This Unstoppable Cryptocurrency Could Soar 300% By the End of 2025, According to Tom Lee of Fundstrat

Key Factors

• Ethereum may hit $15,000 by the finish of the yr, in accordance to Tom Lee of Fundstrat.

• The convergence of Wall Road finance and blockchain finance is main to increased valuation targets for Ethereum.

• Stablecoins might be the excellent use case for Ethereum, serving to it attain a mainstream viewers.

• 10 shares we like higher than Ethereum ›

In the crypto market, all eyes at the moment are on Ethereum (CRYPTO: ETH), which is up a head-spinning 50% over the previous 30 days. The worth of Ethereum is now $3,600, with no indicators of slowing down anytime quickly.

The truth is, Tom Lee, the co-founder of Fundstrat and the chairman of a brand new Ethereum Treasury Firm, thinks a good value for Ethereum might be as excessive as $15,000. And he thinks Ethereum may get there by the finish of the yr. However is he proper? Could Ethereum actually skyrocket 300% in a span of mere months?

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The Wall Road convergence concept

Central to Tom Lee’s thesis is the concept that the worlds of Wall Road finance and blockchain finance are converging. Phrases like “stablecoins” and “tokenization” have gotten mainstream, and the new crypto insurance policies of the Trump administration have been very bullish for crypto. That would appear to counsel huge issues forward for the world of decentralized finance (DeFi), which is a broad, catch-all time period for all the new monetary services and products that blockchain expertise makes attainable.

According to Tom Lee, Ethereum is Wall Road’s favourite blockchain. It is huge, it is international, and it is a title that has been round for greater than a decade. Everybody remembers Ethereum as the powerhouse that led the approach throughout the earlier crypto bull market rally of 2020-2021.

Proper now, Ethereum accounts for roughly 50% of the stablecoin market and 60% of the tokenized property market, so it is simple to make the case that it’s, certainly, the favourite blockchain of Wall Road. Different Layer 1 blockchains have emerged in the previous few years, however none have made a big dent in Ethereum’s market dominance. So, on this foundation alone, I agree with Tom Lee that Ethereum might be considerably undervalued.

A “ChatGPT second” for Ethereum?

However here is the place issues get actually attention-grabbing. In a current interview with CoinDesk, Tom Lee prompt that stablecoins may signify a “ChatGPT second” for Ethereum. Assume again to 2022. No one heard of generative AI till ChatGPT appeared. Now, no one can cease speaking about it.

Tom Lee thinks the identical kind of phenomenon goes to occur with Ethereum, and it’ll all begin with stablecoins. They’re the excellent kind of use case to reveal the energy of the Ethereum blockchain.

Picture supply: Getty Photos.

Admittedly, nearly everybody appears to have fallen in love with stablecoins this summer season. The U.S. authorities loves them as a result of they may assist to remedy some main macroeconomic issues. Retailers love them as a result of they may assist to remove bank card processing charges. Monetary establishments love them as a result of they may generate new yield methods. The quantity of corporations rumored to be launching new stablecoins is nearly too huge to record, and consists of heavyweights in the tech, retail, and monetary companies industries.

Nonetheless, issues get dicey when you begin to discuss valuation. So as to get from $3,600, the place Ethereum is now, to $15,000, the place Ethereum wants to be by the finish of the yr, so much wants to go proper.

To make the numbers work, Tom Lee has prompt that Circle Web Group (NYSE: CRCL), issuer of the USDC (CRYPTO: USDC) stablecoin, might be a helpful valuation comp. In different phrases, he needs traders to worth Ethereum the identical approach that they’re valuing Circle, which went completely ballistic after its June IPO.

Are you able to belief the hype?

Simply keep in mind — as well as to his function at Fundstrat, Tom Lee can be chairman of Bitmine Immersion Applied sciences, an Ethereum Treasury Firm. So, he has a vested curiosity in speaking up the value of Ethereum. Persons are already drawing parallels between Tom Lee at Bitmine Immersion Applied sciences and Michael Saylor at Technique. When was the final time you ever heard Saylor say that the value of Bitcoin was going to fall?

Keep in mind, too, that at the starting of the yr, many individuals had been prepared to overlook all about Ethereum. The blockchain appeared to be damaged, builders had been demoralized, and Vitalik Buterin, the co-founder of Ethereum, hinted he may give up. The worth of Ethereum fell for the first few months of the yr. That’s, till the announcement of the first publicly traded Ethereum Treasury Firm at the finish of Might. That is what actually kicked off all the buzz round Ethereum.

And, to prolong the ChatGPT analogy, there may be now a complete host of rival AI tasks — together with Grok, Claude, and DeepSeek — which can be arguably simply pretty much as good, and even higher, than ChatGPT. The identical factor is true in the blockchain world. Ethereum may get all the buzz, however different Layer 1 blockchains, together with Solana, is likely to be simply pretty much as good, and even higher.

That leads me to suppose that possibly the hype round Ethereum is constructing to unsustainable ranges. Whereas I can simply see Ethereum making a run at its all-time excessive of $4,891 inside the subsequent 12 months, it appears nearly unattainable that Ethereum is headed to $15,000 by the finish of 2025.

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Dominic Basulto has positions in Bitcoin, Circle Web Group, Ethereum, Solana, and USDC. The Motley Idiot has positions in and recommends Bitcoin, Ethereum, and Solana. The Motley Idiot has a disclosure coverage.