The analytical company Fundstrat has released an updated forecast regarding the cryptocurrency Ethereum, according to which its value could reach $12,000–$15,000 by the end of 2025. Experts from the organization believe that Ethereum will become one of the key macroeconomic events in the next 10–15 years.
This is reported by Finway
Key Factors for Ethereum’s Growth
The main driving force behind the potential growth of Ethereum, according to Fundstrat specialists, is the active adoption of blockchain on Wall Street, made possible by the legalization of stablecoins in the United States. The stablecoin law, signed by U.S. President Donald Trump, has accelerated the transition of institutional investors to blockchain solutions. An additional incentive has been the implementation of the Project Crypto initiative by the U.S. Securities and Exchange Commission, which aims to reform the digital asset market and create new regulatory rules for the industry.
Forecast and Recommendations from Fundstrat Experts
“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.
In his detailed analysis, Fundstrat Capital’s Chief Information Officer Thomas Lee emphasized that the company has officially added Ethereum to its list of key assets alongside Mag7 and Bitcoin. Since the beginning of 2025, Ethereum has shown better growth performance than Bitcoin: 28% compared to 18%. Meanwhile, the price of Ethereum remains within 3–5% of its all-time high (ATH), indicating significant potential for further value appreciation.
Analysts emphasize that the global momentum for accumulating crypto assets by large investment firms is not yet exhausted. According to information obtained by Fundstrat from Bank of America, currently only 9% of major counterparties have added crypto assets to their portfolios, while gold has a figure of 48%.
To mitigate risks, experts recommend that investors pay attention to proxy instruments for investing in Ethereum. This includes shares of spot funds or companies that manage treasuries based on this asset, such as BitMine, SharpLink Gaming, and Ether Machine.
Additionally, Thomas Lee noted that the easing of the U.S. Federal Reserve’s policy could become another important macroeconomic factor for the market. According to him, the probability of a rate cut in September 2025 is estimated at 94%.