2025-12-06 06:21:24

Renowned analyst Tom Lee recently made a bold prediction: Ethereum’s target price is $65,000. At first glance, it may sound like hype, but if you break it down, there are indeed several solid reasons supporting it.

First, let’s talk about the macro environment. The Fed has already started its rate-cutting cycle, which is a real boon for risk assets. After the approval of the Ethereum spot ETF, traditional financial giants like BlackRock have accumulated over 10 million ETH. The continuous inflow of institutional capital is changing the market structure. This isn’t retail investors pumping the price—it’s real money providing a solid foundation.

On the technical side, the changes are even more direct. The Layer 2 ecosystem has absorbed 58.5% of transaction volume, with scaling solutions like Arbitrum and Optimism easing the mainnet’s pressure. The key point is that the EIP-4844 upgrade slashed gas fees by 90%, essentially solving the congestion issue. The upcoming Fusaka upgrade will further enhance Ethereum’s efficiency as a settlement layer, with performance bottlenecks being overcome one by one.

Now, let’s look at the real-world applications in the on-chain ecosystem. 53% of new stablecoin issuance is on Ethereum, with USDC and others contributing 30% of gas fee revenue; the Real World Asset (RWA) tokenization sector is booming, with 60% of on-chain assets choosing Ethereum and BlackRock’s tokenized fund exceeding $1.5 billion; the integration of AI and Web3 is accelerating, with smart contracts becoming the foundational infrastructure for automated trading.

The $65,000 figure is essentially the result of the combined impact of macro liquidity, technical breakthroughs, and ecosystem adoption. In the short term, the market will definitely experience volatility, but Ethereum’s position as Web3 infrastructure is currently irreplaceable. With both institutional capital and application scenarios driving growth, the long-term logic is indeed hard to refute.

How long do you think it will take to reach this target price? Or, what do you think is the biggest variable?

ETH0.15%

USDC-0.01%

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ZenChainWalker

· 2h ago

BlackRock is piling in like crazy; I feel like this wave isn’t that simple. It really is different when institutions are backing it with real money. The question is, how long can retail investors keep chasing the trend? Cutting gas fees by 90% is something that should have happened a long time ago; it feels a bit late to only be talking about it now. I’m optimistic about the RWA (Real World Assets) explosion; it’s more reliable than those flashy projects. 65k feels a bit aggressive, but it’s hard to argue against the long-term logic. There will definitely be short-term volatility; it’s just a matter of who can survive until then. Actually, the biggest variable is still the macro environment. If the rate-cutting cycle stalls, it’s over. This time is different from before; there really is something there.

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BearMarketSurvivor

· 12-06 06:50

BlackRock is buying like crazy; this time really is different. --- Gas fees cut by 90%? What about all the money I lost before? --- Institutions are putting in real money—do retail investors still have to be the exit liquidity? --- 65K sounds great, but who knows how long we'll have to wait. --- RWA is definitely taking off, and ETH's foundational status is solid. --- This time Tom Lee's data is solid—he's not just hyping things up. --- The key is still how the Fed plays it—can we really count on a rate cut cycle? --- Layer2 is taking 58.5% of the trading volume, but the mainnet is getting more valuable? Feels a bit counterintuitive. --- I believe in the explosion of real-world asset tokenization, but the real question is how long it can last. --- Short-term volatility is a given—it all depends on who can tough it out.

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MondayYoloFridayCry

· 12-06 06:42

When BlackRock started buying like crazy, I knew this was no ordinary situation. Institutions are really here—so what are retail investors still hesitating about? The 90% cut in gas fees is the real game-changer; those who were scared off by Pac-Man-like fees before must be laughing now. $65k? Do the math on entry points; if you get in now, you can still catch this train. I'm bullish on this wave of infrastructure—only after the foundational build-out can the ecosystem really take off. RWA is the real future; bringing traditional assets on-chain is the major trend. The only real worry is if regulations strike again—that would be the biggest black swan. No matter how wild short-term fluctuations get, you have to hold on; the long-term logic is solid.

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