Future Investing
Michael Saylor ENDORSED Tom Lee & BMNR New $90 Price Target
10/16/2025, 6:30:20 PM
Economic Summary
- Tom Lee and other Wall Street players have deployed large amounts of capital into Ethereum (Tom Lee reportedly part of a $10 billion pool), signaling institutional trust and accelerating capital flows into ETH and related products (ETH).
- BlackRock (BLK) publicly advocates tokenization of assets; executives and alumni moving into crypto infrastructure suggest major asset managers will build tokenized products on Ethereum, implying long-term asset flows to ETH.
- Large consumer platforms and payment networks — Alibaba/Alipay, Visa (V), MasterCard (MA), JPMorgan (JPM), PayPal (PYPL), and Stripe — are integrating with or exploring Ethereum, increasing real-world payment and settlement use cases.
- Protocol-level improvements (Ethereum L1 upgrades and Layer 2 adoption) increase transaction capacity (cited ~33% boost) which materially improves institutional usability and scalability for tokenized assets.
- Wall Street analyst coverage of Ethereum treasuries (BMNR and SBET) with explicit price targets and projections of ETH holdings (BMNR projecting ~7.6M ETH by 2026) highlights expected revenue from staking, custody fees, and capital-raising advantages.
Bullish
- Large institutional capital and visible advocates (Tom Lee, BlackRock) are directing billions into Ethereum, increasing legitimacy.
- BlackRock and other asset managers plan to tokenize assets at scale, likely favoring Ethereum for tokenization and custody (BLK, ETH).
- Major payments and finance firms (Visa, MasterCard, JPMorgan, PayPal, Stripe) and large platforms (Alibaba/Alipay) are building on or integrating with Ethereum rails.
- On-chain and protocol upgrades (L1 improvements and Layer 2 adoption) boost throughput and lower costs, supporting higher transaction capacity.
- Analyst coverage and price targets on Ethereum treasuries (BMNR $90, SBET $50) reflect expected staking revenue and institutional custody demand.
Bearish
- Ethereum token price has been stagnant or down despite strong on-chain and institutional developments.
- Institutionalization may not immediately translate into higher token prices; purchases can remain illiquid or stagnant.
- Concentration risk from large holders (e.g., major buyers approaching single-digit percent of supply).
Bullish tickers
ETHBLKBABAVMAJPMPYPLBMNRSBETSTRIPE
Bearish tickers
ETH
ETH
1 price targets
4000
Bullish
Broad institutional adoption, tokenization trends, L1/L2 upgrades, and large buy-ins (Tom Lee) support long-term demand.
Bearish
Price has been stagnant/down despite institutional interest; purchases may not immediately move market.
BLK
Bullish
BlackRock publicly backing tokenization initiatives and building tokenization tech that could route substantial asset flows to Ethereum.
BMNR
1 price targets
90
Bullish
Analysts expect continued premium to NAV, driven by staking revenue, custody partnerships, and capital raising; projected large ETH treasury.
Bearish
Premium valuation could compress; performance depends on staking revenue and NAV multiples.
SBET
1 price targets
50
Bullish
Initiated coverage with $50 target; positioned as an Ethereum treasury to benefit from staking and tokenization trends.
Bearish
Shares currently trade well below analyst targets; execution risks for treasury strategies.
BABA
Bullish
Alibaba/Alipay subsidiary adopting Ethereum Layer 2, bringing massive user base and merchant flows to crypto rails.
V
Bullish
Visa working with Ethereum increases payments interoperability and institutional use cases.
MA
Bullish
MasterCard involvement supports enterprise payment and tokenization integrations with Ethereum.
JPM
Bullish
JPMorgan partnerships and experiments with Ethereum rails aid institutional adoption.
PYPL
Bullish
PayPal engagement with crypto rails helps mainstream access to tokenized assets on Ethereum.
STRIPE
Bullish
Stripe exploring blockchain and payments could bring additional payment flows into Ethereum ecosystems.
People mentioned
Tom LeeVitalik ButerinMichael SaylorLarry FinkJoseph ShalomJoseph MogliaEric AdamsDevin RyanBessett