Tom Lee: Ethereum may迎来 its highlight moment in 2026, with ETH reaching $12,000

The Chairman of BitMine and co-founder of Fundstrat, Tom Lee, stated at the latest BitMine shareholders' meeting that Ethereum is at the core of a new wave of financial infrastructure transformation, and 2026 may be a key year for Ethereum's full explosion. Tom Lee pointed out that Ethereum reached a historical high in the ETH/BTC exchange rate in 2021, and with the tokenization of real assets and the accelerated adoption by mainstream financial institutions and users, this ratio is expected to break previous highs again in 2026.

Standard Chartered also views 2026 as the "Year of Ethereum," predicting that the price of Ethereum will reach $12,000. Against this backdrop, Tom Lee emphasized that BitMine's business model will directly benefit from the rise in Ethereum prices. Based on historical correlations, if the ETH price reaches $12,000, BitMine (BMNR) stock price theoretically corresponds to about $500. In addition, BitMine will gain substantial cash flow from Ethereum staking rewards and ample cash reserves. The company currently holds approximately 4.2 million ETH and has about $1 billion in cash. Under current conditions, it is expected to generate pre-tax income of $402 million to $433 million; if the ETH price rises to $12,000 and the company controls about 5% of the Ethereum supply, the pre-tax income scale is expected to expand to $2 billion to $2.2 billion.