HKcryptoGod
517 posts
Low-risk defi can be for Ethereum what search was for Google vitalik.eth.limo/general/2025/0…
⚡️ Tom Lee: "That is how you get to $62,000 per #ethereum token."
Former lead of crypto at BlackRock told me why he's hyper bullish ETH and says it's simple. For every $2 of high quality liquid assets on Ethereum there's been $1 in appreciation of ETH market cap. So if this holds.... Assets on ETH = $10 trillion then ETH = $5 trillion. $3 Trillion in stablecoins $2 Trillion in treasuries/bonds/equities $5 trillion in ETH That's gets us to $41,400 ETH. He's not suggesting this 2 to 1 correlation will hold exactly as we scale - but he is suggesting it'll remain correlated. Maybe it'll take $15 trillion or $20 trillion in assets on Ethereum to get to $5 trillion in ETH. Ok. There's a clear path to these numbers on our current trajectory. "In any forecast...the price of Ether is going to be is significantly higher than it is today." @joechalom has so much conviction on ETH he came out of retirement to join ETH treasury company SBET to make it happen.
says the guy who was writing threads on CT and doing podcast interviews about why ETH was massively overvalued based on its revenue profile at the literal pico bottom
The first token, outside of $BTC & $ETH, you'd pitch to an institutional investor is ____?
Unlike the launch of the ETH ETF, the launch of ETH DATs actually brought meaningful demand But the similarity is that there is likely $10b+ momentum capital frontrunning future buying The market is not ready to find out what happens when that buying dissipates
