Ethereum Dominates as Fundstrat’s Top Macro Trade of 2025
Move over, traditional assets—Ethereum just stole the spotlight. Fundstrat Global Advisors, the research firm that called Bitcoin's 2020 breakout, has crowned ETH the 'biggest macro trade' of the year. Here's why the smart money's flipping bullish.
The blockchain backbone of DeFi and NFTs isn't just surviving the crypto winter—it's building igloos and serving hot cocoa. With institutional adoption accelerating and the Merge now a distant success story, analysts argue ETH's fundamentals outshine even Bitcoin for large-scale portfolio allocation.
Wall Street's late to the party (again), but at least they brought champagne. While traditional finance debates 'digital gold' vs. 'programmable money,' Ethereum's ecosystem quietly processed $9 trillion in settlements last quarter—roughly Visa's entire 2024 volume. Some 'speculative asset.'
One hedge fund manager quipped: 'We used to allocate 1% to crypto as casino money. Now we're shorting Treasury bonds to buy more ETH.' The irony? His firm still won't touch meme coins—because apparently, degenerate gambling needs standards.
Research firm Fundstrat has identified Ether as the biggest macro trade investment target for the next 10–15 years, projecting that it could rise to as much as $12,000 by the end of this year. Read More
