Ethereum News: Ethereum Could Be the “Biggest Macro Trade” for the Next 15 Years, Says Fundstrat
Key TakeawaysLong-Term Bull Case: Fundstrat predicts Ethereum will be the biggest macro trade for the next 10–15 years.Price Targets: ETH could reach $12,000–$15,000 by the end of 2025, with even higher long-term potential.Institutional Momentum: Record ETF inflows, corporate accumulation, and sovereign allocations are driving structural demand.Ethereum (ETH) could be the defining investment opportunity of the next decade, according to Fundstrat Capital chief information officer Thomas Lee, who called ETH “arguably the biggest macro trade for the next 10 to 15 years.”Speaking on Wednesday, Lee said Wall Street’s adoption of blockchain technology — alongside AI-driven token economies — will heavily favor Ethereum. He pointed to the recently passed GENIUS Act and the SEC’s Project Crypto as regulatory catalysts that will accelerate blockchain integration into global finance.“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,” Lee said.Fundstrat Sees $12K–$15K ETH by Year-EndSean Farrell, Fundstrat’s head of digital asset research, forecasts Ether could climb to $12,000–$15,000 before the end of 2025, noting there is “still plenty of upside” from current levels near $4,757.Ethereum currently commands 55% of the $25 billion real-world asset (RWA) tokenization market, per RWA.xyz, and holds the same dominance in the stablecoin sector.ETH has surged 60% over the past 30 days, reaching a four-year high of $4,770 — just 2.5% shy of its November 2021 all-time high. Year-to-date, Ethereum has gained 28%, outpacing Bitcoin’s 18%.BitMine’s $20B ETH Treasury AmbitionInstitutional and corporate accumulation is adding to the bullish case. BitMine Immersion Technologies, the world’s largest Ethereum treasury holder, has acquired 1.2 million ETH since July, worth nearly $5.5 billion.The company plans to raise $20 billion to expand its holdings further. Its stock (BMNR) has skyrocketed 1,300% in the same period.Structural Demand Meets Finite SupplyRachael Lucas, a crypto analyst at BTC Markets, said large-scale corporate and sovereign accumulation is removing substantial liquidity from the market:“When you combine record ETF inflows with corporate and sovereign balance sheet allocations, the result is deep structural demand meeting finite supply. That’s a recipe for sustained upward pressure on prices.”In July, BitMine suggested Ether’s implied value could reach as high as $60,000 under certain market conditions.With growing institutional adoption, dominant market share in tokenization and stablecoins, and unprecedented corporate accumulation, Ethereum’s path toward five-figure valuations could be fueled by structural demand for years to come — making it, as Fundstrat argues, a potential generational trade, according to Cointelegraph.
