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Will Ethereum Flip Bitcoin? Tom Lee Weighs In
ARK Investยท2025-10-23 18:00

Market Analysis & Prediction - Ethereum's market capitalization has the potential to surpass Bitcoin's, drawing a parallel to Wall Street's growth relative to gold after 1971 [1][3] - The shift of assets like stocks and real estate onto the blockchain by 2025 presents a significant opportunity for Ethereum to establish dominance [3] Historical Context & Economic Shift - In 1971, the US dollar transitioned to a fully synthetic currency after Nixon removed it from the gold standard [1][2] - Post-1971, Wall Street's financial products, including money market funds and mortgage-backed securities, contributed to the dollar's dominance, increasing its share from 27% of GDP to 57% of central bank reserves and 80% of financial transaction quotes [2] Asset Comparison - The current market capitalization of equities stands at $40 trillion, while gold's market capitalization is $2 trillion, representing 5% of all available assets [3] Cryptocurrency Positioning - Bitcoin is positioned as digital gold, while Ethereum is expected to mirror Wall Street's growth relative to gold [3]