Ethereum co-founder and Consensys CEO Joseph Lubin simply gave ETH bulls one thing to chew on. In a put up on X, he applauded Fundstrat’s Tom Lee on his imaginative and prescient for the way forward for finance and the increasing function of Ethereum in conventional establishments.
“Sure, ETH will seemingly 100x from right here. In all probability rather more.”
Joseph Lubin agrees; Wall Road will stake on Ethereum
As a blockchain pioneer, Joseph Lubin is finest often called a co-founder of Ethereum and the founder and CEO of Consensys, the biggest 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 expertise for its permissioned blockchain tasks for a few 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 corporations, 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 almost 5% of Ethereum’s provide to this point 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 main digital asset for institutional treasuries.
Why Ethereum? ‘Decentralized belief’
VanEck’s CEO not too long ago 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 person on the planet can presently fathom how massive 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 seemingly 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 street. September is traditionally Ethereum’s hardest month, averaging a -6.42% return since 2016.
The mixture of a meteoric summer time rally (up 76% year-to-date, almost 25% in August) and seasonal traits may even see a pullback within the month forward, particularly as macro sentiment, financial coverage, and profit-taking might weigh on costs.
Nonetheless, bullish fundamentals stay. Web 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 preserve telling him this: he’s not almost bullish sufficient.”