Ethereum is emerging as a key focus for investors, with market research firm Fundstrat calling it the “biggest macro trade” over the next decade. The firm has forecast that Ether, Ethereum’s native token, could rise to between $12,000 and $15,000 by the end of 2025, a sharp increase from its current price of around $4,740.
Thomas Lee, chief information officer at Fundstrat, said Ethereum is well-positioned to benefit from the rise of AI-driven blockchain applications and Wall Street’s growing interest in digital assets. “Most stablecoins and institutional blockchain projects are being built on Ethereum,” he noted.
Sean Farrell, head of digital asset research at Fundstrat, said there is still significant upside for Ether this year. He predicted it could climb as high as $15,000 by year-end. Analysts point to recent developments such as the GENIUS Act, which provides clearer rules for stablecoins, and the SEC’s Project Crypto initiative, which aims to modernize digital asset regulations, as factors likely to boost institutional interest in Ethereum.
Ethereum has been on a strong run lately, jumping 60% in the past month and hitting $4,770 in early Thursday trading, just shy of its 2021 all-time high. Year-to-date, Ethereum has outperformed Bitcoin, with a 28% gain compared with Bitcoin’s 18%.
BitMine Immersion Technologies, the world’s largest Ethereum treasury company, chaired by Lee, currently holds $5.5 billion worth of Ethereum and plans to raise another $20 billion to expand its holdings.
Ethereum is still dominating the real-world asset tokenization market, taking up 55% of the $25 billion sector, according to RWA.xyz. With more big investors getting interested and regulations becoming clearer, Ethereum looks set to stay a major focus for years.
Also Read: Standard Chartered Raises Ethereum Price Target to $7,500
