jakiro
Author: Martin
Institutional funds are pouring into the cryptocurrency market on a large scale, and BitMine has become one of the world’s largest Ethereum reserve companies.
Tom Lee, chairman of BitMine, recently delivered a major forecast at the 2025 South Korea Blockchain Week Impact Conference:Bitcoin will reach the end of the year$200,000-250,000, while Ethereum’s target price is$12,000-12,000Range.
He believesEthereum is a “true neutral chain”, will be favored by Wall Street and the White HouseUnder the Trump administration, the White House and Congress prefer to support cryptocurrencies and mainly turn to Ethereum.
Ethereum’s Institutional Opportunities
Tom Lee pointed out that Wall Street is only willing to conduct business on neutral chains, and the demand for token economy generated by proxy artificial intelligence and robots will also occur in large quantities on Ethereum.
He saw itEthereum may enter a 10-15-year “super cycle”, this optimistic expectation stems from Ethereum’s position in financial infrastructure and its compliance advantages.
Lee stressed that Ethereum is the most compliant blockchain at present, meeting the requirements of Wall Street and the government for infrastructure. With the rise of asset tokenization,The financialization of ETH will continue to increase.
BitMine’s Ethereum Strategy
BitMine, the world’s largest publicly listed ETH Treasury company, is actively implementing its Ethereum reserve strategy as of September 24, 2025,BitMine Hold2.42 million, accounting for about 2% of Ethereum’s total supply.BitMine’s goal is to hold 5% of the global total ETH supply, and currently has a net increase of 8 to 10,000 ETH per day, which is 12 times that of MicroStrategy..
Tom Lee explains the logic behind this strategy:Ethereum can obtain more than 3% native income through staking based on Proof of Stake (PoS)., give these companies a stable source of revenue like infrastructure operators.
Market prospects and price forecasts
In addition to Tom Lee’s prediction, many institutions have also given optimistic estimates for Ethereum prices.Standard Chartered raised its ETH price forecast from $4,000 to $7,500 by the end of 2025, and expects ETH price to reach $25,000 by 2028.
Wall Street analyst Sean Farrell predictsETH may reach $10,000 by the end of 2025, under optimistic circumstances, it may reach $12,000-15,000.
These forecasts are based on the large inflow of institutional funds. Ethereum spot ETFs have recently hit a record high, with a single-day net inflow of US$1.019 billion and a total net asset value of US$25.712 billion, and its holdings account for about 4.96% of the ETH circulation supply.
Institutional layout of crypto assets
BitMine is supported by a number of top institutional investors, including ARK Invest’s Cathie Wood, MOZAYYX, Founders Fund, Bill Miller III, Pantera, Kraken, DCG and Galaxy Digital.
BitMine Stock DayTrading volume reached US$1.6 billion, is the 42nd largest liquid stock in the U.S. stock market, comparable to Uber. The company’s business is located in areas with low energy costs: Trinidad, Pecos (Texas) and Silverton (Texas). By immersing mining machines in insulating liquids, BitMine can increase computing power by 25-30%, while reducing energy consumption and extending the service life of the equipment.
Institutional investors are accelerating their layout in the cryptocurrency market.70 Ethereum reserve entities currently hold about 3.49 million ETH, accounting for 2.89% of the ETH circulation supply..
With traditional financial giants such as BlackRock and Fidelity holding large amounts of ETH through ETFs, and listed companies like BitMine actively accumulating Ethereum reserves, the cryptocurrency market is undergoing a fundamental shift from retail-driven to institutional-driven.
Tom Lee expects the target of Bitcoin of $200,000 to $250,000 and Ethereum of $12,000 to $12,000.Reflecting the reshaping of institutional funds in the cryptocurrency market, this change has just begun.
