美国 Tom Lee predicts Ethereum will reach $15,000 in December, and $60,000 seems like a reasonable price right now! I checked out his logic model, and it's a classic RWA Narrative framework: Global financial assets moving on-chain → BlackRock is also getting into RWA → Even if just a small portion of assets settle on Ethereum → ETH could hit $63,000+ Current ETH market cap: $440 billion USD, while global financial assets (stocks, bonds, real estate, etc.) are roughly $300 trillion. If 0.5%~1% of assets move on-chain → ETH market cap multiplies → $60,000 ETH is totally achievable! But there are two "hidden assumptions" here: Assumption 1: All RWA will settle on Ethereum mainnet. Assumption 2: ETH price = Ethereum settlement volume. Reasonable? Very reasonable! But the timeline is unpredictable! This year? Unlikely! In about three years? I think it’s possible! Why do I say that? The real breakout point for RWA, I think, could be around 2026-2028, depending on macro interest rate cycles + regulatory clarity + maturity of on-chain infrastructure (especially L2s and compliance chains). RWA = Ethereum ecosystem’s long-term organic growth. I deeply agree with this, and I also recognize that this is the best narrative to transform Ethereum from a "tech asset" into the "foundation of global finance." So, RWA fundamentally changes Ethereum’s status, not its short-term price. When the Fed starts releasing liquidity again and institutions begin custodial asset management on-chain, Ethereum’s role will shift from "tech asset" to "global financial settlement layer." At that moment, $60,000 ETH becomes a math problem, not a sentiment issue. Tom Lee’s take is very solid, but he’s being sneaky by not attaching a timeline. Still, looking back in the future, this year might actually be the best time to buy Ethereum! Because the RWA breakout is just a matter of time, and RWA can only explode on Ethereum! Everyone should own 10 ETH!