Fundstrat's Tom Lee has made a bold prediction that Ethereum could reach $10,000, driven by tokenization trends and ecosystem development on platforms like Coinbase. Meanwhile, despite negative sentiment, Cardano (ADA) shows technical signals suggesting a potential 30% rebound in July. This analysis explores the latest developments and market opportunities for these two major blockchain networks.
Why Ethereum Could Reach $10,000 According to Tom Lee
Tom Lee, founder of Fundstrat, believes Ethereum is positioned for significant growth despite its current stagnation around $2,400. While skeptics like Bitwise suggest new highs are unlikely this year, Lee points to recovering innovation and institutional adoption as key drivers.
The tokenization of real-world assets—including stocks and currencies—is accelerating Ethereum's momentum. Major platforms such as Robinhood and Coinbase's Base network are building applications on its blockchain, strengthening its market leadership. Clearer regulatory guidance in the United States further enhances Ethereum's appeal as a secure infrastructure for tokenized finance.
Lee argues that widespread bearish sentiment may actually set the stage for a surprise rally. He suggests that if tokenization becomes the default method for asset transactions, Ethereum could realistically achieve a $10,000 valuation. As blockchain-based settlement gains traction, demand for ETH is likely to increase correspondingly.
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Cardano (ADA) Price Could Gain 30% in July Despite Bearish Sentiment
Cardano's native token ADA ended June 2025 at $0.50, down 16% for the month despite important network upgrades including the cbETH cross-chain bridge and integration with Coinbase's layer-2 network. On-chain metrics initially appeared negative, showing $182 million in outflows, only 46% of addresses in profit, and a decline in daily active wallets from 24,000 to 18,000.
However, technical indicators now suggest a potential reversal. The price rebound to $0.563-$0.566 on July 1 established a higher low, while exchange withdrawal patterns mirror the accumulation period of 2021—with $932 million in assets leaving exchanges year-to-date. Analysts project that a break above the $0.60 resistance level could trigger a 26% rally toward $0.72 in July.
The market shows unusual divergence: while 89% of sentiment remains bearish, the fear and greed index reads 66 (greed). Potential catalysts include Grayscale's Cardano ETF application, which Bloomberg analysts give a 76% probability of approval. If approved, this would provide a significant institutional pathway validating ADA's Web3 infrastructure vision.
Frequently Asked Questions
What is driving Tom Lee's $10,000 Ethereum prediction?
Lee's prediction is primarily based on the growing tokenization of real-world assets and increased institutional adoption. He believes Ethereum's infrastructure will become fundamental to financial transactions, driving demand and value.
Why is Cardano's price potential positive despite negative metrics?
Technical analysis shows strengthening momentum despite negative sentiment. Patterns of exchange withdrawals and key resistance levels suggest accumulation similar to previous bullish periods.
How might regulatory developments affect these predictions?
Clear regulatory frameworks, particularly in the U.S., could significantly boost institutional participation. ETF approvals and clearer guidelines would validate both networks' utility and increase investment flow.
What are the main risks to these optimistic projections?
Market volatility, regulatory setbacks, and broader economic conditions could delay or diminish projected gains. Technological adoption rates also remain uncertain.
How do tokenization and real-world assets influence Ethereum's value?
Tokenization creates tangible utility and demand for Ethereum's blockchain. As more assets are represented and traded on-chain, transaction volume and settlement requirements increase, directly benefiting ETH.
What makes July particularly significant for Cardano's price?
Technical formations suggest a potential breakout above key resistance levels. Additionally, pending decisions on financial products like ETFs could create catalysts for substantial movement.