Can Ethereum regain its glory in 2026? Institutions predict ETH will break through $12,000

2026-01-17 10:04:12

Abstract generation in progress

【Blockchain Rhythm】Financial professionals and renowned investment analyst Tom Lee recently made a bold statement at an important conference — Ethereum is at the forefront of upgrading financial infrastructure, and 2026 could be the pivotal year for the full breakout of this public chain.

What is his reasoning? Tom Lee pointed out that Ethereum set a historical record for the ETH/BTC exchange rate in 2021. With the wave of real asset tokenization advancing, along with the continuous entry of traditional financial institutions and ordinary investors, this ratio has the full potential to break previous highs again in 2026. Standard Chartered Bank also sees this trend positively, even defining 2026 as the “Year of Ethereum,” and predicts ETH could reach $12,000.

What does this forecast mean for specific investors? Tom Lee emphasizes that certain business models deeply integrated with the Ethereum ecosystem will directly benefit. Based on historical correlation, if ETH truly rises to $12,000, the stock prices of related companies could theoretically double.

Even more interesting are the financial data. Currently, the company holds about 4.2 million ETH, with cash reserves reaching $1 billion. Just from ETH staking yields and existing assets, it can generate pre-tax income of $402 million to $433 million under current conditions. If ETH really reaches $12,000 and the company controls 5% of the Ethereum supply, pre-tax income could expand to $2 billion to $2.2 billion — what kind of concept is this?

ETH-0,15%

BTC-0,18%

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