In a stunning development, corporate treasuries have rapidly accumulated 1% of Ethereum’s circulating supply in just two months, signaling a seismic shift in institutional interest. This surge, highlighted in a recent Standard Chartered report, underscores Ethereum’s growing appeal as a strategic reserve asset. But what’s driving this unprecedented demand, and how could it reshape the crypto landscape?
Ethereum News: Institutional Adoption Accelerates
According to Standard Chartered, treasury companies have purchased 1.26 million ETH since early June – nearly matching the 2 million ETH acquired by spot ETFs during the same period. This parallel buying spree reveals:
- BitMine Immersion Technologies leads with 625,000 ETH (0.52% of supply)
- Sharplink Gaming follows with 438,190 ETH from a $290 million purchase
- Standard Chartered projects corporate ETH holdings could reach 10% of supply
Why Corporate Treasuries Are Choosing Ethereum Over Bitcoin
Standard Chartered analyst Geoffrey Kendrick identifies three structural advantages driving institutional demand:
| Factor | Ethereum | Bitcoin |
|---|---|---|
| Yield Potential | Staking rewards (~5% APR) | No native yield |
| Utility | DeFi integration | Primarily store of value |
| Regulatory Clarity | Clearer framework emerging | Ongoing uncertainty |
The Price Impact of Institutional Ethereum Demand
The ETH/BTC ratio has surged from 0.018 in April to 0.032 in July, reflecting:
- Corporate treasury accumulation
- Spot ETF inflows
- Standard Chartered maintains $4,000 year-end price target
This institutional embrace positions Ethereum as a potential long-term outperformer. With treasury companies “just getting started,” we may be witnessing the early stages of a fundamental revaluation of ETH’s role in corporate finance.
Frequently Asked Questions
How much Ethereum do corporate treasuries currently hold?
Corporate treasuries now hold approximately 1% of Ethereum’s circulating supply, with leading holders including BitMine Immersion Technologies (625,000 ETH) and Sharplink Gaming (438,190 ETH).
Why are institutions choosing Ethereum over Bitcoin?
Institutions are attracted to Ethereum’s staking yields, DeFi utility, and emerging regulatory clarity – advantages Bitcoin currently can’t match.
What is Standard Chartered’s price prediction for Ethereum?
Standard Chartered maintains a $4,000 year-end price target for ETH, noting sustained demand could push prices even higher.
How does corporate ETH accumulation compare to Bitcoin?
While Bitcoin treasury companies hold 4.4% of BTC supply, Ethereum’s projected 10% ownership would represent a significant shift in institutional allocation.
