2026-01-18 07:25:10

Recently, discussions about Ethereum's prospects in 2026 have heated up in the industry. Renowned analyst Tom Lee straightforwardly states that next year will be the "Year of Ethereum." What is the logic behind this judgment?

From the perspective of the asset tokenization wave, institutional funds worldwide are accelerating their deployment in this sector. The $12,000 target price given by Standard Chartered reflects traditional financial institutions' recognition of ETH's long-term value. This is not baseless speculation but is supported by several key factors.

On the technical side, the Ethereum ecosystem is improving. The staking yield model is operating steadily, and Layer 2 solutions have significantly reduced usage costs, all of which are attracting incremental funds. Coupled with the liquidity boost brought by the launch of spot ETFs, barriers for institutional entry are gradually being removed.

The scale of tokenized assets is also expanding rapidly. From real estate to bonds, more and more traditional assets are being on-chain, creating sustained demand for mainstream public chains like Ethereum.

However, the market always carries uncertainties. Regulatory policies, macroeconomic environments, and the progress of competing chains can all influence the final outcome. What is your view on Ethereum's prospects in 2026?

ETH1,08%

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

9 Likes

Reward
9
8
Repost
Share

Comment

0/400

LayerZeroHero

· 8h ago

Can 12000 really be reached? I’m skeptical --- No matter what Tom Lee says, I’m half convinced and half doubtful. He said the same thing last year --- Layer2 needs to rise for ETH to truly turn around; otherwise, it’s still the same old story --- Institutional entry sounds great, but the real bubble is also inflated by them --- Tokenized assets do have potential, but it depends on how regulations are handled --- Spot ETF liquidity is indeed helpful, but don’t overestimate it --- 2026 is too far away; I only care about what happens next year --- Trust Standard Chartered just because they give a number? I’ve seen this trick too many times --- Staking yields are stable, but it’s just waiting for the next wave --- Competitive chains are getting stronger; does Ethereum’s advantage still exist? --- I just want to know when I can break even

View OriginalReply0

WalletInspector

· 12h ago

12,000? Dreaming haha

View OriginalReply0

Hash_Bandit

· 14h ago

ngl the $12k target feels optimistic... but then again that's exactly what we said about eth hitting $1k back in the day 🤔

Reply0

token_therapist

· 14h ago

It sounds like another "Ethereum Year" has passed again. I'm a bit numb to it.

View OriginalReply0

NFTDreamer

· 14h ago

Will ETH rise to 12,000? Dream on haha --- Layer 2 has indeed become cheaper, but can it really attract funds? --- It's Tom Lee again, and Standard Chartered too. I've heard this spiel many years ago. --- On-chain assets sound great, but who knows when regulations will come and disrupt everything. --- Staking yields are stable and genuine, but the risks must also be considered. --- 12,000 is correct, I don't believe you at all. --- Speaking of tokenized assets, are they reliable? Or just another hype concept. --- Liquidity has increased, that's a fact, but can it last until 2026? That's the question.

View OriginalReply0

0xInsomnia

· 14h ago

Selling your grandma, and you're still hyping ETH... 12,000? I feel like these institutions are just telling stories.

View OriginalReply0

fren.eth

· 14h ago

To be honest, I believe in the target price of 12,000, but the prerequisite is that regulators don't cause trouble.

View OriginalReply0

ETHmaxi_NoFilter