Tom Lee’s Ethereum Price Forecast Dismantled | US Crypto News
Welcome to the US Crypto News Morning Briefing—your important rundown of an important developments in crypto for the day forward.
Grab a espresso as Ethereum takes again the headlines with huge predictions flying. Some say the subsequent surge is simply across the nook, whereas others warning that hidden assumptions and lengthy timelines may make the hype extra difficult than it appears.
Crypto News of the Day: Analyst Pushes Back on Tom Lee’s $60,000 Ethereum Prediction
Fundstrat’s Tom Lee lately made headlines with a daring forecast that Ethereum (ETH) may attain $60,000 within the close to future.
The crypto government cited the migration of real-world belongings (RWA) onto the blockchain as the first catalyst for this shift.
“The complete measurement of world monetary markets is 200 trillion, possibly extra. How a lot of that finally ends up on blockchains? According to Larry Fink, the thought is to maneuver 100% of this onto the blockchain. So we’re speaking trillions of {dollars} of belongings shifting onto layer one blockchains,” he stated.
Lee shared his perspective throughout an interview, framing Ethereum as a possible international monetary settlement layer.
According to Lee, Ethereum’s market cap of round $440 billion pales compared to the $200–300 trillion in international monetary belongings, together with shares, bonds, and actual property.
Even a fraction of those belongings, Lee suggests, 0.5% to 1%, shifting on-chain may, in his view, multiply Ethereum’s community worth a number of occasions. This, in his opinion, justifies his $60,000 goal.
He additionally highlighted Ethereum’s robust validator community, decade-long uptime, and alignment with Wall Street’s rising curiosity in tokenization as key tailwinds supporting long-term progress.
However, crypto analyst BitWu critiqued Lee’s forecast, describing it as overly reliant on what he calls a “typical RWA narrative.” The analyst cautioned that Lee’s mannequin rests on two hidden assumptions:
- That all real-world belongings will decide on Ethereum’s mainnet, and,
- That Ethereum’s value will straight mirror settlement quantity.
While each assumptions are “affordable,” BitWu argues, they oversimplify the distinctive mixture of macroeconomic components, regulatory readability, and infrastructure maturity that may in the end decide Ethereum’s trajectory.
“ETH at $60,000 USD isn’t any drawback [but not this year]. In about three years, I believe it’s potential! Why do I say that? The true breakout level for RWA, I imagine could also be in 2026-2028, relying on the macroeconomic rate of interest cycle + regulatory readability + maturity of on-chain infrastructure (particularly L2 and compliant chains),” BitWu explained.
He emphasised that the RWA pattern is much less about short-term value spikes and extra about Ethereum’s long-term standing as a foundational financial infrastructure.
Ethereum’s Long-Term Promise vs. Short-Term Hype
During the interview, Lee additionally harassed Ethereum’s distinctive place as a smart contract blockchain, enabling tokenization past easy digital {dollars}.
He highlighted stablecoins as a breakout product this 12 months, permitting fractional funds and finality in transactions. Based on this, the Fundstrat government steered that future tokenization may prolong to equities, bonds, actual property, and even prediction markets.
While each Lee and BitWu agree on Ethereum’s long-term potential, the divide lies in timing and scale.
On the one hand, Lee frames the chance as a mathematical certainty as soon as adoption happens. On the opposite hand, BitWu cautions that adoption will probably be gradual, constrained by regulatory, macroeconomic, and technological realities.
Meanwhile, this isn’t the primary time Tom Lee’s Ethereum prediction is dismantled. A US Crypto News publication in late September noticed Andrew Kang problem Tom Lee’s bullish ETH thesis as “financially illiterate.”
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Here’s a abstract of extra US crypto information to observe in the present day:
- Top 5 altcoins with essential occasions price noting this week: ADA, INJ, LINK, LDO, and XRP.
- Crypto funds bleed $1.2 billion amid US weak point, aside from Solana and XRP.
- Three macro indicators simply flipped, putting November and December on the spot.
- ETF greenlight? Government shutdown deal may set off large XRP rally.
- Three indicators suggesting an altcoin season may be emerging this November.
- The man who once let Ohio pay taxes in crypto simply misplaced $1.2 million on Bitcoin choices.
- Three token unlocks to watch within the second week of November 2025.
Crypto Equities Pre-Market Overview
| Company | At the Close of November 7 | Pre-Market Overview |
| Strategy (MSTR) | $241.93 | $248.36 (+2.66%) |
| Coinbase (COIN) | $309.14 | $318.62 (+3.07%) |
| Galaxy Digital Holdings (GLXY) | $31.56 | $32.53 (+3.07%) |
| MARA Holdings (MARA) | $15.87 | $16.50 (+3.97%) |
| Riot Platforms (RIOT) | $17.01 | $17.73 (+4.23% |
| Core Scientific (CORZ) | $20.19 | $20.80 (+3.02%) |
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