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Fundstrat力捧以太坊:未来10–15年最大宏观交易机会 年底看高至1万美元
Zhi Tong Cai Jing·2025-08-14 03:49

Group 1 - Fundstrat has included Ethereum in its "Mag7&Bitcoin" investment strategy, identifying it as a major macro trading opportunity for the next 10-15 years [1] - Tom Lee, co-founder of Fundstrat, attributes this shift to Wall Street's movement towards blockchain, driven by the GENIUS Act and SEC's crypto projects [1] - Ethereum has risen 40.4% since the beginning of the year, outperforming Bitcoin's 27.7% increase [1] Group 2 - Fundstrat's Sean Farrell predicts Ethereum's price could reach $10,000 by year-end, with potential highs of $12,000-$15,000 [1] - Standard Chartered has significantly raised its price forecast for Ethereum, expecting it to surpass its previous high of $4,866 by Q3 2025 and reach $7,500 by year-end [1] - The bank anticipates Ethereum will hit $12,000 in 2026, $18,000 in 2027, and $25,000 between 2028-2029 [1] Group 3 - Despite optimistic forecasts, only 9% of fund managers currently hold cryptocurrencies, compared to 48% holding gold [2] - Tom Lee suggests investors can gain exposure to Ethereum through Ethereum ETFs or by purchasing "Ethereum vault stocks" [2] - Major "Ethereum vault stocks" include Bitmine (BMNR.US), Sharplink Gaming (SBET.US), and Ethermachine (DYNX.US) [2]