Tom Lee said Ethereum will perform well regardless, but a CLARITY Act passage would supercharge the move. He cited four catalysts. Sideline capital waiting out the four-year cycle until October, Ethereum’s 54% gain versus gold’s 13% and single-digit stock returns, and a coming institutional FOMO wave if Ethereum remains the best-performing asset past September 30. Lee said Ethereum could exceed its year-to-date highs on the ETH/BTC ratio, potentially reaching 0.04. At a $150,000 Bitcoin price, that would put Ethereum near $6,000, a figure he called conservative given the ratio’s prior high of 0.08.
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