Joseph Lubin, Tom Lee Predict 100x Ethereum Rally

Ethereum (ETH) co-founder Joseph Lubin and Fundstrat’s Tom Lee share a bold vision for the network’s future, predicting its value could rise by 100 times. Lubin, who confirmed he is “100% aligned” with Lee’s bullish outlook, said Wall Street adoption will be a key driver of this massive rally.

Lubin Sees Ethereum Flipping Bitcoin as Trust Becomes Global Commodity

The Ethereum co-founder declared ETH price will likely 100x from current levels and possibly higher. He went further to predict that Ethereum will surpass Bitcoin’s monetary base, claiming ETH will “flippen” BTC.

In his view, Ethereum is not only the strongest decentralized trustware but also the highest-grade trust commodity. Hence, it is capable of exceeding 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 revealed he frequently discusses Ethereum’s growth strategy with Tom Lee, although he added that their approaches sometimes differ. Tom Lee has also projected that Ethereum could reach $5,500 soon, citing whale buying and open interest gains.

Despite agreeing on the broad direction, Lubin insists that Lee is “not nearly bullish enough.” He concluded that it is nearly impossible to overstate ETH’s potential.

According to Lubin, the world has yet to grasp how rapidly a decentralized economy powered by Ethereum, artificial intelligence, and machine-driven networks can expand. Trust, he said, is becoming the most valuable global commodity, and Ethereum is its foundation.

Wall Street Shift to Ethereum Staking Inevitable, Says Lubin

Lubin explained that traditional finance institutions will eventually stake ETH because it offers a more efficient and secure infrastructure compared to the many siloed systems banks currently maintain. He pointed to large firms like JPMorgan, which rely on decades of merged financial technology stacks, as examples of those that will have to transition toward decentralized rails.

According to him, this shift will require running validators using Layer 2 and Layer 3 solutions. It would also mean participating in decentralized finance, and deploying smart contracts for financial agreements and processes.

The ConsenSys founder emphasized that many institutions are already prepared for such a move. JPMorgan, he noted, has been experimenting with Ethereum-based private blockchain networks since 2014. This institutional momentum is echoed by BlackRock’s recent purchase of $300 million in Ethereum.

This, Lubin argued, demonstrates that Wall Street’s path to Ethereum adoption is already in motion, making the transition inevitable. The ConsenSys founder also dismissed fears that Layer 2 networks undermine Ethereum’s main chain. Lubin noted that the notion that L2s will supersede L1 soon will be incorrect. He cited advances in scaling models such as Linea and innovations such as Proof of Burn to support his claim.