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Ethereum co-founder and Consensys CEO Joseph Lubin conscionable gave ETH bulls thing to chew on. In a post connected X, helium applauded Fundstrat’s Tom Lee connected his imaginativeness for the aboriginal of concern and the expanding relation of Ethereum successful accepted institutions.
“Yes, ETH volition apt 100x from here. Probably overmuch more.”
Joseph Lubin agrees; Wall Street volition involvement connected Ethereum
As a blockchain pioneer, Joseph Lubin is champion known arsenic a co-founder of Ethereum and the laminitis and CEO of Consensys, the largest web3 bundle studio. Drawing connected heavy roots successful concern arsenic a erstwhile Goldman Sachs VP, Lubin has been instrumental successful processing Ethereum arsenic the preeminent level for decentralized concern and astute contracts since 2014.
Responding to Tom Lee’s bullish outlook, Lubin predicts a seismic displacement successful planetary finance: Wall Street giants volition soon tally validators, run L2s and L3s, and constitute astute contracts to determination their concern infrastructure onto Ethereum rails.
JPMorgan, for example, has utilized Ethereum-based exertion for its permissioned blockchain projects for astir a decennary and is joined by Goldman Sachs, Onyx, and a increasing roster of large banks launching stablecoin and DeFi initiatives connected Ethereum.
Since June 2025, treasury companies, including Bitmine Immersion and Sharplink Gaming, person added 2.6% of each ETH successful circulation to their reserves.
When combined with inflows to caller ETH ETFs, organization buyers relationship for astir 5% of Ethereum’s proviso truthful acold this year. Sharplink and Bitmine present clasp implicit $6 cardinal successful ETH, mounting manufacture benchmarks for firm adoption.
And with the support of aggregate Ethereum ETFs, plus managers similar BlackRock and VanEck person invested billions into ETH for their clients, marking a tipping constituent successful its adoption arsenic a superior integer plus for organization treasuries.
Why Ethereum? ‘Decentralized trust’
VanEck’s CEO precocious dubbed Ethereum “Wall Street’s token,” and Lubin argues that the transformative imaginable of Ethereum derives from “decentralized trust,” a prime Wall Street sorely needs.
As bequest institutions migrate from fragmented, siloed infrastructure to unified decentralized rails, staking ETH becomes some a method and economical imperative:
“Nobody connected the satellite tin presently fathom however ample and accelerated a rigorously decentralized economy, saturated with hybrid human-machine intelligence, operating connected decentralized Ethereum Trustware, tin grow.”
In his view, not lone volition L2s and L3s thrust much usage of the Ethereum basal layer, but “ETH volition apt 100x from here” and yet “flippen the Bitcoin/BTC monetary base.”
September is Ethereum’s toughest month
Ethereum’s surging momentum doesn’t travel without bumps successful the road. September is historically Ethereum’s toughest month, averaging a -6.42% instrumentality since 2016.
The operation of a meteoric summertime rally (up 76% year-to-date, astir 25% successful August) and seasonal trends whitethorn spot a pullback successful the period ahead, particularly arsenic macro sentiment, monetary policy, and profit-taking could measurement connected prices.
Still, bullish fundamentals remain. Net ETH inflows from institutions, the dependable ascent successful firm treasury holdings, rising yields from staking (~3% APY), and ongoing upgrades each constituent to a stronger semipermanent outlook, arsenic Lubin states:
“The 1 quibble that I person with what Tom has been saying, and I support telling him this: helium is not astir bullish enough.”
The station Ethereum cofounder Joseph Lubin, ‘ETH volition apt 100x from here’ appeared archetypal connected CryptoSlate.
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