The co-founder of Ethereum and CEO of consensys, Joseph Lubin, has just given Eth Bulls something to chew. In an article on X, he applauded Tom Lee de Fundstrat on his vision of the future of finance and the expansion role of Ethereum in traditional institutions.
“Yes, ETH will probably be 100x from here. Probably much more.”
Joseph Lubin agrees; Wall Street will put on Ethereum
As a blockchain pioneer, Joseph Lubin is best known as co-founder of Ethereum and founder and CEO of Ansensys, the largest web 3 software studio. Based on deep roots in finance as a former vice-president of Goldman Sachs, Lubin played a decisive role in the development of Ethereum as a preeminent platform for decentralized finances and smart contracts since 2014.
Responding to Tom Lee’s upward prospects, Lubin predicts a seismic change in global finance: Wall Street giants will soon direct validators, will exploit L2 and L3s, and will write intelligent contracts to move their commercial infrastructure on Ethereum Rails.
JPMorgan, for example, used technology based on Ethereum for its blockchain projects authorized for about a decade and is joined by Goldman Sachs, Onyx, and a growing list of major banks launching initiatives of Stablecoin and DEFI on Ethereum.
Since June 2025, cash companies, including binnière immersion and Sharplink game, have added 2.6% of all ETH in circulation in their reserves.
When combined with new ETH ETH entries, institutional buyers have been almost 5% of Ethereum’s offer this year. Sharplink and Bitmin now hold more than $ 6 billion ETH, which establishes industry benchmarks to adopt businesses.
And with the approval of several ETHEREUM, asset managers like BlackRock and Vaneck have invested billions in ETH for their customers, marking a tilting point in its adoption as main digital intake for institutional treasury.
Why Ethereum? ‘Decentralized trust’
Vaneck’s CEO recently nicknamed Ethereum “Token of Wall Street” and Lubin maintains that the potential transformer of Ethereum derives from “decentralized confidence”, a quality of Wall Street really needs.
As inherited institutions migrate fragmented and compartmentalized infrastructure with unified decentralized rails, ETH’s implementation becomes both a technical and economic imperative:
“No one on the planet can currently understand how a rigorously decentralized, saturated, saturated, hybrid intelligence of human machine, operating on decentralized Ethereum Trustware, can grow.”
In his opinion, not only will the L2 and L3 lead to the greater use of the base layer Ethereum, but “ETH will probably be 100x by” and finally “freaks the Bitcoin / BTC monetary base”.
September is the most difficult month of Ethereum
The growing momentum of Ethereum does not come without bumps on the road. September is historically the most difficult month of Ethereum, with an average of a yield of -6.42% since 2016.
The combination of a dazzling summer rally (up 76% the year at the start, almost 25% in August) and seasonal trends could see a decline in the coming month, in particular as a feeling of macro, monetary and profit politics could weigh on prices.
However, bullish fundamentals remain. The entries of the ETH Net of the Institutions, the regular rise of the assets of the corporate treasure, the increase in yields of the clearing (~ 3% APY) and the continuous upgrades all indicate stronger long -term perspectives, as indicated by Lubin:
“The one I have with what Tom said, and I continue to tell him this: he is not optimistic enough.”
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