Ethereum’s Price Rally Expected Amid Tokenisation Growth and Geopolitical Uncertainty Tom Lee, chair of Bitmine, a digital asset treasury firm heavily invested in Ethereum, has predicted that the cryptocurrency’s price will rise in March despite ongoing uncertainties related to the war in Iran. Lee argued that Ethereum’s value is poised for a rebound as tokenisation efforts gain momentum, with major financial institutions increasingly adopting blockchain-based solutions. Tokenisation, the process of converting ownership rights in assets like real estate, stocks, or bonds into digital tokens on a blockchain, has attracted attention from industry leaders. Larry Fink, CEO of BlackRock, has praised the technology for its potential to enhance efficiency and reduce corruption. Lee emphasized that the surge in tokenised fund announcements is largely concentrated on Ethereum, suggesting that the platform’s growing role in financial innovation will drive its price upward. Lee’s bullish outlook comes amid a significant downturn for Ethereum, which has dropped over 50% since the October mass liquidation event that triggered a $2 trillion crypto market drawdown. Bitmine, which holds a substantial stake in Ethereum, has also seen its share price decline by 66% since September, trading at $20 per share. Despite these losses, Luke Nolan, a senior research associate at CoinShares, noted that paper losses during market downturns are not equivalent to permanent losses, especially in the absence of forced liquidations or margin calls. Wall Street’s interest in Ethereum has intensified, with BlackRock’s holdings of Bitmine shares increasing by 166% to $246 million in the fourth quarter of 2025, according to SEC filings. This trend reflects broader confidence in the asset class, as financial institutions seek to capitalize on discounted valuations.#ethereum #blackrock #bitmine #tom_lee #larry_fink
