#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.