Ethereum News Today: Ethereum Positioned as Top Macro Trade for 10-15 Years by Fundstrat

Fundstrat, a leading market strategy and research firm, has declared Ethereum (ETH) as the "biggest macro trade" for the next 10 to 15 years, citing its central role in the evolving blockchain and tokenized financial ecosystem. According to Fundstrat’s chief information officer, Tom Lee, the convergence of artificial intelligence with blockchain technology and the increasing adoption of crypto assets by Wall Street institutions are set to transform global finance [1]. This transformation, Lee argues, positions Ethereum as a foundational asset rather than just a speculative token, with significant implications for long-term investment strategies.

Sean Farrell, Fundstrat’s head of digital asset research, has projected that ETH could reach prices between $12,000 and $15,000 by the end of 2025, based on current market dynamics and structural demand. Farrell emphasized that Ethereum still has substantial upside potential, even after its recent rally [1]. These forecasts align with Lee’s broader thesis, which highlights the role of regulatory developments such as the GENIUS Act and the SEC’s “Project Crypto” in accelerating the financialization of blockchain assets.

Ethereum’s dominance in the tokenization space is already evident. The network holds a 55% market share in the $25 billion real-world asset (RWA) tokenization sector, according to RWA.xyz [1]. Additionally, Ethereum’s share in the stablecoin market remains substantial, further cementing its infrastructure role in the digital economy. Lee noted that most stablecoin and Wall Street-related projects are being built on Ethereum, reinforcing its position as the go-to platform for institutional blockchain initiatives.

Recent price performance has also supported Fundstrat’s bullish stance. Over the past 30 days, ETH surged by 60%, reaching a four-year high of $4,770, just 2.5% shy of its 2021 peak [1]. Year-to-date, Ethereum has outperformed Bitcoin, gaining +28% compared to Bitcoin’s +18%. This outperformance has drawn attention from institutional investors and macro strategists, who are increasingly incorporating Ethereum into their long-term asset allocations.

BitMine, the largest Ethereum treasury company led by Tom Lee, has also contributed to the narrative. The firm has accumulated 1.2 million ETH since July, with its treasury now valued at nearly $5.5 billion. Its stock, BMNR, has surged by 1,300% over the same period, reflecting growing investor confidence in Ethereum-backed assets [1]. BTC Markets analyst Rachael Lucas noted that such large-scale accumulation by institutional players effectively removes liquidity from the market, which can create sustained upward pressure on Ethereum’s price [1].

While these forecasts and strategies are forward-looking, they reflect a growing consensus among macro investors about the long-term value of Ethereum. As digital assets become more embedded in global capital markets, Ethereum’s role as a foundational layer for decentralized finance and tokenized assets is likely to expand, offering a compelling macroeconomic trade for investors with a multi-decade horizon.

Source:

[1] Cointelegraph, [https://cointelegraph.com/news/ethereum-the-biggest-macro-trade-over-the-next-10-15-years-fundstrat](https://cointelegraph.com/news/ethereum-the-biggest-macro-trade-over-the-next-10-15-years-fundstrat)