VanEck Ethereum Model Projects $55K Price Target by 2030 Amid Network Growth
The post VanEck Ethereum Model Projects $55K Price Target by 2030 Amid Network Growth appeared on BitcoinEthereumNews.com.
TLDR: Ethereum market share assumptions increased to 85% from 70% as Layer 2 networks gain traction across DeFi sectors Revenue projections adjusted upward to $130 billion for 2030 driven by stablecoin volume and blob fee mechanisms Circulating supply estimate reduced to 95 million ETH from 100.1 million due to staking and fee burn dynamics Terminal valuation multiple raised to 40x reflecting Ethereum’s role as global settlement infrastructure layer A revised analysis of VanEck’s Ethereum valuation model suggests the asset could reach between $55,000 and $65,000 by 2030. The update reflects structural changes in Ethereum’s market position and revenue generation since the original forecast. Analyst Joseph Young shared the recalculated projections on social media, noting substantial shifts in key metrics that drive the model’s output. Market Share and Revenue Projections Show Major Growth The original VanEck model from 2024 estimated Ethereum’s base case price at approximately $22,000 for 2030. That forecast assumed Ethereum would maintain a 70% market share across decentralized finance, stablecoins, and tokenization sectors. Current data indicates the network now commands over 60% dominance in these categories. Layer 2 solutions built on Ethereum have accelerated adoption rates. The updated model adjusts market share assumptions to 85% based on this trajectory. VanEck ETH forecast going around now is outdated. In 2024, VanEck estimated a 2030 ETH base case of ~$22K. a lot has changed since then. if we rerun VanEck’s model using today’s data, the base case moves significantly higher: $22K -> $55K here’s why VanEck’s valued ETH… — Joseph Young (@iamjosephyoung) January 10, 2026 Revenue projections have also shifted upward from the initial $78 billion estimate for 2030. Stablecoin transaction volumes now exceed $8 trillion per quarter across Ethereum and its Layer 2 networks. Blob fees introduced through recent upgrades generate additional income streams. Real-world asset tokenization has…
Filed under: News - @ January 10, 2026 10:10 pm