FameEX Hot Topics | Fundstrat Calls Ethereum the 'Biggest Macro Trade' for the Next 10-15 Years

Fundstrat, a leading market strategy and research firm, has predicted that Ethereum will be the "biggest macro trade" for the next 10 to 15 years, forecasting a potential rally to as high as $15,000 by the end of 2025. The firm’s Chief Information Officer, Thomas Lee, emphasized that Ethereum is positioned at the forefront of the blockchain-driven token economy, which is fueled by advancements in artificial intelligence and the increasing interest from Wall Street in blockchain financialization.

Supporting this outlook, Fundstrat’s Head of Digital Asset Research, Sean Farrell, projected that Ethereum could reach anywhere from $12,000 to $15,000 by the end of 2025. This suggests significant upside potential for Ethereum, which has already established a strong market presence. Additionally, Fundstrat’s research highlights regulatory changes, including the GENIUS Act for stablecoin regulations and the U.S. Securities and Exchange Commission's (SEC) “Project Crypto,” which are expected to further bolster Ethereum’s growth by modernizing digital finance regulations.

Ethereum's dominance in the real-world asset (RWA) tokenization space is another key factor contributing to its bullish outlook. Currently, Ethereum commands a 55% market share in the $25 billion RWA tokenization sector, according to RWA.xyz. This leading position reflects Ethereum’s essential role in the emerging trend of tokenizing real-world assets, further strengthening its place in the financial ecosystem.

In the past month, Ethereum's price has surged by 60%, reaching a four-year high of $4,770, just 2.5% shy of its 2021 peak. This impressive price performance highlights Ethereum’s continued outperformance relative to Bitcoin, which has gained only 18% year-to-date. Lee noted that Ethereum's recent rally has outpaced Bitcoin, cementing its status as the preferred investment for many digital asset investors.

BitMine Immersion Technologies, the largest Ethereum treasury holder, has capitalized on Ethereum’s growth by acquiring 1.2 million ETH since July, bringing its treasury to nearly $5.5 billion. This accumulation strategy is part of BitMine’s $20 billion fundraising goal to strengthen its Ethereum holdings. Analyst Rachael Lucas from BTC Markets highlighted that such long-term positions are draining liquidity from the market, and when combined with record ETF inflows and corporate balance sheet allocations, they create substantial structural demand for Ethereum.

Disclaimer: The information provided in this section is for reference only and does not represent any investment advice or the official views of FameEX.