And Tom Lee📷 @fundstrat Tom Lee believes ETH will directly rise to 3500 by the end of March! He says ETH's current position is already close to the "on-chain cost basis" Similar to the rhythm after the 2011 downturn He thinks the bottom will be seen in mid-March, followed by a rebound up to 3500 And he believes that as long as BTC moves up, ETH's upside potential will be very large If ETH moves upward, The stock price of BMNR will follow ETH If it rises, it will rise synchronously And there are financing operations and other methods So BMNR's gains might be higher than ETH's There is a pie chart on-site showing BMNR+MSTR ≈ 90% Meaning: In the digital asset treasury track, Funding attention is mainly focused on these two (Easier to form trends / more volatile) “Best in class staking” “launching in early 2026” He plans to use subsidiaries to do commercial staking (validator / staking as a service) Turning the ETH holdings into a calculable income source Staking revenue: Annualized staking income from 34mm → 202mm Ethereum multiple drivers He believes ETH is not just relying on MEME or a single cycle 1. ETH is the largest smart contract chain + developer network 2. Wall Street will bring the financial system on-chain (RWA / settlement / clearing) 3. AI/Agent needs to pay, verify, tax/permission management (more of an “AI + chain” imagination) 4. Assetization/realization of the creator economy Tom Lee also talked about gold He believes gold will underperform inflation The gold asset pool is “too large” Capital flows will influence macro pricing Gold is not a stable hedge against inflation: Since 1971, it has underperformed inflation 48% of the time Plain language summary: Not much room left before hitting the bottom, directly rising to 3500 by the end of March By the way, you can buy some BMNR and ETH to boost BMNR's rise even more Gold is good, but it has underperformed inflation 48% of the time, don’t put all your eggs in one basket If your English isn’t good or you have comprehension issues, don’t blame me🙃🙃🙃 I’ve done my best🙃🙃🙃 #ETH #BMNR #TomLee

Full of energy after the New Year, ready to go! Wishing a prosperous new year $BTC $ETH

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