Latest news with #EthereumTreasury
CNA
2 days ago
- Business
- CNA
Standard Chartered lifts year-end ether forecast to $7,500
Standard Chartered raised its year-end target for ether to $7,500 from $4,000 on Wednesday, citing improvement in industry engagement in recent months and emergence of Ethereum treasury companies. The brokerage also raised its 2028 year-end ether forecast to $25,000 from $7,500 World's no.2 crytocurrency was last trading at $4,679.47, a level last seen in November 2021.
Yahoo
3 days ago
- Business
- Yahoo
Is This Cryptocurrency the Biggest Winner of Trump's Tariffs? (Spoiler Alert: It's Not Bitcoin)
Key Points During the period of peak tariff uncertainty, Ethereum was the top-performing major cryptocurrency. That Ethereum trounced Bitcoin during this period could signal a major shift in market sentiment. One supporting factor for Ethereum's best-in-class performance has been the growth of Ethereum treasury companies. 10 stocks we like better than Ethereum › It's now been slightly more than four months since the White House announced "Liberation Day" tariffs. So there's been enough time to project which cryptocurrency could be the biggest winner of Trump's tariffs. The answer might surprise you. It's not Bitcoin (CRYPTO: BTC), which was everyone's "flight to safety" option during the peak of tariff uncertainty. Instead, the biggest winner of Trump's tariffs appears to be Ethereum (CRYPTO: ETH). Performance of different cryptocurrencies under tariffs I've charted the performance of seven different cryptocurrencies from April 1 to August 1: Bitcoin, Ethereum, XRP (CRYPTO: XRP), Cardano (CRYPTO: ADA), Dogecoin (CRYPTO: DOGE), Solana (CRYPTO: SOL), and Sui (CRYPTO: SUI). The performance of Ethereum jumps right off the chart. It's the clear outlier, and it's not even close. Ethereum is up a whopping 144% in that time. By way of comparison, Bitcoin is only up 39%. Two hard-charging altcoins -- XRP and Sui -- have also outperformed Bitcoin. XRP is up 56%, while Sui is up 70%. At the same time, two cryptocurrencies -- Solana and Dogecoin -- appear to be closely tracking the performance of Bitcoin. Both are up 37%. There is only one clear underperformer. That's Cardano, which is up only 25%. Based on these numbers alone, it appears that the clear winner of Trump's tariffs is Ethereum. It has more than doubled the performance of the next-closest cryptocurrency, and it has absolutely trounced Bitcoin. Do investors need to rethink tariffs? The tricky part is interpreting this data point. What does it mean about tariffs and their impact on cryptocurrencies? Think back to April 2, when the crypto market reacted negatively to the onslaught of unprecedented tariffs against every major trading nation. The immediate instinct of many was to pile into Bitcoin. Four months later, that investment thesis looks increasingly flawed. For one, maybe tariffs are not so bad for cryptocurrencies after all. How can anyone make the argument that tariffs are harmful for Ethereum if it's up a resounding 144%? Secondly, maybe Bitcoin is not the slam-dunk investment everyone thought it was. It's still the market benchmark, but altcoins are now outperforming it. Of course, four months is not long, and it remains to be seen what happens over the remainder of 2025. However, I've already started to recalibrate my thinking about tariffs, their impact on the economy, and their potential impact on the crypto market. What other factors might be at work? There are other possible explanations for Ethereum's heroic performance over the past four months. One of these is the unprecedented growth of Ethereum treasury companies over the past few months. These companies do one thing: buy Ethereum. They raise money from investors and then turn around and plow it into Ethereum. At some point, that buying pressure has to force up the price, right? Earlier this summer, SharpLink Gaming (NASDAQ: SBET) announced that it was transforming into an Ethereum treasury company. Then, in late June, Bitmine Immersion Technologies (NYSEMKT: BMNR) did the same. Others have since followed their lead. For me, Bitmine is the more interesting example, and not just because it hired Fundstrat co-founder Tom Lee to be its chairman. As you might have guessed from its name, Bitmine Immersion Technologies was a Bitcoin mining company. But now it's apparently ditching that business model. Doesn't that strike you as odd? It's a bit like a lifelong Yankees fan deciding to become a Red Sox fan. It's just not supposed to happen. Bitmine Immersion Technologies could be a clear signal of a significant shift in market sentiment. What should investors expect next? While Ethereum has been the biggest winner so far, its price has historically been highly correlated with that of Bitcoin. So I don't expect that type of outperformance to last forever. Most likely, the returns of Ethereum and Bitcoin will be more similar over the remaining months of 2025. At the end of the day, it's hard not to be bullish on Ethereum right now. After a weak start to the year, it has now emerged as a legitimate contender for top-performing major cryptocurrency of the year. You really can't argue with returns of 144%. Do the experts think Ethereum is a buy right now? The Motley Fool's expert analyst team, drawing on years of investing experience and deep analysis of thousands of stocks, leverages our proprietary Moneyball AI investing database to uncover top opportunities. They've just revealed their to buy now — did Ethereum make the list? When our Stock Advisor analyst team has a stock recommendation, it can pay to listen. After all, Stock Advisor's total average return is up 1,060% vs. just 182% for the S&P — that is beating the market by 877.59%!* Imagine if you were a Stock Advisor member when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $653,427!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,119,863!* The 10 stocks that made the cut could produce monster returns in the coming years. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of August 11, 2025 Dominic Basulto has positions in Bitcoin, Cardano, Ethereum, Solana, Sui, and XRP. The Motley Fool has positions in and recommends Bitcoin, Ethereum, Solana, Sui, and XRP. The Motley Fool has a disclosure policy. Is This Cryptocurrency the Biggest Winner of Trump's Tariffs? (Spoiler Alert: It's Not Bitcoin) was originally published by The Motley Fool Sign in to access your portfolio
Yahoo
6 days ago
- Business
- Yahoo
Should You Forget XRP and Buy This Soaring Cryptocurrency Instead?
Key Points While XRP is still outperforming Ethereum for the year, Ethereum has been soaring over the summer, so the performance gap is narrowing. The formation of new Ethereum Treasury Companies has been bullish for Ethereum's future growth prospects. The stablecoin investment thesis favors Ethereum, due to its dominant market position in stablecoins. 10 stocks we like better than Ethereum › XRP (CRYPTO: XRP) remains the top-performing major cryptocurrency of 2025. Year to date, XRP is up a resounding 42%. By way of comparison, crypto bellwether Bitcoin (CRYPTO: BTC) is only up 22%. So it's easy to see why many investors are focused on XRP. But don't sleep on Ethereum (CRYPTO: ETH), the world's second-largest cryptocurrency. For the year, it is only up a modest 8%. However, over the past 30 days, Ethereum is up a head-spinning 40%. It now has the sort of momentum that XRP had earlier in the year. So should investors shift their focus from XRP to Ethereum in the second half of 2025? The arrival of Ethereum Treasury Companies The one catalyst that set off Ethereum's summer rally was the sudden appearance of high-profile Ethereum Treasury Companies. These companies, inspired by the success of Bitcoin Treasury Companies, are designed to do just one thing: Buy as much Ethereum as they possibly can, as fast as they can. The one name that really stands out here is Bitmine Immersion Technologies (NYSEMKT: BMNR). Before June 2025, it was a sleepy little Bitcoin mining company. But then it hired Fundstrat co-founder Tom Lee as its chairman, and things have really taken off. The company is in the process of reinventing itself as the world's top Ethereum Treasury Company. Given Tom Lee's public profile, he's the sort of person who often pops up on CNBC. Increasingly, he's talking up the merits of investing in Ethereum. In doing so, he's playing the same evangelist role that Michael Saylor of Strategy (NASDAQ: MSTR) does for Bitcoin. So, given all this new buzz, other Ethereum Treasury Companies are also launching. It should be pointed out that new XRP Treasury Companies have also formed this summer. But there is much less enthusiasm for them than for the new Ethereum Treasury Companies. That could change over the next 12 months, but for now, Ethereum has the clear edge. The stablecoin investment thesis There's another factor in Ethereum's favor: The rise to prominence of stablecoins. Everyone, it seems, has been talking about stablecoins this summer, from retailers to fintech companies to Silicon Valley giants. The U.S. Treasury Department has also pushed the stablecoin agenda. And guess what? The top blockchain for stablecoins right now is Ethereum. It accounts for a reported 49% of all stablecoin activity right now. The only other blockchain that comes close is Tron (CRYPTO: TRX). In contrast, XRP is almost nowhere to be found in the ongoing debate over stablecoins. That's despite the fact that Ripple, the company behind the XRP token, launched a stablecoin of its own in December 2024 with the stated goal of boosting demand for XRP. As might be expected, a very strong stablecoin investment thesis is starting to form around Ethereum. The growing perception is that it is going to become a primary beneficiary of stablecoin adoption. As more people begin using stablecoins for activities like making online transactions, it should lead to new activity flourishing on the Ethereum blockchain, as well as a much healthier Ethereum ecosystem. Renewed activity in spot Ethereum ETFs Ethereum and Bitcoin are currently the only two cryptocurrencies with spot crypto ETFs. That is a key selling point with institutional investors, who are using these ETFs as a way to get exposure to the crypto market. Admittedly, earlier in the year, there was a lot of talk over the slowing pace of money flows into Ethereum ETFs. In some months, there were actually net outflows. That makes sense -- Ethereum's performance earlier in the year was dreadful, and investors were quite rightly taking their money out of spot Ethereum ETFs and moving it elsewhere. But here's the thing: Ethereum's summer rally has resulted in a new flood of money coming into the spot Ethereum ETFs. That's helping to push Ethereum higher as well. That being said, new spot XRP ETFs could be coming any moment now. The SEC is currently reviewing a handful of spot XRP ETF applications, and has until mid-October to render a judgment on them. If the SEC approves them, that might help to close the "ETF gap" between XRP and Ethereum. But for now, Ethereum has the edge. Ethereum is hardly a risk-free investment Just remember: Even though there are several factors that appear to make Ethereum a more attractive investment than XRP right now, it's hardly a risk-free investment. There's still enormous volatility in crypto, and Ethereum is no exception. Helping to mitigate this risk is Ethereum's long track record of performance that dates back to 2015. Investors now have a decade's worth of data to digest. If history is any guide, Ethereum will once again become a top market performer. Thus, while I can understand the allure of investing in an inexpensive $3 crypto like XRP, I'd rather put my money behind an expensive $3,600 crypto like Ethereum. Should you buy stock in Ethereum right now? Before you buy stock in Ethereum, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Ethereum wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $636,563!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,108,033!* Now, it's worth noting Stock Advisor's total average return is 1,047% — a market-crushing outperformance compared to 181% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of August 4, 2025 Dominic Basulto has positions in Bitcoin, Ethereum, and XRP. The Motley Fool has positions in and recommends Bitcoin, Ethereum, and XRP. The Motley Fool has a disclosure policy. Should You Forget XRP and Buy This Soaring Cryptocurrency Instead? was originally published by The Motley Fool
Yahoo
6 days ago
- Business
- Yahoo
Should You Forget XRP and Buy This Soaring Cryptocurrency Instead?
Key Points While XRP is still outperforming Ethereum for the year, Ethereum has been soaring over the summer, so the performance gap is narrowing. The formation of new Ethereum Treasury Companies has been bullish for Ethereum's future growth prospects. The stablecoin investment thesis favors Ethereum, due to its dominant market position in stablecoins. 10 stocks we like better than Ethereum › XRP (CRYPTO: XRP) remains the top-performing major cryptocurrency of 2025. Year to date, XRP is up a resounding 42%. By way of comparison, crypto bellwether Bitcoin (CRYPTO: BTC) is only up 22%. So it's easy to see why many investors are focused on XRP. But don't sleep on Ethereum (CRYPTO: ETH), the world's second-largest cryptocurrency. For the year, it is only up a modest 8%. However, over the past 30 days, Ethereum is up a head-spinning 40%. It now has the sort of momentum that XRP had earlier in the year. So should investors shift their focus from XRP to Ethereum in the second half of 2025? The arrival of Ethereum Treasury Companies The one catalyst that set off Ethereum's summer rally was the sudden appearance of high-profile Ethereum Treasury Companies. These companies, inspired by the success of Bitcoin Treasury Companies, are designed to do just one thing: Buy as much Ethereum as they possibly can, as fast as they can. The one name that really stands out here is Bitmine Immersion Technologies (NYSEMKT: BMNR). Before June 2025, it was a sleepy little Bitcoin mining company. But then it hired Fundstrat co-founder Tom Lee as its chairman, and things have really taken off. The company is in the process of reinventing itself as the world's top Ethereum Treasury Company. Given Tom Lee's public profile, he's the sort of person who often pops up on CNBC. Increasingly, he's talking up the merits of investing in Ethereum. In doing so, he's playing the same evangelist role that Michael Saylor of Strategy (NASDAQ: MSTR) does for Bitcoin. So, given all this new buzz, other Ethereum Treasury Companies are also launching. It should be pointed out that new XRP Treasury Companies have also formed this summer. But there is much less enthusiasm for them than for the new Ethereum Treasury Companies. That could change over the next 12 months, but for now, Ethereum has the clear edge. The stablecoin investment thesis There's another factor in Ethereum's favor: The rise to prominence of stablecoins. Everyone, it seems, has been talking about stablecoins this summer, from retailers to fintech companies to Silicon Valley giants. The U.S. Treasury Department has also pushed the stablecoin agenda. And guess what? The top blockchain for stablecoins right now is Ethereum. It accounts for a reported 49% of all stablecoin activity right now. The only other blockchain that comes close is Tron (CRYPTO: TRX). In contrast, XRP is almost nowhere to be found in the ongoing debate over stablecoins. That's despite the fact that Ripple, the company behind the XRP token, launched a stablecoin of its own in December 2024 with the stated goal of boosting demand for XRP. As might be expected, a very strong stablecoin investment thesis is starting to form around Ethereum. The growing perception is that it is going to become a primary beneficiary of stablecoin adoption. As more people begin using stablecoins for activities like making online transactions, it should lead to new activity flourishing on the Ethereum blockchain, as well as a much healthier Ethereum ecosystem. Renewed activity in spot Ethereum ETFs Ethereum and Bitcoin are currently the only two cryptocurrencies with spot crypto ETFs. That is a key selling point with institutional investors, who are using these ETFs as a way to get exposure to the crypto market. Admittedly, earlier in the year, there was a lot of talk over the slowing pace of money flows into Ethereum ETFs. In some months, there were actually net outflows. That makes sense -- Ethereum's performance earlier in the year was dreadful, and investors were quite rightly taking their money out of spot Ethereum ETFs and moving it elsewhere. But here's the thing: Ethereum's summer rally has resulted in a new flood of money coming into the spot Ethereum ETFs. That's helping to push Ethereum higher as well. That being said, new spot XRP ETFs could be coming any moment now. The SEC is currently reviewing a handful of spot XRP ETF applications, and has until mid-October to render a judgment on them. If the SEC approves them, that might help to close the "ETF gap" between XRP and Ethereum. But for now, Ethereum has the edge. Ethereum is hardly a risk-free investment Just remember: Even though there are several factors that appear to make Ethereum a more attractive investment than XRP right now, it's hardly a risk-free investment. There's still enormous volatility in crypto, and Ethereum is no exception. Helping to mitigate this risk is Ethereum's long track record of performance that dates back to 2015. Investors now have a decade's worth of data to digest. If history is any guide, Ethereum will once again become a top market performer. Thus, while I can understand the allure of investing in an inexpensive $3 crypto like XRP, I'd rather put my money behind an expensive $3,600 crypto like Ethereum. Should you buy stock in Ethereum right now? Before you buy stock in Ethereum, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Ethereum wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $636,563!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,108,033!* Now, it's worth noting Stock Advisor's total average return is 1,047% — a market-crushing outperformance compared to 181% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of August 4, 2025 Dominic Basulto has positions in Bitcoin, Ethereum, and XRP. The Motley Fool has positions in and recommends Bitcoin, Ethereum, and XRP. The Motley Fool has a disclosure policy. Should You Forget XRP and Buy This Soaring Cryptocurrency Instead? was originally published by The Motley Fool
New York Post
11-07-2025
- Business
- New York Post
Ethereum's Secret Weapon: How Tokenization is Shaking Up Finance
Lydia Moynihan sits down with Tom Lee, co-founder of Fundstrat and newly appointed chairman of BitMine Immersion Technology. They explore how Ethereum is bridging Wall Street and crypto through tokenization and smart contracts. Tom explains the appeal of Ethereum Treasury strategies versus ETFs and discusses the growing role of traditional finance institutions in stablecoins and crypto investments. Lee also touches on MicroStrategy's Bitcoin strategy and the evolving landscape where traditional and crypto finance converge.
