Foreign media: Tom Lee believes that Ethereum may continue to strengthen even without relying on new policies; if the US CLARITY Act advances, the upward trend could be even faster. His judgment is mainly based on three aspects: capital rotation, relative performance, and institutional sentiment.

Funds are still waiting outside the market.

Lee says that there is still a portion of funds waiting and observing the four-year cycle, and they may not re-enter the market until around October. If Bitcoin continues to rise, these funds might first pursue high-elasticity assets such as Ethereum.

ETH / BTC The ratio is key

He mentioned that Ethereum has risen by 54% this year, while gold has only increased by about 13%, and the performance of many stocks has also been in single digits. Lee also predicts that if Ethereum remains one of the strongest-performing assets after September 30th, the enthusiasm among institutions to chase gains may significantly increase.

$6,000 is derived from ratio calculations.

Lee It is expected that the ETH / BTC ratio has a chance to return to 0.04, or even exceed the high point of this year. If Bitcoin rises to $150,000, the price of Ethereum could approach $6,000. He also stated that this level is still considered conservative in his view.