Tom Lee:四大催化剂或引爆 ETH,若 BTC 涨至 15 万美元、ETH/BTC 回到 0.04 则 ETH 可达 6000 美元
链捕手
Aug 31
ChainCatcher 消息,Bitmine 董事长 Tom Lee 近期在接受《Milk Road Show》采访时表示,资产代币化和 AI 智能体金融将成为未来 5 年加密市场最核心的叙事,以太坊有望成为全球金融体系的底层结算层,当前 ETH 相对 BTC 仍被严重低估。
Tom Lee 认为,2026 年剩余时间内,ETH 可能受到四大催化剂推动:美国《Clarity 法案》有望于 9 月通过、场外空头及观望资金回流、亚洲资金重新配置加密资产,以及全球机构基金经理在季度业绩压力下追逐表现领先的加密资产。他预计,ETH/BTC 汇率有望重新站上 0.08 的历史高点。即使仅保守修复至 0.04,若 BTC 达到 15 万美元,ETH 对应价格也将达到 6000 美元。Tom Lee 同时强调,比特币仍具长期上涨潜力,但未来 5 年加密行业更大的主线将是“资产全面代币化超级周期”和“AI 智能体金融”。
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