2026-01-17 16:11:07

#Strategy加仓BTC Can Ethereum really take off next? This question has been hotly debated in the community lately. BitMine Chairman Tom Lee recently made a bold move at the shareholder meeting: by 2026, Ethereum will fully explode and become the top trend in financial infrastructure.

Looking at the current market—$ETH has already broken through $3,300, and Standard Chartered Bank has even set an astonishing target price of $12,000. Tom Lee boldly predicts that the ETH/BTC exchange rate could surpass the all-time high of 2021. What’s the logic behind this? RWA tokenization is approaching $20 billion in scale, with traditional giants like BlackRock and Fidelity rushing into the space. Institutional accumulation of $BTC has never stopped.

BitMine’s own cards are also quite strong: holding 4.2 million ETH, with $1 billion in cash on hand. Pure staking yields 1.08 million ETH, earning nearly $100 million annually just from this. If calculated at $12,000 per ETH, BitMine’s pre-tax revenue could reach $2-2.2 billion, and the stock’s theoretical valuation could surge to $500.

The current situation is like this: institutional funds are flowing in continuously, staking yields are steadily earning, and asset tokenization has become a new hot spot. Mainstream coins like $BNB are also being driven by this cycle. But the question is—will this super cycle really arrive? Is now a good time to enter? That depends on your judgment of the fundamentals.

BTC-4,23%

ETH-4,58%

BNB-3%

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GateUser-40edb63b

· 01-20 01:22

Tom Lee is starting to tell stories again, saying that 2026 will explode. Let's wait and see for 2025 first, he's gearing up.

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RebaseVictim

· 01-19 20:02

Tom Lee, is he making promises again? Every time he says there will be a breakout next year, but what’s the result... When will ETH reach 12,000? I’m increasingly losing faith in these predictions. 420 million ETH sounds impressive, but how much of it can actually be implemented... Staking yields sound stable, but stability in the crypto world is always relative. The RWA scale of 20 billion is indeed growing, but it’s still far from large-scale real-world application. Is this time different? Feels exactly the same as last year’s claims... Institutional entry is a fact, but does that guarantee the safety of our wallets…

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ContractTester

· 01-17 16:39

$12,000? Tom Lee is starting to tell stories again, always speaking so confidently.

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MentalWealthHarvester

· 01-17 16:35

Here we go again with this? $12,000, just listen to it. Only a fool would truly believe it.

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SerumDegen

· 01-17 16:35

ngl tom lee's been smoking something if he thinks eth flips btc dominance again... that 12k copium hit different but show me the on-chain signals first not just rwa daydreams

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SelfSovereignSteve

· 01-17 16:34

Tom Lee is making a big move again, predicting Ethereum's top in 2026? First, sell off his 4.2 million ETH, haha. $12,000? Standard Chartered's slogan is really aggressive, but I'm afraid they're just setting up retail investors as the bagholders. Institutional entry is real, but when will it be our turn to profit... that's really hard to say. RWA is hot, but can it really support a $12,000 valuation? I'm a bit skeptical. Staking and earning passively sounds great, but how are the risks calculated? Every time it's talked about, but in the end, we're caught. Should I enter now? My advice is: don't go all in, take a steady approach.

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TokenDustCollector

· 01-17 16:27

Tom Lee is at it again, $12,000? Let's see what he said in 2021 before believing him.

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HashBandit

· 01-17 16:22

nah tbh tom lee's been calling tops and bottoms for years lmao... back in my mining days we heard the same "this time it's different" pitch right before everything tanked. 12k eth? sure, if network congestion doesn't absolutely destroy txn throughput again. gas fees would be absolutely insane, tps bottleneck nightmare all over. anyway not touching this hype cycle

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