以太坊是未来10-15年“最大的宏观交易”：Fundstrat

以太坊是未来10-15年“最大的宏观交易”：Fundstrat
Ethereum Is The "Biggest Macro Trade" For The Next 10-15 Years: Fundstrat

原始链接: https://www.zerohedge.com/crypto/ethereum-biggest-macro-trade-next-10-15-years-fundstrat

## 以太坊有望迎来大幅上涨，Fundstrat称市场调研公司Fundstrat预测，以太坊（ETH）将成为未来十年“最大的宏观交易”，可能在2025年底达到12,000-15,000美元，甚至根据一些估计达到60,000美元。这种乐观前景源于人工智能推动的不断增长的代币经济，以及华尔街对区块链技术的日益采用，这受到GENIUS法案和SEC“Project Crypto”等新法规的推动。目前，以太坊在稳定币（55%市场份额）和真实世界资产（RWA）代币化（55%市场份额）领域占据主导地位。ETH在过去30天内已上涨60%，表现优于比特币。进一步提振乐观情绪的是，最大的以太坊储备BitMine正计划筹集200亿美元，此前已积累了价值55亿美元的ETH，从而从市场中移除了大量流动性。分析师认为，这与ETF流入和机构投资相结合，为持续的价格上涨奠定了坚实的基础。

原文

Authored by Martin Young via CoinTelegraph.com,

Market strategy and research firm Fundstrat said Ether will be the “biggest macro trade” over the next 10 years, as it predicted Ether may rally to as much as $15,000 by the end of 2025.

“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 financializes on the blockchain,” said Fundstrat Capital chief information officer Thomas Lee on Wednesday.

Head of digital asset research for Fundstrat, Sean Farrell, said ETH could go as high as $12,000 to $15,000 by year-end, “so there is still plenty of upside.”

Lee was echoing his comments in a company research bulletin on Wednesday, where he explained that the Wall Street push will be spurred by the GENIUS Act stablecoin regulations and by the US Securities and Exchange Commission’s “Project Crypto,” which aims to modernize the agency for the digital finance age.

Lee said the majority of stablecoins and Wall Street projects are being built on Ether.

The Ethereum network currently has a commanding 55% market share of the $25 billion real-world asset (RWA) tokenization sector, according to RWA.xyz.

Ethereum has 55% of the entire stablecoin market. Source: RWA.xyz

Big price predictions for Ether

ETH has skyrocketed 60% over the past 30 days, hitting a four-year high of $4,770, just 2.5% away from its 2021 peak, during early trading on Thursday.

“Ethereum is outperforming Bitcoin YTD, gaining +28% vs +18% for Bitcoin,” Lee pointed out.

BitMine has $5.5 billion worth of ETH

The world’s largest Ethereum treasury company, BitMine Immersion Technologies, has targeted a huge $20 billion raise to increase its treasury.

The firm has aggressively accumulated 1.2 million ETH since the beginning of July, and its treasury is now worth almost $5.5 billion.

Meanwhile, company stock (BMNR) has skyrocketed 1,300% over the same period.

Recipe for sustained upward pressure

In a note seen by Cointelegraph, BTC Markets’ crypto analyst, Rachael Lucas, said these positions are strategic and long-term, “taking substantial liquidity out of the market.”

“When you combine record ETF inflows with corporate and sovereign balance sheet allocations, the result is deep structural demand meeting finite supply,” she said, adding:
“That’s a recipe for sustained upward pressure on prices, and a sign that digital assets are firmly embedded in global capital markets.”

In July, BitMine suggested the implied value of Ether could be as high as $60,000.

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