[Tom Lee: ETH/BTC Exchange Rate Will Strengthen in the Second Half of 2026] According to a report by Jinse Finance, on July 3, Tom Lee, chairman of Ethereum's largest treasury BitMine, stated that there is ample reason for the ETH/BTC exchange rate to strengthen in the second half of 2026. The core logic is that the narrative of ETH as a currency is gaining market attention. Tom Lee highlighted three major catalysts: the continued growth of stablecoins, the wave of asset tokenization, and the increasing number of new forks and projects in the Ethereum ecosystem, all of which are enhancing ETH's value storage attributes and improving its performance relative to BTC. Tom Lee explicitly predicted that the ETH/BTC exchange rate will rise throughout 2026 and emphasized that this is a key indicator worth closely monitoring. Tom Lee also believes that macroeconomic factors will support the ETH/BTC exchange rate: declining oil prices easing inflationary pressures, cryptocurrencies remaining downstream beneficiaries of the AI narrative, and the advancement of the 'CLARITY Act' and 'GENIUS Act' preserving a regulatory tailwind.