Ethereum co-founder Joseph Lubin predicts a 100x ETH rally over time because the second-largest cryptocurrency emerges as Wall Road’s most well-liked token within the transition from TradFi to DeFi.
In an August 30 X put up, the Ethereum co-founder, who can be the founding father of OG blockchain software program firm Consensys, stated that ETH will possible 100x from right here and “most likely far more,” with potential to flip Bitcoin’s financial base.
I’m 100% aligned with virtually all of what Tom @fundstrat says right here.
Sure, Wall Road will stake as a result of they at the moment pay for his or her infrastructure and Ethereum will substitute a lot of the various siloed stacks they function on (e.g. JPMorgam most likely operates on a number of siloed stacks… https://t.co/bW93kkX1gW— Joseph Lubin (@ethereumJoseph) August 30, 2025
Lubin boldly opined that Wall Road will stake Ether as a result of they at the moment pay for his or her infrastructure, and Ethereum will “substitute a lot of the various siloed stacks they function on.”
Why Lubin Sees 100X ETH Rally By Wall Road Adoption
Lubin revealed that Ethereum might want to function as a kind of conventional finance firm that runs on decentralized rails.
This implies staking, working validators, working L2s/L3s, collaborating in DeFi, and writing good contract software program for agreements and monetary devices.
Lubin stated he was additionally “100% aligned” with Fundstrat International Advisors managing companion Tom Lee, who stated in August that Wall Road would stake and use Ethereum, and that ETH may flip Bitcoin when it comes to community worth.
“That is like 1971 when the greenback left gold.”
Tom Lee: “very excessive likelihood” $ETH flips $BTC.
Ethereum is turning into Wall Road’s new tech stack.$BMNR $SBET $GLXY pic.twitter.com/ZC3jDByiWb
— SamAlτcoin.eth
(@SamAltcoin_eth) August 22, 2025
In his put up responding to Lee’s bullish Ethereum projections, Lubin commented that he and Lee are buddies who get on calls intermittently to debate parts of Lee’s broader Ethereum technique.
Lubin doubled down on his 100x ETH rally stance in alignment with Lee, saying, “I maintain telling Tom this: he’s not almost bullish sufficient.”
He defined why Ethereum is one of the best macro commerce within the subsequent decade, stating that no one on the planet can at the moment fathom how giant and quick a rigorously decentralized financial system, working on decentralized Ethereum Trustware, can develop.
“Belief is a brand new form of digital commodity. And ETH, the very best octane decentralized belief commodity, will ultimately flip all the opposite commodities on the planet,” Lubin added.
Tom Lee Doubles Down that ‘ETH Will Rally to $12,000’
In an August 25 CNBC dwell look, Lubin’s pal Tom Lee shared an analogous sentiment, agreeing that ETH will safe the subsequent layer of the web.
In keeping with Lee, Ethereum’s good contracts will present that layer.
Except for the long-term 100x ETH rally projection, Lee lately predicted that Ethereum will rally within the close to time period to $5,500, with an formidable year-end goal of $12,000.
Ethereum stays the foundational blockchain infrastructure for conventional finance (TradFi), at the moment supporting over $160 billion in stablecoin provide.
BREAKING: The stablecoin provide on @ethereum surpasses $160 billion, marking an all-time excessive.
The availability has greater than doubled from January '24 ranges.pic.twitter.com/RS4Xh4XVGu
— Token Terminal
(@tokenterminal) August 30, 2025
This has put stablecoin provide on Ethereum at a brand new all-time excessive, with issuance greater than doubling since January 2024, in keeping with Token Terminal.
The rise in stablecoin provide sometimes implies demand for the underlying token (ETH), which the market can worth in because it enters a brand new buying and selling week.
Ether started the weekend by gaining 1.6% to method the $4,500 degree, however failed to interrupt by means of resistance, as a substitute returning to $4,400 throughout early buying and selling on Monday morning.
Eneko Knorr, founder and CEO of Stabolut, shared with Cryptonews that, whereas Ethereum’s momentum stays robust, the market might pause earlier than the subsequent transfer.
“I wouldn’t be stunned to see it cool off a bit or commerce sideways for some time to catch its breath. The true battleground for September is the $4,000 mark.“
In keeping with Knorr, if ETH can break by means of and maintain the $4,000 degree, the trail to its earlier all-time excessive close to $4,900 appears to be like broad open.
If it will get rejected there, he’s watching the $3,550–$3,600 space as the primary line of protection.
ETH Worth Motion: $4,867 Resistance Holds Key to 100X Rally
On the technical entrance, the Ethereum 4H chart reveals a bullish construction forming after the value revered the trendline assist and rebounded from the honest worth hole zone round $4,300–$4,350.
Clear resistance stays round $4,700 and a important degree on the all-time excessive of $4,867, which is marked as the principle upside goal.
At present, worth is consolidating above the assist field, and the upward projection signifies a robust likelihood of ETH making one other try and reclaim the $4,700 area earlier than extending towards the all-time excessive.
If momentum holds, clearing $4,867 may pave the best way for brand new highs past $5,000.
Nevertheless, a failure to maintain above the assist zone may invalidate the bullish case and drag ETH again towards $4,100.
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