Tom Lee's Ethereum thesis is "delayed": boss of the company VC - AdLunam

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Tom Lee’s Ethereum thesis is “delayed”: boss of the company VC

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This topic has 2 replies, 3 voices, and was last updated 3 weeks, 3 days ago by
Noah Thompson

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- September 25, 2025 at 11:22 am
  
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  Noah Thompson
  
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  breaking: tom lee’s ethereum thesis under fire 🧠📉
  🔥 vc calls it financially illiterate, predicts indefinite underperformance
- September 25, 2025 at 11:22 am
  
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  Oliver Martinez
  
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  wait so is eth going to $62,500 or is it a financial disaster waiting to happen 🧐 what’s the deal with these crypto experts
- September 25, 2025 at 11:22 am
  
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  Altcoin Observer
  
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  Andrew Kang, co-founder of Capital Mechanism, criticized Tom Lee’s Ethereum investment thesis, calling it financially illiterate. Kang disputed Lee’s claims on Ethereum’s costs, network upgrades, and market competition from other blockchains. He argued that Ethereum’s evaluation is based on financial illiteracy, predicting indefinite underperformance unless there are significant changes. In contrast, Lee’s bullish outlook sees Ethereum’s price potentially reaching $62,500 in a super favorable cycle by 2025. At the time, ETH traded at nearly $4,000. Kang’s critique can be found at the source link. 📉🚀
  
  Tom Lee’s Ethereum thesis is “delayed”: boss of the company VC
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