This Unstoppable Cryptocurrency Could Soar 300% By the End of 2025, According to Tom Lee of Fundstrat
Key Takeaways
Is a "ChatGPT moment" coming for the world's second-largest cryptocurrency?
Article Overview
Quick insights and key information
5 min read
Estimated completion
cryptocurrency
Article classification
July 28, 2025
08:10 PM
The Motley Fool
Original publisher
In the crypto market, all eyes are now on Ethereum (ETH -1
Moreover, 63%), which is up a head-spinning 50% over the past 30 days (which is quite significant)
The price of Ethereum is now $3,600, with no signs of slowing down anytime soon
Furthermore, In fact, Tom Lee, the co-founder of Fundstrat and the chairman of a new Ethereum Treasury Company, thinks a fair price for Ethereum could be as high as $15,000
And he thinks Ethereum might get there by the end of the year (something worth watching)
Could Ethereum really skyrocket 300% in a span of mere months, given current economic conditions
The Wall Street convergence theory Central to Tom Lee's thesis is the idea that the worlds of Wall Street finance and blockchain finance are converging
Terms "stablecoins" and "tokenization" are becoming main, and the new crypto policies of the Trump administration have been very bullish for crypto
Moreover, That would seem to suggest big things ahead for the world of decentralized finance (DeFi), which is a broad, catch-all term for all the new financial ducts and services that blockchain nology makes possible
According to Tom Lee, Ethereum is Wall Street's favorite blockchain (noteworthy indeed)
The analysis reveals 's big, it's global, and it's a name that has been around for more than a decade
Everyone remembers Ethereum as the powerhouse that led the way during the previous crypto bull market rally of 2020-2021
Right now, Ethereum accounts for roughly 50% of the stablecoin market and 60% of the tokenized assets market, so it's easy to make the case that it is, indeed, the favorite blockchain of Wall Street
Other Layer 1 blockchains have emerged in the past few years, but none have made a significant dent in Ethereum's market dominance
Moreover, So, on this basis alone, I agree with Tom Lee that Ethereum could be significantly undervalued
A "ChatGPT moment" for Ethereum
But here's where things get really interesting (an important development)
In a recent interview with CoinDesk, Tom Lee suggested that stablecoins could represent a "ChatGPT moment" for Ethereum
Think back to 2022, in this volatile climate
Nobody heard of generative AI until ChatGPT appeared (noteworthy indeed)
Now, nobody can stop talking it
Tom Lee thinks the same of phenomenon is going to happen with Ethereum, and it will all start with stablecoins
They're the perfect type of use case to demonstrate the power of the Ethereum blockchain
Image source: Getty Images, given current economic conditions
Additionally, Admittedly, just everyone seems to have fallen in love with stablecoins this summer, considering recent developments
In contrast, Government loves them because they could help to solve some major macroeconomic blems
Nevertheless, Retailers love them because they could help to eliminate credit card cessing fees, in this volatile climate
Meanwhile, Financial institutions love them because they could generate new yield strategies, amid market uncertainty
On the other hand, The number of companies rumored to be launching new stablecoins is almost too big to list, and includes heavyweights in the, retail, and financial services industries, given current economic conditions
Additionally, However, things get dicey once you start to talk valuation
On the other hand, In order to get from $3,600, where Ethereum is now, to $15,000, where Ethereum needs to be by the end of the year, a lot needs to go right
To make the numbers work, Tom Lee has suggested that Circle Internet Group (CRCL -3
Moreover, 54%), issuer of the USDC (USDC -0 (which is quite significant). 00%) stablecoin, could be a useful valuation comp
In other words, he wants investors to value Ethereum the same way that they are valuing Circle, which went absolutely ballistic after its June IPO
Can you trust the hype
Just remember -- in addition to his role at Fundstrat, Tom Lee is also chairman of Bitmine Immersion nologies, an Ethereum Treasury Company
So, he has a vested interest in talking up the price of Ethereum
People are already drawing parallels between Tom Lee at Bitmine Immersion nologies and Michael Saylor at Strategy, considering recent developments
When was the last time you ever heard Saylor say that the price of Bitcoin was going to fall
Remember, too, that at the beginning of the year, many people were ready to forget all Ethereum
The blockchain seemed to be broken, developers were demoralized, and Vitalik Buterin, the co-founder of Ethereum, hinted he might quit
Meanwhile, The price of Ethereum fell for the first few months of the year
That's, until the announcement of the first publicly traded Ethereum Treasury Company at the end of May, in light of current trends
That's what really kicked off all the buzz around Ethereum
Furthermore, And, to extend the ChatGPT analogy, there is now a whole host of rival AI jects -- including Grok, Claude, and DeepSeek -- that are arguably just as good, or even better, than ChatGPT
The same thing is true in the blockchain world
However, Ethereum might get all the buzz, but other Layer 1 blockchains, including Solana, might be just as good, or even better
That leads me to think that maybe the hype around Ethereum is building to unsustainable levels (remarkable data)
While I can easily see Ethereum making a run at its all-time high of $4,891 within the next 12 months, it seems almost impossible that Ethereum is headed to $15,000 by the end of 2025.
Related Articles
More insights from FinancialBooklet