Joseph Lubin and Tom Lee predict a 100x Ethereum surge, driven by Wall Street’s staking and adoption, potentially surpassing Bitcoin’s market cap.
Joseph Lubin, the co-founder of Ethereum (ETH), and Tom Lee, a partner at Fundstrat, have an ambitious vision for the network’s future. They anticipate that its value will increase by a factor of 100. Lubin, who has verified that he is “100% in agreement” with Lee’s optimistic outlook, has stated that Wall Street adoption will be a significant factor in this rally.
Lubin predicts that Ethereum will surpass Bitcoin as trust becomes a global commodity
Ethereum’s co-founder declared that the price of ETH will likely increase by 100 times from its current level, and potentially even more. He predicted that Ethereum would surpass Bitcoin’s monetary base, asserting that ETH would “flip” BTC.
He believes that Ethereum is the most robust decentralized trustware and the highest-grade trust commodity. Therefore, it has the potential to surpass the value of all other global commodities.
I am 100% aligned with almost all of what Tom @fundstrat says here.
Yes, Wall Street will stake because they currently pay for their infrastructure and Ethereum will replace much of the many siloed stacks they operate on (e.g. JPMorgam probably operates on several siloed stacks… https://t.co/bW93kkX1gW
— Joseph Lubin (@ethereumJoseph) August 30, 2025
Lubin disclosed that he frequently discusses Ethereum’s expansion strategy with Tom Lee, although he acknowledged that their methodologies occasionally diverge. Tom Lee has also predicted that Ethereum could soon reach $5,500, citing open interest gains and whale purchasing.
Lubin maintains that Lee is “not nearly bullish enough,” despite their agreement on the general trajectory. He concluded that it is virtually impossible to overestimate the potential of ETH.
Lubin posits that the global community has not yet fully comprehended the explosive growth potential of a decentralized economy that Ethereum, artificial intelligence, and machine-driven networks fuel. He stated that trust is becoming the most valuable global commodity, and Ethereum is its foundation.
Lubin predicts that the transition from Wall Street to Ethereum staking is inevitable
Lubin elucidated that conventional financial institutions will eventually invest in ETH due to its superior infrastructure and security features compared to the numerous isolated systems that banks currently operate. He cited large organizations such as JPMorgan, which depend on decades of merged financial technology systems, as examples of those needing to transition to decentralized rails.
According to him, this transition necessitates the implementation of validators that utilize Layer 2 and Layer 3 solutions. It would also entail the deployment of smart contracts for financial agreements and procedures, as well as participation in decentralized finance.
Many institutions are already prepared for such a transition, as the founder of ConsenSys underscored. He stated that JPMorgan has been conducting experiments with private blockchain networks based on Ethereum since 2014. This institutional momentum is mirrored in BlackRock’s recent acquisition of $300 million in Ethereum.
Lubin contended that Wall Street’s adoption process of Ethereum is already underway, rendering the transition inevitable. The proprietor of ConsenSys also refuted concerns that Layer 2 networks could undermine Ethereum’s primary chain. Lubin observed that the notion that L2s will shortly replace L1 is inaccurate. He referenced innovations such as Proof of Burn and advancements in scalability models like Linea to back up his assertion.
