Ethereum co-founder and Consensys CEO Joseph Lubin simply gave ETH bulls one thing to chew on. In a publish on X, he applauded Fundstrat’s Tom Lee on his imaginative and prescient for the way forward for finance and the increasing position of Ethereum in conventional establishments.
“Sure, ETH will probably 100x from right here. Most likely far more.”
Joseph Lubin agrees; Wall Road will stake on Ethereum
As a blockchain pioneer, Joseph Lubin is finest referred to as a co-founder of Ethereum and the founder and CEO of Consensys, the most important web3 software program studio. Drawing on deep roots in finance as a former Goldman Sachs VP, Lubin has been instrumental in growing Ethereum because the preeminent platform for decentralized finance and good contracts since 2014.
Responding to Tom Lee’s bullish outlook, Lubin predicts a seismic shift in international finance: Wall Road giants will quickly run validators, function L2s and L3s, and write good contracts to maneuver their enterprise infrastructure onto Ethereum rails.
JPMorgan, for instance, has used Ethereum-based know-how for its permissioned blockchain initiatives for a couple of decade and is joined by Goldman Sachs, Onyx, and a rising roster of main banks launching stablecoin and DeFi initiatives on Ethereum.
Since June 2025, treasury firms, together with Bitmine Immersion and Sharplink Gaming, have added 2.6% of all ETH in circulation to their reserves.
When mixed with inflows to new ETH ETFs, institutional patrons account for practically 5% of Ethereum’s provide to date this yr. Sharplink and Bitmine now maintain over $6 billion in ETH, setting business benchmarks for company adoption.
And with the approval of a number of Ethereum ETFs, asset managers like BlackRock and VanEck have invested billions into ETH for his or her purchasers, marking a tipping level in its adoption as a major digital asset for institutional treasuries.
Why Ethereum? ‘Decentralized belief’
VanEck’s CEO just lately dubbed Ethereum “Wall Road’s token,” and Lubin argues that the transformative potential of Ethereum derives from “decentralized belief,” a top quality Wall Road sorely wants.
As legacy establishments migrate from fragmented, siloed infrastructure to unified decentralized rails, staking ETH turns into each a technical and financial crucial:
“No one on the planet can at present fathom how giant and quick a rigorously decentralized economic system, saturated with hybrid human-machine intelligence, working on decentralized Ethereum Trustware, can develop.”
In his view, not solely will L2s and L3s drive extra utilization of the Ethereum base layer, however “ETH will probably 100x from right here” and finally “flippen the Bitcoin/BTC financial base.”
September is Ethereum’s hardest month
Ethereum’s surging momentum doesn’t come with out bumps within the highway. September is traditionally Ethereum’s hardest month, averaging a -6.42% return since 2016.
The mixture of a meteoric summer season rally (up 76% year-to-date, practically 25% in August) and seasonal traits might even see a pullback within the month forward, particularly as macro sentiment, financial coverage, and profit-taking may weigh on costs.
Nonetheless, bullish fundamentals stay. Internet ETH inflows from establishments, the regular climb in company treasury holdings, rising yields from staking (~3% APY), and ongoing upgrades all level to a stronger long-term outlook, as Lubin states:
“The one quibble that I’ve with what Tom has been saying, and I maintain telling him this: he isn’t practically bullish sufficient.”
