Ethereum is the ‘biggest macro trade’ for next 10-15 years: Fundstrat

Key Points

1. Fundstrat forecasts ETH could reach $12,000 to $15,000 by the end of 2025, citing significant upside potential.

2. Ethereum currently holds a 55% market share in the $25 billion real-world asset (RWA) tokenization sector.

3. ETH has surged 60% in the past 30 days, nearing its 2021 peak, and is outperforming Bitcoin year-to-date (+28% vs. +18%).

4. BitMine Immersion Technologies, chaired by Tom Lee, has accumulated 1.2 million ETH (worth $5.5 billion) and aims for a $20 billion raise.

5. Analysts attribute sustained upward pressure to strategic long-term positions, ETF inflows, and regulatory developments like the GENIUS Act and SEC's 'Project Crypto'.