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Tom Lee, Chairman of BitMine and co-founder of Fundstrat, said that Ethereum could experience its “highlight moment” in 2026, with the $ETH price potentially rising to $12,000.
Lee, in his assessment at the recent BitMine shareholder meeting, argued that Ethereum is at the center of a new financial infrastructure transformation and that 2026 could be a critical year for Ethereum.
According to Lee, Ethereum reached its all-time high in the $ETH/BTC pair in 2021. With the acceleration of tokenization of real-world assets and increasing adoption by mainstream financial institutions and users, this rate is expected to surpass the previous peak in 2026. Sharing a similar view, Standard Chartered Bank has described 2026 as the “Year of Ethereum,” predicting that the $ETH price could reach $12,000.
Parallel to this, Tom Lee stated that BitMine’s business model would directly benefit from the rise in Ethereum’s price. Based on calculations using historical correlations, he indicated that if the $ETH price reaches $12,000, BitMine (BMNR) shares could theoretically reach approximately $500.
Lee also stated that BitMine would generate significant cash flow thanks to its Ethereum staking yields and strong cash position.
The company currently holds approximately 4.2 million $ETH and around $1 billion in cash assets, which, under current conditions, could generate pre-tax income in the range of $402–433 million. However, if the $ETH price rises to $12,000 and the company controls approximately 5% of the Ethereum supply, pre-tax income could increase to the $2–2.2 billion range.
*This is not investment advice.