>Fundstrat's Tom Lee agrees with $10B Ethereum ETF inflow forecast for late 2025, following $1.17B June inflows showing demand.
>Ethereum processes $130B in stablecoins and $7B in tokenized treasuries, establishing its tokenized asset settlement layer dominance.
Fundstrat's Tom Lee supports Bitwise CIO Matt Hougan's projection for Ethereum ETFs. Both anticipate up to $10 billion flowing into these funds during late 2025. This estimate follows $1.17 billion measured inflows during June 2024.
Lee identifies Ethereum's role in tokenized assets as a primary driver. Ethereum currently processes $130 billion in stablecoin transactions, exceeding other blockchains. It also settles $7 billion in tokenized U.S. treasury products. Recent corporate tokenized stock initiatives further cement this utility.
