Market strategy and research firm Fundstrat believes Ether will be the “biggest macro trade” of the next decade, forecasting a potential rally to as high as $15,000 by the end of 2025.
“ETH is arguably the biggest macro trade for the next 10 to 15 years as AI creates a token economy on the blockchain and as Wall Street financializes on the blockchain,” said Thomas Lee, Fundstrat Capital’s chief information officer, on Wednesday.
Sean Farrell, Fundstrat’s head of digital asset research, echoed the bullish outlook, projecting ETH could reach between $12,000 and $15,000 by year-end, noting there is “still plenty of upside.”
Lee reiterated these views in a research bulletin the same day, highlighting that Wall Street’s involvement will be driven by the GENIUS Act’s stablecoin regulations and the SEC’s “Project Crypto,” which aims to modernize the regulator for the digital finance era.
He also emphasized that most stablecoins and institutional blockchain initiatives are being built on Ethereum. Currently, the Ethereum network holds a dominant 55% share of the $25 billion real-world asset (RWA) tokenization market, according to RWA.xyz.
Bold Price Forecasts for Ether
Farrell also forecast that Ether could climb to $10,000 — more than double its current price.
Over the past 30 days, ETH has surged 60%, reaching a four-year high of $4,770 in early trading on Thursday, just 2.5% shy of its 2021 all-time high.
“Ethereum is outperforming Bitcoin year-to-date, up 28% compared to Bitcoin’s 18% gain,” noted Lee.
BitMine Holds $5.5 Billion in Ether
Tom Lee chairs BitMine Immersion Technologies, the world’s largest Ethereum treasury holder, which is aiming to raise a massive $20 billion to expand its reserves.
Since early July, the firm has aggressively acquired 1.2 million ETH, bringing its treasury’s value to nearly $5.5 billion. Over the same period, BitMine’s stock (BMNR) has surged 1,300%.
Formula for Lasting Upward Momentum
In a note shared with Cointelegraph, BTC Markets crypto analyst Rachael Lucas described these positions as strategic and long-term, effectively “removing substantial liquidity from the market.”
“Combine record ETF inflows with corporate and sovereign balance sheet allocations, and you get deep structural demand colliding with a finite supply,” she said, adding:
“That’s a recipe for sustained upward pressure on prices, and a sign that digital assets are firmly embedded in global capital markets.”
In July, BitMine suggested the implied value of Ether could be as high as $60,000.
