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Tom Lee: Ethereum Rotation Has Already Begun
Fundstrat's Tom Lee believes the long-awaited rotation into Ethereum has already begun . Ethereum surged 32% over the past week, climbing to $2,437, confirming strong institutional liquidity flows into the market following the White House Crypto Summit . Lee argues that Ethereum's long-term catalysts—including tokenization and agentic AI adoption—could exceed those seen during the ICO boom and NFT cycle. For the #GateStockInsightsChallenge, this presents an opportunity to analyze whether ETH's relative strength against BTC will continue as institutional capital rotates into the Ethereum ecosystem.