Ethereum is reshaping the underlying logic of financial infrastructure. A chairman of a major digital asset company recently stated at the shareholders' meeting that 2026 could be a key milestone for the full breakout of ETH.

He pointed out an interesting phenomenon: in 2021, Ethereum reached a historical high in the ETH/BTC exchange rate. As the wave of asset tokenization advances and more traditional financial institutions increase their involvement, this ratio is expected to break the record again in 2026. Leading international banks are even optimistic about Ethereum, predicting that ETH prices could surge to $12,000.

From a corporate perspective, this expectation directly reflects on performance. If ETH truly reaches $12,000, the company's stock price could theoretically be pegged around $500. Currently, the company holds about 4.2 million ETH and $1 billion in cash reserves, with staking yields alone contributing to pre-tax income. Roughly calculated at the current price, this could generate pre-tax earnings of $402 million to $433 million. If ETH reaches $12,000, pre-tax income could expand to $2 billion to $2.2 billion — this growth potential is indeed worth considering.