- Fundstrat projects Ethereum to hit $12K-$15K by 2025 on institutional adoption.
- Ethereum dominates 55% of the $25B real-world asset tokenization market.
- Corporate ETH accumulation, led by BitMine, could sustain long-term price growth.
The Wall Street research firm Fundstrat brought together a new forecast for Ethereum predicting the price to surge between $12,000 and $15,000 by the end of 2025. The firm is now calling ETH the “biggest macro trade” of the next decade, a bet it says is driven by a perfect storm of Wall Street adoption, new stablecoin regulations, and the growth of tokenized real-world assets (RWAs).
Wall Street and Regulation Set the Stage
Fundstrat’s chief, Thomas Lee, argues that Ethereum will play a central role in the blockchain economy for the next decade.
He points to the new GENIUS Act, which creates clear rules for stablecoins, and the SEC’s “Project Crypto” as key regulatory developments that are accelerating institutional adoption. With most stablecoin and enterprise projects already building on Ethereum, its position as the leading smart contract platform is only getting stronger.
Moreover, Ethereum currently controls around 55% of the $25 billion real-world asset tokenization market, according to RWA.xyz. This dominance gives it a first-mover advantage as tokenized bonds, real estate, and other assets transition to the blockchain.
What about NFTs? The RWA market is big, but don’t forget about the multi-billion dollar NFT market that also runs on Ethereum. Here’s our report on the ETH-NFT connection.
Corporate Demand Is Creating a Supply Squeeze
BitMine Immersion Technologies, the largest corporate holder of Ethereum, has been aggressively expanding its treasury since July. The company now owns about 1.2 million ETH, valued at nearly $5.5 billion, and has announced plans to raise $20 billion for further accumulation. Its stock price has surged 1,300% in the same period.
According to analysts, this type of large-scale, long-term buying removes significant liquidity from the market. Combined with strong inflows into ETH exchange-traded funds, corporate and even sovereign accumulation could sustain upward price pressure for months or even years.
How ETH Is Performing Right Now
This all comes as Ethereum has climbed 60% in the last month alone, hitting a four-year high of $4,770 and now sitting just shy of its 2021 all-time high.
Year-to-date, ETH is up 28%, significantly outperforming Bitcoin’s 18% rise. At press time, ETH was trading at $4,736 with a market cap of nearly $572 billion.
A growing consensus: Fundstrat isn’t the only big name with a huge ETH target. Here’s our report on Standard Chartered’s bullish ETH forecast.
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