“Dramatic moment”: Expert sees Ethereum supercycle
- Investor and Fundstrat analyst Tom Lee stated in an interview with Global Money Talk on September 15 that Ethereum (ETH) is entering a so-called supercycle phase. According to Lee, the cryptocurrency is currently the preferred platform for institutional financial players to expand the digital asset market.
- According to Lee, the GENIUS Act, passed in 2025, will provide a legal basis for stablecoins. This means massive growth in this segment is foreseeable. US Treasury Secretary Bessent has stated that the outstanding volume of stablecoins could grow from the current approximately $280 billion to approximately $4 trillion.
- Data from the analytics firm DeFiLlama shows that Ethereum currently holds the largest share of stablecoin market capitalization at 54.45 percent.
- Lee also points to “Project Crypto,” initiated by the U.S. Securities and Exchange Commission. This program is intended to make it easier for financial institutions to access digital assets and advance the modernization of Wall Street based on blockchain technologies. Lee emphasizes that Ethereum, with its smart contract capabilities, provides the technical foundation for the tokenization of real-world assets.
- “This is a dramatic moment where the financial system is beginning to shift entirely to digital platforms,” Lee said. He continued: “Wall Street has chosen to do this on Ethereum. So Ethereum is facing what we call a supercycle moment, similar to 1971 when the US dollar abandoned the gold standard.”
- Now it is Ethereum that is in focus for the infrastructure of a comprehensive digitalization of the financial markets.
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source
- YouTube video with Tom Lee
