Tom Lee's 10-15 Year Supercycle Prediction for Bitcoin and Ethereum

While cryptocurrency markets have been attracting the attention of investors lately, BitMine President and Fundstrat co-founder Tom Lee has made striking predictions for Ethereum (ETH) and Bitcoin (BTC). In particular, he predicts that Ethereum will become the asset of choice for Wall Street and the White House, predicting a "super cycle" in cryptocurrency markets that will last for the next 10-15 years.

Speaking at the Korea Blockchain Week 2025 event, Lee described Ethereum as a "truly neutral chain" and said that Wall Street would prefer to trade only on decentralized and neutral networks. He also noted that members of the White House and Congress under former President Trump's administration are increasingly turning to Ethereum. He added that the token economy that artificial intelligence and robots will need will largely develop on Ethereum.

BitMine has seen remarkable growth since its transformation into an Ethereum treasury company last June. The company's market capitalization has increased from $37.6 million to $9.45 billion, making it the world's largest Ethereum treasurer with 2.15 million Ethereum. This puts BitMine behind only MicroStrategy, run by Michael Saylor, making it the second largest institutional crypto treasury.

Lee emphasized that BitMine and MicroStrategy have a combined daily trading volume of $6 billion, accounting for 90% of institutional purchases. Lee stated his year-end price forecast for Bitcoin in the range of 200,000 - 250,000 dollars, and predicted that Ethereum could reach 10,000 - 12,000 dollars. He even stated that Ethereum could break its previous peak and begin "real price discovery" in the range of $12,000 to $15,000.

However, Mechanism Capital co-founder Andrew Kang sharply criticized Lee's Ethereum thesis. Kang said that stablecoins and real-world assets (RWAs) are not providing Ethereum with the expected fee revenue, and that user activity is shifting to alternative networks such as Solana and Arbitrum. He also noted that the "digital oil" analogy is misleading and that institutional investors are not buying Ethereum. Kang said technical indicators also signal weakness.