Ethereum co-founder and Consensys founder Joseph Lubin anticipates a surge of interest from Wall Street in Decentralized Finance (DeFi) and Ethereum. Lubin’s prediction is that gantries will figure out the opportunities of cryptocurrencies very soon. Finally, he implores developers and builders in the crypto space to innovate. They’ll need to bring forth the most compelling DeFi solutions that will, in turn, grab Wall Street’s attention. Lubin hopes to see those kinds of investments continuing to increase. As they do, Wall Street will assuredly continue to explore decentralized protocols and digital assets.
Lubin's projection centers on the idea that Wall Street's interest will be piqued by the consistent growth and innovative strategies within the DeFi space. He thinks that players in traditional finance need to deeply understand the mechanics of Bitcoin and Ethereum. Most importantly, they need to learn from the tactics employed by corporates such as MicroStrategy (MSTR) and Stakebase BET (SBET). Perhaps that’s why his optimism focuses on the ways in which traditional finance and decentralized technologies might find common ground.
Lubin's Vision for DeFi and Wall Street
Joseph Lubin, the co-founder of Ethereum and founder of Consensys, is the new high priest of the cryptocurrency world. He has written an exceedingly upbeat vision about the future of DeFi and its relationship with Wall Street. It makes Lubin’s insights particularly interesting and valuable given his deep involvement and understanding of the blockchain and cryptocurrency ecosystem. His recent comments further highlight the increasing opportunity for institutional adoption of DeFi technologies.
Lubin’s vision is one in which Wall Street firms directly engage with, and help foster the growth of, the DeFi ecosystem. He is convinced the lure of high-growth opportunities prevalent in the crypto space will draw traditional financial institutions to the game. This curiosity will lead them to want to learn more about decentralized protocols, digital assets and ecosystems.
"ETH and BTC (and some other digital asset) treasury strategies are the first large scale onboarding of TradFi onto DeFi." - Joseph Lubin
The Catalyst for Wall Street's Entry into DeFi
Increasingly institutional investments in the crypto space will, he believes, ultimately activate Wall Street’s full entry into DeFi. This trend will serve as the greatest driver for their participation. He posits that as these investments demonstrate sustained growth, major financial players will be compelled to explore and understand the underlying technologies and strategies. This journey will, of course, soon find them face-to-face with Ethereum and its strong DeFi community.
Lubin called for ongoing innovation within the crypto space to keep attracting Wall Street. By building more nuanced and attractive DeFi solutions, technology and community-oriented developers can make an impact on attracting the world of institutional investors. He thinks that Wall Street's interest will stem from a desire to capitalize on the potential returns and opportunities presented by decentralized finance.
Preparing for the Influx of Institutional Investors
In a tweet on June 16, 2025, Lubin shared his vision for what Wall Street’s increasing fascination with DeFi should look like. He thinks that legacy players will need to immerse themselves in the world of distributed ledgers. First, they require a familiarity with decentralized finance to really appreciate its promise.
"They will be motivated to deep dive and learn what’s up with these strategies. They will have to deeply understand the details of Bitcoin and Ethereum and the strategies of MSTR and SBET. They will have do go deep on DeFi on Ethereum." - Joseph Lubin
Lubin’s remarks are not only an affirmation of ongoing integration, but a rallying cry to the crypto community to keep building, keep innovating. Now Wall Street is taking a closer look at what’s happening in the DeFi space. As this trend toward centralization continues, the need for robust, secure, and easy-to-use decentralized alternatives will become increasingly critical. This groundwork will ultimately make it easier when traditional finance starts to take the leap into decentralized finance.
