The post Ethereum Is Becoming Wall Street’s Core Infrastructure, Tom Lee Says appeared on BitcoinEthereumNews.com.

Ethereum Ethereum’s price outlook is starting to look less like a crypto trade and more like an infrastructure bet. That was the core argument put forward by Tom Lee, who suggested this week that ETH could be approaching a major revaluation as traditional finance increasingly experiments with blockchain-based settlement. In his view, Ethereum is quietly becoming the operating layer for Wall Street’s next phase. Key Takeaways Tom Lee says Ethereum is being priced as financial infrastructure rather than a speculative asset. Institutional tokenization is driving real-world usage on Ethereum. Ethereum dominates tokenized real-world assets and stablecoin settlement. Lee sees Ether reaching $7K–$9K by early 2026 if adoption continues. Rather than framing Ethereum as a speculative token, Lee described it as the fuel for a financial system that is slowly moving onchain. As banks, asset managers, and trading platforms explore tokenized versions of stocks, bonds, and funds, Ethereum is emerging as the most widely used public network to support that shift. Lee argued that this change alters how ETH should be valued. Instead of trading purely on sentiment, its price could increasingly reflect actual usage – transactions settled, assets issued, and capital flowing through smart contracts. Based on that trajectory, he said Ethereum could reach the $7,000-$9,000 range by early 2026 if institutional adoption continues to build. Over a longer timeframe, he sees even higher potential as onchain finance matures. Tokenization growth tells the story The data backing that thesis is already visible. Tokenized real-world assets have expanded rapidly over the past year, growing from a niche experiment into a multi-billion-dollar market. US Treasury debt has become the dominant category, followed by commodities and other traditional instruments. While multiple blockchains are competing for this activity, Ethereum hosts the majority of tokenized asset value, giving it a decisive lead in regulated, institution-facing…

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Filed under: News - @ December 27, 2025 8:07 am