Foreign media: Mr. Tom Lee, Chairman of Bitmine, stated in a comment article that Etherjö is entering what he calls the “ETH 2.0” phase. The article compared it to a turning point before the Amazon AWS take-off or the British Wida AI affair, arguing that the market had not fully accounted for the position of the Taifung in institutional monetization and automated payments.

Price judgement points to revaluation

Tom Lee argues that the current prices at the Taifeng have been significantly underestimated and that the low level of displacement of some of the dispersed households exacerbates market pessimism. According to the quoted data, ETH's latest report, $1844, fell by approximately 47 per cent over the past year, still about 63 per cent below the high point of $4953 created in August 2025.

He gave a short-line target of up to $2200 this August. The longer-term judgement is that if bitcoin rises to $250,000, ETH has the opportunity to rise to $120,000. One of the logic is that funds may shift from Bitcoin to the Etherpo, while the ETH/BTC margin rebounds.

Institution adoption is considered support

According to the article, monetized products such as BUIDL in Beled and Mony in Morgan Chase are seen by Tom Lee as a signal that the agency continues to set up on the Ether. In his view, such products indicated that large financial institutions were using Taifung as a long-term infrastructure rather than just a short-term subject.

He also mentioned that large companies, including Bitmine, were participating in the network as certifyers. At the same time, the ETA Foundation has reduced its share in the circulation of ETH. Tom Lee stressed that the network was being operated by a wider range of participants.

AI and payment narrative incorporated into long-term logic

Tom Lee also links Ether's long-term space to AI applications. In his view, the security and non-removable nature of the inn would make it suitable for value settlement between automated agents and could gradually shift from speculative assets to payment routes for computing resources and automated services.

In that judgement, he further advanced the idea of a higher forward: that there would be greater scope for prices if the inn eventually became the main clearing area for the monetization of global payment networks and real world assets. The article mentions that he gave a more long-term valuation even to the market value of $5 trillion.