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Is Ethereum about to shock the market?
While many investors remain focused on Bitcoin, some of Wall Streetโs most respected strategists believe Ethereum may be the most misunderstood asset in crypto today. Tom Lee, veteran market strategist and co-founder of Fundstrat, argues that Ethereum is not simply undervalued, it is structurally mispriced relative to Bitcoin in a way that could set up one of the most aggressive repricings of this cycle.
The key metric is the ETH/BTC ratio. In 2021, when Ethereum was slower, more expensive, and far less integrated into global finance, the ratio peaked near 0.087. Today it sits closer to 0.03 despite dramatically stronger fundamentals, including dominant stablecoin rails, expanding tokenization, lower fees, deeper developer activity, and growing institutional adoption.
If Bitcoin were to reach $250,000 and Ethereum merely returned to its previous relative valuation, the implied price approaches $22,000 per ETH. That is not a speculative fantasy. It is a historical reversion based on stronger infrastructure than ever before.
In this video, we break down Tom Leeโs full Ethereum thesis, why the historic October liquidation may have quietly reset the market, and how crypto treasuries are positioning after the largest forced deleveraging event in industry history. We also explore why Ethereum is increasingly being viewed as a yield-generating asset rather than a purely speculative one, with staking rewards capable of producing hundreds of millions in annual income at scale.
More importantly, we examine the structural shift happening beneath the surface. Stablecoins now settle trillions of dollars on blockchain rails. Tokenized real-world assets are moving onchain. Institutions are no longer asking whether blockchain works, they are deciding which networks are secure and liquid enough to build on. Ethereum sits at the center of that transition.
This cycle may look very different from the last. Earlier rallies were driven largely by narrative and speculation. Today, Ethereum is supported by real usage, real cash-flow-like rewards, tightening supply, and accelerating institutional demand. When infrastructure becomes both productive and scarce, price discovery rarely happens slowly.
If you want to understand where crypto could be heading next, this is a conversation you cannot afford to miss.
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Tom Lee: Don’t Be Fooled! Ethereum To $22,000 By THIS Date (2026 Prediction)
โถ Coinbase Website: Coinbase.com
โถ CEX Website: cex.io
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