According to Fundstrat's research, the price of Ether could rise further before the end of 2025, with price targets ranging from $10,000 to $15,000.
Reports indicate that Ether has risen about 60% in the past 30 days and reached a four-year high of $4,770 in early trading, while other reports state that the token is at $4,694 and has recorded a 78% increase over an eight-week period.
These moves have pushed Ethereum close to its all-time high and fund managers are paying attention.
Fundstrat's Objectives and Rationale
According to Fundstrat's Chief Information Officer Tom Lee and Digital Asset Research Director Sean Farrell, institutional forces and new rules are key drivers.
They point to the activity of stablecoins and projects built primarily on Ethereum, and they cite regulatory efforts such as the GENIUS Act and the so-called SEC's Crypto Project as factors that could accelerate Wall Street's transition to blockchain.
Based on data, Ethereum holds 55% market share in the $25 billion real asset crypto space, a statistic that Fundstrat uses to argue for wider institutional adoption.
Institutional Demand and Large Buyer
Reports have revealed large-scale accumulation activities by companies that some analysts believe are reducing supply in the market.
BitMine Immersion Technologies is said to have added approximately 1.2 million ETH since early July, leaving the company with about $5.5 billion worth of Ether on its books. The company's stock (BMNR) has been highly volatile, with some reports suggesting a surge of 1,300% in a short time.
Fundstrat and other observers have indicated that those corporate bonds, combined with new ETF capital flows, could create a structured buyout for ETH if buying activity is sustained.
Rachael Lucas, a cryptocurrency analyst at BTC Markets, describes these positions as strategic and long-term, stating they remove 'significant liquidity' from trading pools.
Market Dynamics and Price Statement
According to Fundstrat, Ether is outperforming Bitcoin this year. One metric shows that ETH's year-to-date growth is 28% compared to Bitcoin's 18%, while more recent reports show ETH up 41% year-to-date and Bitcoin up 30% year-to-date, with BTC trading near $121,000 in that snapshot.
Based on reports, Fundstrat analysts view ETH as an important macro trade over the next 10 to 15 years if institutional and regulatory trends continue to push demand higher.
Analysts warn that lofty targets will require substantial and stable capital flows to become reality. Keep an eye on the pace and consistency of ETF capital flows, corporate financial reports, and any legal moves concerning stablecoins and custody regulations.
There is also a practical concern: large, concentrated purchases can quickly tighten the market but could also reverse if sentiment changes or liquidity demand shifts.
According to public analysis and commentary from Fundstrat, the bullish trend of Ether is clear and supported by specific numbers: targets from $10,000 to $15,000, corporate treasury holding millions of ETH, and recent rapid increases.