14-8-2025 – Fundstrat Global Advisors identifies Ethereum as a potential leading macro trade over the next 10–15 years, driven by its role in decentralized finance (DeFi) and blockchain innovation.
The firm’s analysis highlights Ethereum’s technological advancements and growing adoption as key drivers of long-term value. Ethereum’s shift to proof-of-stake via the 2022 Merge reduced energy consumption by over 99%, positioning it as a sustainable blockchain leader. Fundstrat notes its scalability improvements, such as layer-2 solutions like Optimism and Arbitrum, which enhance transaction efficiency and lower costs. These upgrades make Ethereum a backbone for DeFi, non-fungible tokens (NFTs), and enterprise applications, with over $50 billion in total value locked in DeFi protocols as of August 2025, per DeFiLlama data.
The firm argues that Ethereum’s network effects and developer ecosystem create a competitive edge over rival blockchains. However, risks remain, including regulatory uncertainty and competition from layer-1 alternatives like Solana. Fundstrat emphasizes that Ethereum’s value hinges on continued innovation and institutional adoption, which could drive significant returns for investors over the next decade.
Unlike speculative hype, the firm’s outlook is grounded in Ethereum’s utility and market resilience. Investors should monitor Ethereum’s layer-2 adoption and regulatory developments for signs of sustained growth.
