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华尔街大神继续唱多以太坊,称其为“未来15年最大宏观交易”!
Jin Shi Shu Ju·2025-08-14 06:00

Group 1 - Fundstrat has added Ethereum to its "Tech Seven Giants and Bitcoin" investment strategy, predicting it will be a major macro trade over the next 10-15 years, driven by Wall Street's migration to blockchain supported by the GENIUS act and SEC crypto projects [2] - Ethereum has risen over 40% since the beginning of the year, outperforming Bitcoin [2] - Fundstrat's Sean Farrell forecasts Ethereum could reach $10,000 by year-end, with potential highs of $12,000 to $15,000, indicating significant upside potential [2] Group 2 - Standard Chartered has 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, up from an earlier estimate of $4,000 [2] - The bank anticipates Ethereum prices will hit $12,000 in 2026, $18,000 in 2027, and $25,000 between 2028-2029 [2] - Despite bullish predictions, only 9% of fund managers currently hold cryptocurrencies, compared to 48% holding gold, indicating the early stage of crypto adoption [3] Group 3 - To gain exposure to Ethereum, it is suggested to hold Ethereum ETFs or purchase "Ethereum reserve stocks," which are analogous to Microstrategy's Bitcoin strategy [3] - The largest companies holding over 1.15 million Ethereum include Bitmine (BMNR), Sharplink Gaming (SBET), and Ethermachine (DYNX) [3] - The current market is viewed as a "least favored" V-shaped recovery, with Bitcoin seen as a leading indicator for a return to historical stock market highs [3]