Tom Lee's latest judgment:

By 2026, #ETH first looks at 7000, the true mainline of the US stock market is already written on the surface.
I just finished watching CNBC's latest interview with #TomLee ,
and it focused on two main points:
ETH's pricing logic and the mainline of the US stock market over the next two years.
It's quite informative.
1. About ETH: not just speculation, but a "reassessment of financial infrastructure"
Tom Lee's assessment of ETH is very straightforward:
By early 2026, ETH between 7000 and 9000 USD is an easily achievable range.
In the long term, if ETH truly participates in payment and clearing systems, the price could reach 20,000 USD.
The focus isn't on the number, but on the logical change.
He repeatedly emphasizes one point:
Wall Street is tokenizing "everything."
Vlad from Robinhood is pushing it,
Larry Fink from BlackRock is also promoting it.
The goal isn't the coin price, but efficiency.
Stocks, funds, bonds, settlement, custody,
once on-chain,
clearing speed, costs, and transparency will undergo structural changes.
And when it comes to "who can carry Wall Street-level assets,"
Ethereum has almost no competitors.
This isn't just a narrative,
it's the financial system choosing its underlying.
2. Tom Lee's top 5 US stocks to watch in 2026
These five stocks, combined, form a complete industry chain:
Computing power → Network → Applications → Financial amplifiers
1️⃣ NVIDIA
AI leader, up +40% this year
The computing base, there's little competition
2️⃣ AMD
Second tier in computing power, up +78% this year
Not a rival to NVDA, but a supplement
3️⃣ Arista Networks
Data center network infrastructure, up +19% this year
Computing power isn't about chips, but about being "connected"
4️⃣ Meta
Representative in AI applications, up +14% this year
A company with real users, data, and distribution capability
5️⃣ Goldman Sachs
Representative in finance, up +58% this year
AI + financial engineering + leverage amplifiers
You'll notice:
No traditional consumer stocks, no defensive stocks.
All about—
"Efficiency improvement + scaling + capital amplification."
3. A one-sentence summary of Tom Lee's core view
Let me translate it into plain language:
In the short term, it's a liquidity repair period,
but in the medium to long term, the logic of the super cycle hasn't changed at all.
AI isn't over,
Fintech isn't over,
Tokenization is just beginning.
ETH's role is upgrading, not being marginalized.
If you're still using
"the narrative from the last bull market"
to understand the current market,
you're likely to get the wrong direction.
The market will always price in "structural changes happening" ahead of time,
not the facts already in the news.
This time,
the changes are right in front of us.