Key highlights:
- Fundstrat predicts Ethereum will hit $12K-$15K by end of 2025.
- Ethereum dominates 55% of real asset tokenization and stablecoin markets.
- BitMine’s $20B plan to boost Ethereum reserves fuels rally and momentum.
Ethereum could be the biggest macroeconomic trade of the next 10-15 years, according to analysts at research firm Fundstrat.
Tom Lee predicts that the price of Ethereum will reach $12,000 to $15,000 by the end of this year.
“ETH is arguably the biggest macro trade for the next 10-15 years as AI creates a token economy on the blockchain and as Wall Street financializes on the blockchain,” stated Fundstrat Capital Chief Investment Officer Thomas Lee.
The company’s head of digital asset research, Sean Farrell, confirmed that Ethereum “still has significant upside potential” with targets between $12,000 and $15,000 by year-end.
Wall Street bets on Ethereum
Lee elaborated in a corporate research report that Wall Street’s growing interest will be fueled by the regulation of stablecoins under the GENIUS Act and the U.S. Securities and Exchange Commission’s “Project Crypto,” which aims to modernize the agency for the digital finance era.
Most stablecoins and many Wall Street blockchain projects are built on Ethereum, which controls about 55% of the $25 billion real asset tokenization (RWA) market and holds 55% of the total stablecoin market.
55% of stablecoins use Ethereum. Source:RWA.xyz
Explosive growth and institutional support
In the past 30 days, Ethereum’s price surged by 60%, reaching a four-year high near $4,788, just 1.6% shy of its 2021 peak. “Ethereum has outperformed Bitcoin year-to-date, up 28% versus Bitcoin’s 18%,” Lee noted.
A major driver in this rally is BitMine Immersion Technologies, the largest corporate holder of Ethereum. BitMine has aggressively accumulated 1.2 million ETH, valued at nearly $5.5 billion, with its shares (BMNR) soaring over 1,300% in the same period.
BitMine (BMNR) plans to raise $20 billion to further expand its Ethereum reserves. In July, the company suggested that Ethereum’s fair value could reach as high as $60,000.
Fundstrat’s bullish forecasts are based on fundamental shifts in the financial ecosystem, with Ethereum positioned as the infrastructure for a new tokenized economy.
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Source: https://coincodex.com/article/71501/ethereum-wall-street-ai-tokenization-2025-forecast/
