Overview
- Speaking with ARK Invest, Lee argued that broad tokenization of money and assets positions Ethereum’s smart‑contract platform to capture dollar‑denominated activity.
- Lee framed Bitcoin as digital gold and cast Ethereum as neutral digital infrastructure where real‑world assets and collateral flows could be issued and traded.
- He maintained a bullish stance on Bitcoin, citing fair‑value targets of roughly $1.5 million to $2.1 million, alongside near‑term projections of about $200,000 for BTC and $10,000–$12,000 for ETH by end‑2025.
- Lee also floated a long‑range view that ETH could reach about $60,000 by 2030, presenting the flippening as a market‑structure thesis rather than a near‑term call.
- Context from the debate noted Bitcoin’s market value near $2.17 trillion versus Ethereum around $476 billion and referenced ARK’s $25 trillion 2030 crypto framework and contrasting views from Joseph Lubin and Samson Mow.