- Ethereum’s price has surged by 60% in the last month, reaching its highest level since late 2021 and outperforming Bitcoin year-to-date.
- Fundstrat, a market research firm, has named Ethereum the “biggest macro trade” for the next decade, with its research head projecting a price of $12,000 to $15,000 by the end of 2025.
- The optimistic forecast is driven by a convergence of factors including institutional adoption, regulatory clarity, and Ethereum’s dominance in the real-world asset (RWA) tokenisation.
Despite the recent correction that took a swing at the crypto market, Ethereum surged as much as 60% in the past month and hit US$4,778 (AU$7,350) on Thursday. This is ETH’s highest level since late 2021, a close distance from its all-time peak.
ETH remains one of the top-performing assets in crypto this year, outpacing Bitcoin with a 28 % year-to-date gain versus BTC’s 18%, according to market and research firm Fundstrat.
Related: 7 Siblings’ Ethereum Whale Group Sells $88M in ETH Amid Strategic Portfolio Moves
With momentum returning to Ethereum, Fundstrat is now positioning ETH as what it calls “the biggest macro trade” of the next decade.
In comments released Wednesday, Thomas Lee, Head of Research, projected that Ethereum could reach US$15K (AU$23K) by the end of 2025, citing the convergence of AI, stablecoin regulation, and blockchain adoption by Wall Street as major tailwinds.
“ETH is arguably the biggest macro trade for the next 10 to 15 years as AI creates a token economy on the blockchain and as Wall Street financialises on the blockchain,” Thomas Lee, founder of Fundstrat, stated.
ETH at $15K is The Target
The forecast is echoed by Sean Farrell, Fundstrat’s head of digital asset research, who sees a year-end price target in the US$12K–US$15K (AU$18K-AU$23k) range. “There is still plenty of upside,” he added.
Much of Fundstrat’s thesis revolves around regulatory and infrastructural shifts. Lee pointed specifically to the GENIUS Act as well as the SEC’s new crypto approach, which is basically an entire overhaul to how the agency treats legal matters for all things crypto.
“The majority of stablecoins and Wall Street projects are being built on Ether,” Lee said in Fundstrat’s latest research bulletin.
It’s true: data from RWA.xyz shows Ethereum controls 55% of the market share in the real-world asset (RWA) tokenisation, a segment now valued at roughly US$25B (AU$38B).
Related: US Crypto ETFs See Record Flows, Now Make Up Half of New Fund Launches
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