Ethereum Co-Founder Joe Lubin Predicts 100x ETH Rally as Wall Street Adopts DeFi

Ethereum co-founder Joseph Lubin predicts a 100x ETH rally over time as the second-largest cryptocurrency emerges as Wall Street’s preferred token in the transition from TradFi to ￰1￱ an August 30 X post, the Ethereum co-founder, who is also the founder of OG blockchain software company Consensys, said that ETH will likely 100x from here and “ probably much more ,” with potential to flip Bitcoin’s monetary base. 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… ￰0￱ — Joseph Lubin (@ethereumJoseph) August 30, 2025 Lubin boldly opined that Wall Street will stake Ether because they currently pay for their infrastructure, and Ethereum will “ replace much of the many siloed stacks they operate on .” Why Lubin Sees 100X ETH Rally Through Wall Street Adoption Lubin revealed that Ethereum will need to operate as a more or less traditional finance company that runs on decentralized ￰2￱ means staking, running validators, operating L2s/L3s, participating in DeFi, and writing smart contract software for agreements and financial ￰3￱ said he was also “100% aligned” with Fundstrat Global Advisors managing partner Tom Lee, who said in August that Wall Street would stake and use Ethereum, and that ETH could flip Bitcoin in terms of network value.

“This is like 1971 when the dollar left gold.” Tom Lee: “very high probability” $ETH flips $BTC. Ethereum is becoming Wall Street’s new tech stack. $BMNR $SBET $GLXY ￰4￱ — SamAlτcoin. eth (@SamAltcoin_eth) August 22, 2025 In his post responding to Lee’s bullish Ethereum projections, Lubin commented that he and Lee are friends who get on calls intermittently to discuss elements of Lee’s broader Ethereum ￰5￱ doubled down on his 100x ETH rally stance in alignment with Lee, saying, “ I keep telling Tom this: he is not nearly bullish enough .” He explained why Ethereum is the best macro trade in the next decade, stating that nobody on the planet can currently fathom how large and fast a rigorously decentralized economy, operating on decentralized Ethereum Trustware, can grow. “ Trust is a new kind of virtual ￰6￱ ETH, the highest octane decentralized trust commodity, will eventually flip all the other commodities on the planet ,” Lubin ￰7￱ Lee Doubles Down that ‘ETH Will Rally to $12,000’ In an August 25 CNBC live appearance , Lubin’s friend Tom Lee shared a similar sentiment, agreeing that ETH will secure the next layer of the ￰8￱ to Lee, Ethereum’s smart contracts will provide that ￰9￱ from the long-term 100x ETH rally projection, Lee recently predicted that Ethereum will rally in the near term to $5,500, with an ambitious year-end target of $12,000.

Ethereum remains the foundational blockchain infrastructure for traditional finance (TradFi), currently supporting over $160 billion in stablecoin supply. BREAKING: The stablecoin supply on @ethereum surpasses $160 billion, marking an all-time ￰10￱ supply has more than doubled from January '24 ￰11￱ — Token Terminal (@tokenterminal) August 30, 2025 This has put stablecoin supply on Ethereum at a new all-time high, with issuance more than doubling since January 2024, according to Token ￰12￱ increase in stablecoin supply typically implies demand for the underlying token (ETH), which the market can price in as it enters a new trading ￰13￱ began the weekend by gaining 1.6% to approach the $4,500 level, but failed to break through resistance, instead returning to $4,400 during early trading on Monday morning.