Tom Lee praises Ethereum Foundation: Infrastructure is key to financial upgrade, EF is playing a key role in the policy market.

Fundstrat co-founder Tom Lee pointed out on X platform on July 2 that the Ethereum Foundation is carefully addressing the key role of financial infrastructure, economics, and neutral blockchains in policy markets.
(Previous summary: Tom Lee's latest prediction: Ethereum up to $250k, market cap could reach $30 trillion, surpassing the total of the Magnificent Seven stocks)
(Background supplement: Ethereum now has a dedicated business team! Non-profit organization Ethereum Institutional officially established, aggressively advancing)

U.S. Fundstrat co-founder Tom Lee posted on X platform on July 2, expressing delight that the Ethereum Foundation is carefully addressing core issues regarding the roles of governments and policy markets in financial infrastructure, economics, and neutral blockchains such as Ethereum.

How to view Ethereum's financial infrastructure

Tom Lee mentioned in his tweet that the Ethereum Foundation is not only advancing technological development but also focusing on building financial infrastructure. This reflects that the Ethereum ecosystem is shifting from a "technology-oriented" to a "finance and policy dual-track" strategic layout.

He specifically highlighted two key aspects:

• Financial infrastructure: On-chain transformation of traditional financial core functions including clearing, settlement, liquidity channels, etc.
• Economics and neutral blockchains: Policy makers' trust building in decentralized infrastructure, and the positioning of neutral blockchains as financial public utilities.

Parallel developments: Institutional funds continue to increase ETH positions

Around the time of Tom Lee's post, the Ethereum market also showed signs of institutional capital inflow:

• On July 1, BlackRock transferred 20,598 ETH (approximately $32.39 million) and 3,625 BTC to Coinbase, with expectations of further transfers.
• On July 2, on-chain data showed a whale going long 22,000 ETH with 20x leverage, with the position valued at $35.37 million.

These capital movements confirm the "financial infrastructure" logic mentioned by Tom Lee — institutions are no longer just holding tokens, but are allocating capital and trading through Ethereum's on-chain facilities.

Great to see the @ethereumfndn to thoughtfully address critical issues for governments and policy markets on financial infrastructure, economics and the key role neutral blockchains like ethereum ethereum:native https://t.co/NxdDAw5yzX

— Thomas (Tom) Lee (not drummer) FundstratDirect.com (@fundstrat) July 1, 2026