Tom Lee: Ethereum Entering a ‘Supercycle’ as Wall Street Prepares to Tokenize Everything

Fundstrat’s Tom Lee says Ethereum (ETH) is on the verge of a “supercycle,” fueled by new U.S. regulations and Wall Street adoption.

With the GENIUS Act clearing the way for stablecoin growth. Projected to surge from $280 billion today to nearly $4 trillion. Ethereum’s dominant role in the stablecoin market positions it as the backbone of financial innovation.

Lee predicts that major financial institutions will rebuild Wall Street on Ethereum, using its smart contract capabilities to tokenize global assets. He likens the moment to 1971. When the U.S. dollar went off the gold standard and sparked a wave of financial innovation. Only this time, Ethereum will anchor a digital transformation of the global economy.

Clever Robot News Desk 15^th September 2025