Ethereum is the dark horse of this cycle. Here’s what most people miss: Bitcoin = digital gold. Gold is a ~$30T asset. There’s no structural reason BTC can’t command a third of that and push toward a $10T valuation. But Ethereum is the misunderstood asymmetry. Bears swear it can’t break $6K. Bulls cautiously float $10K. And nobody can paint a clear vision on just how big it can get. Well... maybe Tom Lee of maybe Larry Fink. The truth? If ETH is the new Wall Street and it can capture even a fraction of global settlement, consumer rails, L2 activity, stablecoins, and tokenized assets… a $10K ETH in 2026 emerges as a baseline, not a moonshot.
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