The co -founder and CEO of Ethereum, Joseph Lubin, has just given Eth Bulls something to chew. In an X publication, he applauded Tom Lee de Fundstrat about his vision for the future of finance and the expanding role of Ethereum in traditional institutions.
“Yes, eth will probably be 100 times from here. Probably much more.”
Joseph Lubin agrees; Wall Street will marry Ethereum
As a pioneer of Blockchain, Joseph Lubin is better known as Ethereum co -founder and the founder and CEO of consensys, the largest web3 software study. Based on deep roots on finance as former vice president of Goldman Sachs, Lubin has been fundamental to develop Ethereum as the preeminent platform for decentralized finances and smart contracts since 2014.
Responding to Tome’s upward perspective, Lubin predicts a seismic change in global finances: Wall Street Giants will soon execute validates, will operate L2 and L3, and write intelligent contracts to move its commercial infrastructure to Ethereum Rails.
JPMorgan, for example, has used Ethereum -based technology for its Blockchain projects permission for approximately a decade and joins Goldman Sachs, Onyx and a growing list of main banks that launch Stablecoin and Defi initiatives in Ethereum.
Since June 2025, Treasury companies, including Bitmine Immersion and Sharplink Gaming, have added 2.6% of all ETH in circulation to their reserves.
When combined with tickets for new ETH ETS ETH, institutional buyers represent almost 5% of the Ethereum supply so far this year. Sharplink and Bitmine now have more than $ 6 billion in ETH, establishing industry reference points for corporate adoption.
And with the approval of multiple ETF of Ethereum, asset administrators such as Blackrock and Vaneck have invested billions in ETH for their clients, marking a turning point in their adoption as a primary digital asset for institutional treasure bonds.
Why Ethereum? ‘Decentralized trust’
Vaneck’s CEO recently called Ethereum “Wall Street’s Token”, and Lubin argues that Ethereum’s transformative potential derives from “decentralized trust”, a quality of quality that Wall Street needs.
As the inherited institutions migrate of isolated infrastructure fragmented to unified decentralized rails, the ETH becomes a technical and economic imperative:
“No one on the planet can currently understand how large and fast a rigorously decentralized economy, saturated with hybrid intelligence of the human machine, which operate with the decentralized Ethereum trust, can grow.”
In his opinion, not only the L2S and L3S will boost more use of the Ethereum base layer, but “eth probably 100 times from here” and eventually “overturned the monetary base of Bitcoin/BTC.”
September is Ethereum’s most difficult month
Ethereum’s growing impulse does not come without blows on the road. Historically September is the most difficult month of Ethereum, averaging a performance of -6.42% since 2016.
The combination of a meteoric summer rally (more than 76% in the year to date, almost 25% in August) and seasonal trends can see a setback in the next month, especially because the macro feeling, monetary policy and profits could weigh prices.
Even so, there are the bullish foundations. The net entrances of ETH of the institutions, the constant increase in corporate treasury holdings, the increase in participation yields (~ 3% APy), and continuous updates point to a stronger long -term perspective, as Lubin says:
“The only objection I have with what Tom has been saying, and I still tell him this: it is not optimistic enough.”