Tom Lee: "All Hell is Gonna Break Loose in Crypto" | Ethereum September Prediction

Market Trends & Analysis - Ethereum is experiencing a surge reminiscent of the dollar's shift from the gold standard in 1971, potentially transforming Wall Street into a tech industry [8][9][10][11] - Ethereum's taker buy volume hourly hit a multi-month high of 576% billion, significantly exceeding the normal bullish range of 34% to 37% billion [7][8] - The market is pricing in two rate cuts by the end of the year, aligning with FOMC expectations [5] - The PI cycle top indicator, historically accurate in predicting Bitcoin tops, suggests the market is not currently at its peak [20][21][22][23] Ethereum Performance & Potential - Ethereum's supply is growing at approximately 1%, which is slower than Bitcoin's inflation rate and about a third of Bitcoin's inflation rate [1][16] - There is a 50% probability that Ethereum's network value will surpass Bitcoin's in a couple of years [2][17] - Ethereum's network value is currently around 400 billion, while Bitcoin's is 22% trillion [17] - Ethereum has broken all-time highs, following a pattern similar to previous cycles (2017, 2020), potentially leading to a mania phase [6][12] Monetary Policy & External Factors - The Federal Reserve's policy rate is 100 basis points closer to neutral than a year ago, allowing for a careful approach to policy changes [3] - Potential rate cuts are anticipated to begin in September, contributing to renewed activity in the crypto market and Ethereum's recent surge [6] - The market anticipates Donald Trump appointing a new Federal Reserve chair in 2026 who shares his views on high growth and low rates [6] Investment Opportunities & Risks - Exchange WEX is offering a 100% position airdrop in Ethereum for new users with referral code altcoin [18] - The only factor that could halt the Ethereum rally is the belief that the market is at the end of a big tech crypto Trump pump bubble [19]