Tom Lee: Ethereum Tokenization Sets Up $5T Valuation

Tom Lee told Michaël van de Poppe that 2027 could deliver the largest stock-market gains of our lifetime once AI shifts from capex headlines to margin expansion and lower economy-wide costs, giving central banks room to ease.

Lee applied the same lens to Ethereum, noting six-month price action from nearly $5000 to under $2000 changes nothing fundamental. Tokenization of gold ($22T), equities (over $100T) and real estate ($300T) will run on Ethereum rails; at a $300B market cap the network remains grossly mispriced, with Lee targeting a $1T-$5T valuation in coming years.

ETH price prediction models must now incorporate Ethereum market cap vs gold stocks real estate tokenization flows alongside AI industry impact on corporate earnings. On the 4h chart, price sits at $1772.18 directly atop the EMA50 at $1771.25 while the EMA200 at $1751.89 provides deeper structural support; neutral RSI at 44.75 and a MACD death cross signal short-term consolidation inside the Bollinger band, yet the tight proximity to both EMAs suggests any tokenization-driven bid will quickly lift price toward the $1828 upper band before the next leg higher.