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Coinwy > Blog > Crypto > Ethereum > Ethereum’s Potential Growth: Insights from Tom Lee and Joseph Lubin
Ethereum

Ethereum’s Potential Growth: Insights from Tom Lee and Joseph Lubin

Thiago Alvarez
Last updated: November 16, 2025 11:50 pm
Thiago Alvarez
Published: November 16, 2025
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Ethereum's Potential Growth: Insights from Tom Lee and Joseph Lubin
Ethereum's Potential Growth: Insights from Tom Lee and Joseph Lubin
Key Points:
  • Tom Lee predicts Ethereum’s growth trajectory akin to Bitcoin’s “100x supercycle”.
  • Wall Street adoption and onchain utility are key drivers.
  • Joseph Lubin highlights institutional adoption as a catalyst for Ethereum’s rise.

Tom Lee of Fundstrat has equated Bitcoin’s past 100x surge to Ethereum’s potential, highlighting predicted exponential growth due to Wall Street’s upcoming embrace of digital currencies.

Ethereum’s potential 100x rise, driven by institutional interest and evolving network utility, suggests major shifts in cryptocurrency investment dynamics and market structure.

Tom Lee, managing partner at Fundstrat, forecasts Ethereum’s growth, drawing parallels between Bitcoin’s past “100x supercycle” and Ethereum’s potential. He highlights Wall Street adoption and on-chain utility as key factors driving this trajectory.

“If Bitcoin can do 100x from 2017 levels, there’s a real basis for Ethereum to show a similar trajectory as institutional and payments infrastructure move onchain,” said Tom Lee, Managing Partner, Fundstrat.

Lee’s thesis is supported by Joseph Lubin, Ethereum Co-founder. Lubin stresses Wall Street adoption as a significant catalyst for Ethereum’s potential rise, citing institutional players preparing to stake and adopt the network extensively.

Ethereum’s potential growth could have significant effects, particularly on institutional involvement. The increased adoption may drive significant shifts in market valuations and blockchain utility across industries, with Ethereum positioned as a core infrastructural asset.

Lubin emphasizes the inevitable increase in staking and adoption by major financial institutions like JPMorgan and BlackRock. This signals heightened financial interest and regulatory focus, potentially impacting Ethereum’s market presence robustly.

Analysts project dramatic changes in Ethereum’s market valuation given the expected adoption trends. Enhanced infrastructure like Layer 2 scaling solutions, combined with growing institutional interest, likely accelerates Ethereum’s growth.

Potential outcomes include Ethereum’s positioning surpassing Bitcoin’s, driven by its superior supply dynamics. Historical growth patterns and current onchain activity indicate a possible supply shock, enhancing Ethereum’s appeal within financial systems globally.

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