Ethereum is being called the “biggest macro trade” for the next 10 to 15 years, and the prediction comes from none other than market research firm Fundstrat.
Thomas Lee, the firm’s chief information officer, believes Ethereum’s role will grow massively as artificial intelligence drives a token economy on blockchain and Wall Street shifts more of its operations onto decentralized networks.
He points out that new regulations like the GENIUS Act for stablecoins and the SEC’s “Project Crypto” will accelerate this trend.
Fundstrat’s head of digital asset research, Sean Farrell, sees Ethereum hitting between $12,000 and $15,000 by the end of this year. That’s a bold forecast considering ETH is already having a strong run, up 60% in the last 30 days and reaching $4,770, its highest level in four years and just 2.5% below its 2021 record. Lee also noted that Ethereum is outperforming Bitcoin in 2025 so far, with a 28% gain compared to Bitcoin’s 18%.
Ethereum isn’t just winning on price; it’s also dominating key sectors. The network holds 55% of the $25 billion real-world asset tokenization market and an equal share of the entire stablecoin market. With most stablecoins and major Wall Street blockchain projects running on Ethereum, it has cemented itself as the backbone of tokenized finance.
One major example is BitMine Immersion Technologies, the world’s largest Ethereum treasury holder. Since July, it has accumulated 1.2 million ETH, now valued at $5.5 billion, and is aiming to raise a staggering $20 billion to buy even more. This massive accumulation has also sent BitMine’s stock price skyrocketing 1,300%.
Meanwhile, these large, long-term holdings are taking substantial liquidity out of the market. When combined with record ETF inflows and growing interest from corporations and governments, the result is deep, sustained demand meeting limited supply. That’s a setup that could keep Ethereum’s price climbing for years, with some, like BitMine, even imagining a future where ETH hits $60,000.
While many want to dive straight in, Michaël van de Poppe is urging patience for Ethereum buyers, saying the best entry point has passed for now. He’s watching $4.2K and $3.8K as ideal buy zones before aiming for a move above $5K.
This lines up with the bullish long-term outlook in our ETH news, while Lee sees ETH hitting $12K–$15K by year-end, Van de Poppe’s short-term caution highlights that even in a strong uptrend, waiting for pullbacks could offer better entries.
On the other side, Crypto analyst Jelle says Ethereum is finally breaking out after years of pressure, comparing it to a ball held underwater, and sets a first target of $7,500.
Fundstrat predicts ETH could reach $12,000–$15,000 by end of 2025, driven by AI adoption, Wall Street’s blockchain shift, and strong institutional demand.
Ethereum is up 28% vs. Bitcoin’s 18% in 2025 due to its dominance in tokenization (55% market share), stablecoins, and institutional adoption via ETFs and treasury holdings.
Analysts suggest waiting for pullbacks to $4.2K or $3.8K before buying, as ETH eyes $5K+ amid bullish trends but may see short-term corrections.
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