Tom Lee’s Bold Call: Ethereum Outshines Bitcoin as the Ultimate Crypto Play in 2025
Wall Street’s favorite crypto bull just flipped the script—hard. Fundstrat’s Tom Lee, notorious for his sky-high Bitcoin price targets, is now betting big on Ethereum to dominate the next cycle. Here’s why the smart money’s shifting chains.
The ETH Supremacy Thesis
Lee points to Ethereum’s bleeding-edge upgrades—proto-danksharding, staking yields, and an ETF pipeline—as catalysts leaving Bitcoin’s ‘digital gold’ narrative in the dust. ‘It’s tech vs. tribalism,’ quips a hedge fund PM who’s quietly rotating 30% of his BTC stack into ETH.
Institutional FOMO Hits Overdrive
With BlackRock’s ETH ETF approval looming and Visa settling stablecoins on-chain, even Goldman Sachs’ crypto desk is reportedly scrambling to onboard Ethereum derivatives. ‘The institutions want yield, not HODL memes,’ sneers a Coinbase exec over an obscenely priced oat-milk latte.
One hedge fund quant puts it bluntly: ‘BTC maximalists are the boomers of crypto now.’ Meanwhile, Ethereum’s DeFi ecosystem keeps eating traditional finance—$128B in TVL doesn’t lie.
Lee’s pivot might sting for Bitcoin OGs, but in 2025’s cutthroat markets, sentiment doesn’t move needles—liquidity and leverage do. And right now? Ethereum’s got both.
Tom Lee, co-founder of Fundstrat and chairman of BitMine, has chosen ethereum over Bitcoin as his top crypto bet for the current market cycle. Speaking on the “Coin Stories” podcast, Lee highlighted Ethereum’s growing institutional adoption, technical reliability, and rapid stablecoin growth. He described ETH as the “biggest macro trade” ahead, comparing its rise to Bitcoin’s 2017 rally. BitMine is actively increasing its Ethereum holdings, showing strong confidence in Ethereum’s long-term growth and expanding role in tokenization and decentralized finance.
