TLDR
- Joseph Lubin predicts Ethereum Price could 100x from current levels.
- Institutions absorbed nearly 5% of ETH supply through ETFs and treasuries in 2025.
- Technical breakout targets Ethereum Price between $6,500 and $7,000.
- Corporate treasuries Bitmine Immersion and Sharplink Gaming added 2.6% of ETH price supply since June 2025.
Ethereum Price continues to dominate discussions in the digital asset space after co-founder and Consensys CEO Joseph Lubin issued one of his most bullish statements yet. In a recent post on X, Lubin said Ethereum will “likely 100x from here. Probably much more.” His remarks align with Fundstrat’s Tom Lee, who has long projected that Ethereum could reshape financial markets through institutional adoption.
Lubin Projects Ethereum Surpassing Bitcoin
Lubin’s forecast goes beyond immediate adoption trends. He suggests Ethereum could eventually “flippen” Bitcoin’s monetary base, arguing that decentralized trust will become the most valuable commodity of the modern economy. In his view, Ethereum represents a foundation for a hybrid system where human and machine intelligence converge on decentralized rails.
Tom Lee has offered a nearer-term projection of $5,500 for Ethereum Price, based on whale activity and open interest. Yet Lubin contends Lee is still “not nearly bullish enough.” He envisions Ethereum achieving scale and velocity that few currently anticipate, particularly as Layer 2 and Layer 3 solutions expand network capacity and usage.
At the same time, asset managers have reinforced this perspective. VanEck’s CEO recently referred to Ethereum as “Wall Street’s token,” underlining how financial institutions see the asset as central to their long-term digital strategy.
Institutional Adoption Drives Momentum
Furthermore, Ethereum Price has benefited from growing adoption by traditional financial institutions. Lubin points to Wall Street firms preparing to stake, run validators, and deploy smart contracts on Ethereum-based infrastructure. For him, this transition is not speculative but inevitable, given the inefficiencies of existing siloed systems.
Major players have already begun the shift. JPMorgan has relied on Ethereum-based technology since 2014, while Goldman Sachs and Onyx continue to develop blockchain and stablecoin projects using ETH rails. These moves show how financial incumbents view ETH as more than an experiment—it is becoming part of their long-term infrastructure strategy.
Corporate treasuries have joined the trend. Since June 2025, Bitmine Immersion and Sharplink Gaming accumulated 2.6% of circulating ETH, worth more than $6 billion. With multiple Ethereum ETFs gaining approval, managers such as BlackRock and VanEck added billions more for clients, meaning institutional entities have absorbed nearly 5% of Ethereum’s supply this year.
Technical Charts Signal Bullish Continuation
In addition, Ethereum’s long-term charts provide technical confirmation of Lubin’s outlook. A decisive breakout has occurred following a lengthy consolidation phase, marked by a classic Adam and Eve bottom pattern. The neckline, once strong resistance, has been retested and flipped into support, reinforcing buyer confidence.
The broader structure shows ETH breaking out of a descending right-angled broadening formation. These setups often resolve in favor of the prevailing trend, and in this case, ETH has maintained a bullish macro direction since 2020. Sustaining closes above $3,850–$4,000 could project Ethereum Price toward $6,500–$7,000 over the medium term.
ETH/US. Dollar 1W Chart | Source: X
Even so, short-term retests remain likely. Volatility could drive ETH back toward the breakout zone near $3,800. Analysts suggest that such pullbacks would be constructive, strengthening the base for further upside. A failure to defend this level, however, could raise concerns of a false breakout, though current fundamentals support continuation.
Stay Ahead of the Market with Benzinga Pro!
Want to trade like a pro? Benzinga Pro gives you the edge you need in today's fast-paced markets. Get real-time news, exclusive insights, and powerful tools trusted by professional traders:
- Breaking market-moving stories before they hit mainstream media
- Live audio squawk for hands-free market updates
- Advanced stock scanner to spot promising trades
- Expert trade ideas and on-demand support
