Ethereum co-founder and CEO Joseph Lubin, CEO of Consensys, gave Eth Bulls something to chew. In one Post on XHe welcomed Fundstrat’s Tom Lee about his vision of the future of finance and the growing role of Ethereum in traditional institutions.
“Yes, ETH will probably be 100 times from here. Probably much more.”
Joseph Lubin agrees; Wall Street will bet on Ethereum
As a blockchain pioneer, Joseph Lubin is best known as co-founder of Ethereum and the founder and CEO of Consensys, the largest web3 software studio. Based on deep roots in Finance as former Goldman Sachs VP, since 2014, Lubin has played an important role in developing Ethereum as the leading platform for decentralized finances and smart contracts.
In response to Tom Lee’s bullish prospects, Lubin predicts a seismic shift in global finances: Wall Street Giants will soon run Validators, exploit L2S and L3S and write smart contracts to move their business infrastructure to Ethereum rails.
JPMorgan, for example, has used Ethereum-based technology for his permitted blockchain projects about a decade and is accompanied by Goldman Sachs, Onyx, and a growing schedule of large benches that launch Stablecoin and Defi initiatives on Ethereum.
Since June 2025, Treasury companies, including Bitmine -hiding and Sharplink -Gaming, 2.6% of all ETH in circulation have added to their reserves.
In combination with inflow to new ETFs, institutional buyers account for almost 5% of Ethereum’s offer to date this year. Sharplink and Bitmine now have more than $ 6 billion in ETH, so that the industrial benchmarks are set for the acceptance of companies.
And with the approval of several ETHEEM ETFs, asset managers such as BlackRock and Vaneck have invested billions in ETH for their customers, which marks a turning point in its approval as a primarily digital digital active for institutional treasury.
Why Ethereum? ‘Decentralized trust’
The CEO of Vaneck recently called Ethereum ‘Token’ by Wall Street, and Lubin claims that the transforming potential of Ethereum comes from ‘Decentralized Trust’, a high -quality Wall Street needs seriously.
While legacy settings migrate from fragmented, siled infrastructure to uniform decentralized rails, setting up ETH is both a technical and economic necessity:
“No one on the planet can currently understand how large and quickly a rigorous decentralized economy, saturated with hybrid human-machine intelligence, which operates on decentralized Ethereum Trustware can grow.”
According to him, L2S and L3’s will not only use the Ethereum base layer, but “ETH will probably be 100 times here” and ultimately “the Bitcoin/BTC monetary base base”.
September is the most difficult month in Ethereum
The rising momentum of Ethereum does not come on the road without bumps. September is historically the most difficult month in Ethereum, on average a return of -6.42% since 2016.
The combination of a meteoric summer rally (76% years to date, almost 25% in August) and seasonal trends can see a withdrawal in the coming month, especially because macrosentiment, monetary policy and profitable prices can weigh.
Nevertheless, Bullish Fundamentals remain. Net ETH inflow of institutions, the steady climb in business administration, rising yields of deploying (~ 3% apy), and continuous upgrades all point to a stronger long-term prospect, as Lubin states:
“The one bickering I said with what Tom said, and I will continue to tell him this: he is not nearly bullish enough.”
