X @Bankless

Market Analysis & Investment Strategy - Tom Lee is aggressively accumulating ETH, aiming to own 5% of all ETH [1] - At the current buying rate, Tom Lee could potentially hold 5% of all ETH by 2026, equivalent to 6 million ETH [1] - This ETH holding would be valued at $20 billion at the current price [1] - Tom Lee anticipates a potential 100x upside for ETH, believing it could surpass Bitcoin [1] Potential Future Value & Company Valuation - If ETH achieves a 100x increase, its total value could reach $40 trillion [1] - BMNR's valuation could potentially become one of the highest globally if ETH's value increases significantly [1] Strategic Implications & Government Involvement - ETH Treasury companies could possess significant strategic importance, potentially requiring government intervention to acquire their assets for establishing a public ETH treasury [2]