Tom Lee predice: Ethereum podría superar a Bitcoin

¿El rey de las criptomonedas está a punto de ser destronado? Un pronóstico audaz de un veterano de Wall Street sacude el mercado.

El análisis del 'flippening'

No se trata solo de precio. La tesis gira en torno a la utilidad y la adopción institucional. Mientras Bitcoin se consolida como reserva de valor digital, la red de Ethereum ejecuta contratos inteligentes, alberga DeFi y es el motor de los NFT. Es la diferencia entre guardar oro y operar un sistema financiero global.

El factor de la actualización

La transición completa a Ethereum 2.0 y su modelo de consenso de prueba de participación es la gran apuesta. Resuelve el talón de Aquiles de la red: la escalabilidad y las altas tarifas. Si el 'Merge' y las futuras actualizaciones cumplen su promesa, la propuesta de valor se dispara.

Un mercado de dos velocidades

Los inversores institucionales, siempre buscando el próximo motor de crecimiento, podrían empezar a asignar capital de manera diferente. No es una sustitución, sino una ponderación estratégica. Algo que, por cierto, generaría comisiones jugosas para los gestores de fondos, independientemente del resultado.

¿Predicción visionaria o exceso de optimismo? El tiempo lo dirá. Pero una cosa es clara: en la carrera por la supremacía cripto, Ethereum ha pisado el acelerador y ya no mira por el espejo retrovisor.

Lee had claimed Ethereum could surpass Bitcoin

Lee stated that the overall crypto market will continue to hold up well for the next five to ten years, even as Bitcoin continues to work through its “gold envy” phase and the fallout from liquidation. Next year, he predicts, the top crypto asset will bounce back and reach an all-time high of $200,000, while Ethereum may peak at $ 9,000.

Earlier this month, in November, the Fundstrat founder had argued that Ethereum would eventually dominate the cryptocurrency space, overtaking prominent names such as Bitcoin. He claimed the network’s extensive developer ecosystem and technical resilience set it apart structurally. He added, “I think it’s a true robust community with actual known values, and it’s a neutral blockchain with 100% uptime.”

Even then, he maintained that institutional tokenization would contribute to the growth of the network, the claim being that if big institutions hold back from rolling out round-the-clock tokenized equity offerings into the network, others will catch up without delay. At the time, he also said that the token could range between “$7,000–$9,000” by the end of January 2026, blaming the asset’s then decline on the October 10 crypto market crash.

Crypto analyst Christopher Perkins had supported Lee’s remarks, affirming that more institutions are turning to the network and tokenisation. He also said most firms will likely prioritize risk management, uptime, and security for their blockchain of use.

Sharplink’s Chalom says Ethereum’s TVL could increase ten times in 2026

On Friday, Sharplink’s co-CEO, Joseph Chalom, also shared a more bullish outlook on Ethereum, predicting that its total value locked will grow tenfold in 2026, following the growth of institutions and applications that join the pool. Typically, a rise in TVL indicates increased network participation and hints at potential price implications. 

Currently, the network’s TVL stands at approximately $68 billion, and with about 797,704 ETH holdings, Sharplink Gaming now ranks as the second-largest public Ethereum treasury firm.

Chalom also projects that the stablecoin market will reach $500 billion by the end of next year. He asserted that the crypto community can expect an increasing use of global stablecoins, including cross-border remittances, retail payments, and institutional transactions, with Ethereum becoming the fundamental settlement layer for value movement. Furthermore, he anticipates that more large players will enter the market next year.

He added that tokenized real-world assets (RWAs) could surpass $300 billion by 2026, largely due to heightened engagement from major asset managers and banks, including JPMorgan, Goldman Sachs, Franklin Templeton, and BlackRock. 

Moreover, he said sovereign wealth funds will increase their ETH holdings by five to ten times as tokenisation increases, and Ethereum remains the trust foundation for most blockchain innovation. Most wealth funds favour the network for its “ubiquity and time-tested nature,” he contended. He also believes more onchain AI agents and prediction markets will be integrated on mainstream platforms, increasing network activity and TVL in 2026.

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