Fundstrat’s Tom Lee Reveals Why Investors Left Ethereum For Solana, But What Does Wall Street Want?

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Tom Lee, Veteran Trading Analyst, Fundstrat CO founder and the strategist Behind Bitmine’s Ethereum treasury strategyis once again for Ethereum.

During an interview with Mario Nawfal on X, Lee admitted, as the broader Krypto Community Ethereum gave up in favor of faster alternatives such as Solana and SUI. Institutional investors, in particular the Wall Street player, appreciate something far more important about what Only Ethereum can deliver.

Retail hunting speed, Wall Street prefers reliability

In the interview, Lee is questioned that blockchain networks must primarily have priority transaction speed. Rather, he argues that institutional investors, especially Wall Street investors, have a lot of emphasis on availability and reliability, properties that Ethereum has slower despite its basic layer.

Lee said that retail investors had left Ethereum because they thought faster and to lead them to high -throughout networks such as Solana and SUI with apparently superior economy. But according to him Wall Street thinks differently. Institutions prioritize “100 % available” because they can use layer-2 solutions at any time to compensate for the speed restrictions from Ethereum.

Interestingly, Lee pointed out that Ethereum was better than his colleagues. According to Lee, it is not just about yield, but about influence. “If Goldman puts enough ETH, you have a positive voice on the Ethereum itself and how you upgrade,” he said. In short, institutional stakeholders like Goldman Sachs would more about the influence of Ethereum by stacking, but this is not a weakness.

Solusd is now 202. Diagram: Tradingview

Lee found that many experienced investors with whom he had recently spoken to Ethereum was still considered below average, not because of technological defects, but because his price had been going back to Bitcoin for months. However, this perception is Now begin to change With Ethereum’s price campaign since July.

After Ethereum has been used over 4,800 US dollars, the price strength improves the trust of the crypto investors, and this dynamic could create the stage for much greater growth for its price campaign in the near future.

Ethereum Price Action

Ethereum has indeed a remarkable upward bow since July. At the end of August 2025, the Ethereum Prize beat its former all -time -high and acted over $ 4,880 for the first time in 2021 before finally reaching USD $ 4,946. In this part, the Ethereum overall market capitalization scored almost the 600 billion dollars

The rally was not just price campaign. There are repeated structural changes in institutional inflow dynamics in large cryptocurrencies, especially as in the Performance of Spot -thereum -Tfs compared to Bitcoin.

Although Ethereum since then entered in a correction path downwards At $ 4,400 levels, the feeling that Ethereum surrounds is still optimistic. Analysts have raised the end of the year Forecasts by Ethereum Between 6,000 and 12,000 US dollars based on Increased institutional engagement And a positive influence from the US -genial act. At the time of writing, Ethereum has been 1.1%in the last 24 hours at $ 4,390.

Selected picture of Unsplash, Diagram from Tradingview

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