Tom Lee: ETH to HIT $9k by January (The Tokenization "Super Cycle" Begins)

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Nov 24, 2025

Tom Lee, the founder of Fundstrat and a leading crypto market strategist, joins Chris Perkins to discuss the forthcoming tokenization supercycle. He argues that Ethereum is set to play a pivotal role in this evolution, likening stablecoins to a modernized dollar. They delve into the recent volatility in Ethereum prices, emphasizing that current dips are long-term buying opportunities. The conversation also highlights the shift of institutional investors back into crypto, suggesting an intriguing future for digital assets and their integration into traditional finance.

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INSIGHT

Stablecoins Tokenized The Dollar

Stablecoins effectively tokenized the dollar and enabled a roadmap for other assets to tokenize on blockchain.
Tokenization will push Wall Street to build blockchain-native products and reshape global markets.

INSIGHT

Native Digital Assets Need Universal Liquidity

Native-digital assets and markets reduce frictions like limited trading hours and geographic constraints.
Tokenized assets must solve liquidity fragmentation to match legacy markets' price discovery.

ADVICE

Watch For Liquidation-Led Bottoms

Expect engineered liquidations and further downside when systemic leverage exists in crypto.
Use price-structure signals like a final seller washout to identify a potential buy setup.

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Legendary market strategist Tom Lee joins Chris Perkins to explain why we’re entering a tokenization supercycle that could radically reshape global markets, and why he believes Ethereum is positioned to lead it. Tom lays out how stablecoins turned the dollar into a tokenized, always-on asset, why Wall Street will increasingly rely on smart-contract platforms, and how Digital Asset Treasuries (DATs) like Bitmine bridge the gap between crypto-native ecosystems and traditional investors.

They discuss the recent Ethereum selloff, the impact of forced liquidations, and why Tom sees downside levels like $2,500 as part of a larger long-term opportunity rather than a broken thesis. Tom and Chris also explore the “real flippening”, retail investors stepping back while institutions quietly return to crypto, and what that means for the next phase of the market. If you want to understand where tokenization, Ethereum, and institutional capital are headed next — and what that could mean for your portfolio — this is a must-watch conversation.

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1:11 - The Next Bretton Woods Moment: Tokenization, ETH, & Stablecoins

7:35 - Where Ethereum Is Now and the Crypto 1010 Crash

13:31 - ⭐️Wealthion Golden Nugget: Tom’s Core Ethereum Thesis

19:19 - Addressing Market Skepticism: What DATs Have to Offer

25:31 - Bitmine’s Strategic Investments: WorldCoin

28:00 - Bitmine’s Announcement of an Annual Dividend

31:06 - How to Navigate DATs When MNAV Drops Below 1

36:21 - When M&As Will Hit the DAT Space

38:26 - How Does the Macro Impact the DAT Space?

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