Ethereum $ETH could become the largest macroeconomic deal of the next 10-15 years—this conclusion was reached by analysts at the research firm Fundstrat. They predict that the price of Ethereum will reach $12,000-$15,000 by the end of the current year.

'#Ethereum is arguably the largest macroeconomic deal in the next 10-15 years, as artificial intelligence creates a tokenized economy on the blockchain, and Wall Street shifts to blockchain financing,' said Fundstrat Capital's Chief Investment Officer Thomas Lee.

Sean Farrell, head of digital asset research at the company, indicated that Ethereum 'still has significant growth potential' and could rise to $12,000-$15,000 by the end of the year.

Wall Street bets on Ethereum

Lee explained his position in a corporate research report, noting that Wall Street's interest will be stimulated by stablecoin regulation under the GENIUS Act and the SEC's 'crypto project' aimed at modernizing the agency for the digital finance era.

According to the analyst, most stablecoins and Wall Street projects are built on Ethereum. The network controls a significant market share—55% of the $25 billion real asset tokenization sector (#RWA ), according to data from RWA.xyz. Ethereum also holds 55% of the entire stablecoin market.

Explosive growth over the month

Over the past 30 days, Ethereum soared by 60%, reaching a four-year high of $4,788—just 1.6% below its peak in 2021. 'Ethereum has outperformed Bitcoin since the beginning of the year, gaining 28% compared to 18% for Bitcoin,' noted Lee.

An interesting role in this growth is played by BitMine Immersion Technologies—the largest corporate holder of Ethereum. Since the beginning of July, the firm has aggressively accumulated the cryptocurrency, gathering 1.2 million Ethereum worth nearly $5.5 billion. During the same period, the company's shares (BMNR) skyrocketed by 1,300%.

BitMine plans to raise $20 billion to further increase its reserves. In July, the company suggested that the fair value of Ethereum could reach $60,000.

Fundstrat's forecasts are based on fundamental changes in the financial ecosystem, where Ethereum is becoming the foundational infrastructure for a new tokenized economy.