AInvest Newsletter
Daily stocks & crypto headlines, free to your inbox
Fundstrat’s Tom Lee has positioned Ethereum as the most compelling macroeconomic trade for the next decade, signaling a shift in his long-term investment strategy relative to Bitcoin. His remarks followed Saylor’s Strategy acquiring 21,021 BTC for $2.46 billion, pushing its total holdings to around 628,791 BTC, valued at approximately $74.2 billion [1]. While Lee still anticipates Bitcoin reaching $2 million to $3 million per coin in the long run, he has emphasized Ethereum’s expanding utility and institutional adoption as key drivers for its future growth [1].
Ethereum’s role in the macroeconomic landscape is being reinforced by both on-chain activity and institutional interest. A major investor recently reinvested $12.68 million into ETH after earning $6 million in profits, reflecting growing confidence in the asset [2]. Meanwhile, BitMine, Lee’s firm, has forecast Ethereum to reach between $10,000 and $15,000 by year-end and cited the concept of “replacement value” as a rationale for a potential $60,000 price target in the future [3][4].
Lee’s analysis underscores Ethereum’s strategic importance as the crypto ecosystem evolves. At the end of June, he advised investors to maintain exposure to both Bitcoin and Ethereum, noting the expected growth in their respective network utilities [1]. In recent communications, he reiterated that Ethereum is “probably the most important macro trade for next decade,” highlighting its increasing role in institutional portfolios and digital finance [1]. He also likened stablecoins to the “ChatGPT moment for crypto,” further framing Ethereum as a foundational asset for future innovation [5].
The current market prices Bitcoin at $118,276 and Ethereum at $3,794 per coin [1]. As the macroeconomic environment shifts and monetary policy turns more dovish in 2025, Lee anticipates significant price movements for both assets, with Ethereum’s trajectory diverging from its traditional role as a store of value. His outlook reflects a broader narrative where Ethereum is seen not only as a digital asset but as a catalyst for the next phase of crypto adoption [1].
Source:
[1] title: Ethereum Most Important Macro Trade for Next Decade (https://u.today/ethereum-most-important-macro-trade-for-next-decade-tom-lee)
[2] title: Ethereum is the Top Macro Trade for the Next Decade (https://coindoo.com/ethereum-is-the-top-macro-trade-for-the-next-decade-tom-lee/)
[3] title: Tom Lee's ETH Treasury Firm BitMine Gives Stunning Ethereum Price Prediction (https://en.cryptonomist.ch/2025/07/30/tom-lees-eth-treasury-firm-bitmine-gives-stunning-ethereum-price-prediction/)
[4] title: BitMine Predicts $60000 Ethereum Price, Cites Multiple Research Firms (https://thecryptobasic.com/2025/07/29/bitmine-predicts-60000-ethereum-price-cites-multiple-research-firms/)
[5] title: BitMine's $1B repurchase plan favors shares over more ETH (https://cointelegraph.com/news/bitmine-1b-repurchase-plan-shares-eth)

Quickly understand the history and background of various well-known coins

Dec.02 2025

Dec.02 2025

Dec.02 2025

Dec.02 2025

Dec.02 2025
Daily stocks & crypto headlines, free to your inbox
Comments
No comments yet