Emre Yumlu 
Market strategy and research firm Fundstrat forecasts that Ethereum will be the biggest macro investment opportunity over the next decade and beyond. The firm projects that ETH could reach between $12,000 and $15,000 by the end of this year.
ETH’s Long-Term Growth Outlook
Fundstrat Capital CIO Thomas Lee stated, “ETH is set to become the largest macro trade over the next 10–15 years as artificial intelligence builds a token economy on the blockchain and Wall Street transitions its financial operations to blockchain.” Lee added that this growth will be supported by the GENIUS Act stablecoin regulations and the U.S. Securities and Exchange Commission’s “Project Crypto,” aimed at modernizing the agency for the digital finance era.
Fundstrat’s head of digital asset research, Sean Farrell, pointed to the $12,000–$15,000 range as a realistic year-end target, noting there is still “significant upside potential.”
ETH’s Market Dominance
Lee emphasized that most stablecoins and Wall Street blockchain projects are built on the ETH network. According to RWA.xyz, ETH currently commands a 55% market share in the $25 billion real-world asset (RWA) tokenization sector.
Close to Price Record
ETH has surged 60% over the past 30 days, hitting a four-year high of $4,770 — just 2.5% below its all-time peak from 2021. Lee noted, “Ethereum has outperformed Bitcoin year-to-date, gaining 28% compared to Bitcoin’s 18% rise.”
BitMine’s Massive ETH Move
BitMine Immersion Technologies, the world’s largest ETH treasury holder, is targeting a $20 billion fund. Since July, the company has accumulated 1.2 million ETH, bringing its holdings to nearly $5.5 billion. Over the same period, its shares (BMNR) have skyrocketed by 1,300%.
Strong Factors Supporting Price Growth
BTC Markets crypto analyst Rachael Lucas highlighted that these positions are strategic and long-term, removing substantial liquidity from the market. “When record ETF inflows combine with corporate and sovereign balance sheet allocations, it creates deep structural demand against finite supply,” she said. “That’s a recipe for sustained upward price pressure.”
In July, BitMine suggested that ETH could potentially reach a value as high as $60,000.
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