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ETH Tom Lee pushed the "ETH 2.0 theory", saying that Ethereum is at a turning point similar to the one before the explosion of Amazon AWS or Nvidia AI.
Tom Lee, chairman of Bitmine Immersion Technologies, the world's largest Ethereum enterprise holder, is vigorously promoting his "ETH 2.0 theory." He pointed out that Ethereum (ETH) is at a critical turning point similar to Amazon's before the launch of AWS or Nvidia's before the AI explosion.
Ethereum enters the "ETH 2.0 era": Wall Street and AI adoption are parallel
In a recent comment titled "ETH is the antidote to the Valley of Terror of Wealth", Lee believes that the current ETH is "seriously undervalued" because retail investors are "cutting the meat from the bottom and leaving the market." As of press time, ETH was trading at US$1,844, down 46.97% in the past year and still 63% below the historical high of US$4,953 in August 2025.
Still, tokenized products from billion-dollar companies such as BlackRock's BUIDL and JPMorgan Chase's MONY have proven that institutions are laying out on the long-term future of Ethereum. What's more remarkable is that even though the Ethereum Foundation has reduced its ETH holdings to just 0.1% of its circulating supply, large companies like Bitmine still run the network as verifiers.
Lee further supported Ethereum's bullish view, pointing out that its security and immutability make it at the forefront of proxy-based application scenarios for artificial intelligence (AI). He predicts that ether will evolve from a speculative token to a payment track for automated computing power.
ETH Price Target
In the short term, Lee predicts that ETH may hit $2,200 before August this year. In the long run, if Bitcoin reaches US$250,000, the ETH target price is US$12,000. This increase will be driven by the rotation of funds from Bitcoin and an improvement in the current 0.029 ETH/BTC exchange rate.
He added that if ETH can dominate the global payment network and become the settlement layer for tokenized real-world assets (RWAs), its price could rise further to US$65,000. Longer term, he set a market value forecast of US$5 trillion, corresponding to a multi-year target price of US$250,000.
