The analytical company Fundstrat has presented an optimistic forecast for Ethereum, predicting its value will rise to $12,000–$15,000 by the end of 2025. According to experts, Ethereum will be a key macroeconomic event in the next 10–15 years.
This is reported by Business • Media
Main factors for Ethereum’s growth
Fundstrat Capital’s Chief Technology Officer Thomas Lee emphasized that the adoption of blockchain technologies on Wall Street, particularly due to the legalization of stablecoins, is the main driver of the asset’s growth. Among the important factors, experts highlight:
- the passage of the stablecoin law by U.S. President Donald Trump, which facilitated the transition of major financial institutions to blockchain use;
- the Project Crypto initiative by the U.S. Securities and Exchange Commission, aimed at reforming the digital asset market through the development of new regulatory rules.
“Ethereum is likely the biggest macroeconomic deal in the next 10-15 years, as artificial intelligence creates a token economy on the blockchain, and Wall Street finances blockchain,” he noted.
Market dynamics and expert recommendations
Since the beginning of 2025, Ethereum has shown better growth performance compared to Bitcoin: a 28% increase versus 18%. Currently, the price of ETH remains within 3–5% of its historical high, which analysts believe provides potential for further upward movement. At the same time, Fundstrat believes the global momentum for accumulating crypto assets by large capital management companies has not yet peaked.
According to data provided by Thomas Lee, only 9% of large financial counterparties have added crypto assets to their portfolios, while the share of such investments in gold is 48%. To minimize risks, experts recommend using indirect investments—investing through shares of spot funds or companies managing treasuries based on Ethereum. Among such companies are BitMine, SharpLink Gaming, and Ether Machine.
An additional macroeconomic factor could be the easing of the U.S. Federal Reserve’s policy. According to Fundstrat’s calculations, the probability of a rate cut by the regulator in September 2025 has reached 94%.