, collect your 25 bucks and trade crypto long and short legally. No problems. No nonsense. Forward. And Tom Lee continues to stubbornly support Ethereum.
He said he expects ETH to peak around 25-50k in 2027. It's like, yo, tell me about 5% of Ethereum's supply without naming that 5%, dude. This is madness. I hope he's right, because if so, my investment in Bitmain will go to hell. I think there 's 20X the potential there. You don't even have to hold Ethereum.
Bitmain is probably the best option for a beta test anyway. If you're going to hold ETH, why not just buy Bitmain? You know Tom Lee is going to spin this [ __ ] to the fullest. This is an interesting, um, thing. I...if it gets to 25-50k per ETH, well, that's enough for you, Tom. Seriously. You can be bullish on ETH, man, but that's overkill, bro.
This...this is a huge number. Raul Pal says Ethereum is severely undervalued. This is exactly how I see the future of his team. Raul Pal, Fundstrat, and I share a fundamental belief that the transformation of global finance will create enormous demand for programmable blockchain infrastructure. Raoul makes a particularly important argument.
The value of Ethereum far exceeds the fees it collects today. The opportunity lies not simply in how much Ethereum is worth today, but in how much tomorrow's financial system may depend on it . This is an interesting point, because if ETH can meaningfully become the rails of global finance, it and its second- tier ecosystem, well, then it will be worth significantly more.
It will cost over $10,000, and Tom Lee is right. Maybe it will cost 20, 30, 40 or 50 thousand. In that case, owning Ethereum looks like a good bet. The problem is that we have all these other blockchains. Look, honestly, there aren't many of them, but let's say we have Solana, Sui, Near, and maybe a small handful of others that will capture some of that value as well.
Not everything will go to Ethereum. Now, if you follow the "Ethereum-maxi" view, they say everything should go to Ethereum. This is the only way. This is the only way, Lark. He should capture all the value, but he simply can't . Never exciting. Nothing is ever exciting. And I don't think it will be any different in this case.
Because even with low commissions, hey, think about it. Good. OK. AI agents, great. Yes, but Solana or Sui are much better suited for AI agents than Ethereum. Let's be realistic. ETF flows. My God , how many ads are on this page. ETF flows have been pretty brutal for Ethereum lately. Look at all these outflows.
We only had one day of inflow on October 13 , $24 million. Otherwise, it's been a real battle for Ethereum ETFs lately. This will change pretty quickly. Remember, just about six weeks ago we talked about how ETH ETFs were actually outperforming Bitcoin ETF inflows when speaking as a percentage of market cap.
Well, here we are on the other side of this process. Wall Street will come and go, and they will definitely buy Ethereum. They will likely be the number one buyer of Ethereum in the future. This will be Wall Street. If Tom Lee isn't buying, who the hell is going to? Probably ETF buyers on Wall Street.
And at some point they will move the price enough, but this is fickle money. We do, however, have more big " suits" with money that gain access. Charles Schwab launches Bitcoin and Ethereum trading for millions of customers. Good. Buy Ethereum. Charles Schwab clients buy Ethereum to send it to Tom Lee on the moon.
He is waiting for you. Deutsche Bank will soon launch Bitcoin and Ethereum storage for institutional clients. Okay, great. Deutsche Bank clients, buy ETH to send Tom Lee assets for a month. Look, the institutions are already here, this is from Matt Hogan. Institutions are really leaving. This is real.
This is happening. This cannot be ignored. This is true. And that's exactly what they'll buy, because for the average person who's just getting into crypto, buying Bitcoin and Ethereum is kind of boring. I mean, Bitcoin—okay, it's a legend . This is an original coin. This is Bitcoin, dude. But look at Ethereum.
I think he has a narrative problem because you look at Ethereum, what exactly are most people buying when they come here? What do they use? They don't use Ethereum that often. They use Solana. More and more people are constantly coming to the market, and they are choosing Solana. Money is definitely not loyal to any one blockchain.
Some of these old ETH "whales" have a certain loyalty to the network, you could say, but it's a very specific and small group of people. Most people coming in now don't think so, but investors at Charles Schwab and Deutsche Bank will probably come in and say, "Well , this is number one, this is number two." "These names look good." "I've heard of them before." "Let's allocate 1% of the family office to this and not mention them for another 10 years." " Done".
I can imagine how this will happen. So, we need that kind of money to enter the market. Coin Telegraph published that almost more coins are coming out of ETH staking than are trying to come in. Oh, oh. Everyone is rushing to exit ETH staking again. This is a huge surge in ETH withdrawals from validators.
I mean, this is a very short-term trend that could easily go down in a few days. Not a lot of new ETH is coming into staking either, because a lot of what we've seen lately is, you know, Tom Lee. But, okay, of course, Tom Lee's activity is slowing down. We are seeing some sales. You also have to consider the fact that on-chain buyers are buying ETH, but not in the volumes needed to push the price to $20,000 .
We need the participation of institutions. We need ETFs to skyrocket. We need Deutsche Bank, Charles Schwab, and other investment firms to actively promote this to their clients, because Tom Lee will soon run out of predictions. And this is becoming a problem for Ethereum again. Look at the monthly chart of Ethereum, I want to zoom in on it, because just look at this.
If the current price dynamics continue and we don't cause a market collapse, if the overall mood is positive, then we will probably see a " bullish" crossover on the monthly MACD indicator in 2-3 months, and this is very serious , do you understand? Because you can see here, in 2020, the exit from the big "bear" market.
What happened? We grew by 2000%. I don't think we'll go up 2,000% again, to be clear, but it's still a powerful move that lasted a long time, 16 months. Then we had a lot of smaller swings from 2023 to the end of '25, but we had three very small impulses with profits of about 100% that lasted a few months at most, and then everything rolled back.
So, ETH is expecting some more significant movement. He has been moving sideways for quite some time now. He is ready. But again, the question arises: is this really the best place for your money? That's the problem. Hurry: 100,000 traders are already opening this newsletter before the market opens.
Are you among them? Lark Davis' newsletter delivers the trade idea of the day, chart of the day, and market information straight to your inbox before the moves happen, not after. Every week, 100,000 people get a trading idea before anyone else. You can become one of them for free. Or you can find out about everything when it happens.
No noise, no water, just settings and information to consider. You already know what happens next. This is the only newsletter you need to stay on top of things and turn insights into action. You can join our 100,000 weekly readers. Subscribe to Lark Davis's newsletter now. By the way, it's free. Link below. Follow him.
댓글 0