{"id":1549731,"date":"2025-07-29T17:45:00","date_gmt":"2025-07-29T21:45:00","guid":{"rendered":"https:\/\/bugaluu.com\/news\/?p=1549731"},"modified":"2025-07-29T17:45:00","modified_gmt":"2025-07-29T21:45:00","slug":"corporations-to-acquire-10-of-ether-supply-as-regulatory-arbitrage-accelerates","status":"publish","type":"post","link":"https:\/\/bugaluu.com\/news\/corporations-to-acquire-10-of-ether-supply-as-regulatory-arbitrage-accelerates\/1549731\/","title":{"rendered":"Corporations To Acquire 10% Of Ether Supply As Regulatory Arbitrage Accelerates"},"content":{"rendered":"

Corporations To Acquire 10% Of Ether Supply As Regulatory Arbitrage Accelerates<\/span><\/p>\n

\n

Corporations are buying Ether at a faster pace than Bitcoin, <\/strong>signaling a shift in institutional interest toward the world\u2019s second-largest cryptocurrency as it prepares to celebrate its 10th anniversary, according to a new report from Standard Chartered.<\/p>\n

Corporate cryptocurrency treasury firms have bought up 1% of the total Ether supply since the beginning of June, the bank said in a Tuesday research report.<\/p>\n

<\/a><\/p>\n

Over the same period, Ether-focused treasury firms have doubled the pace of investments compared to their Bitcoin-focused counterparts, helping ETH outperform Bitcoin\u2019s price action, the report said.<\/strong><\/p>\n

<\/a><\/p>\n

As CoinTelegraph’s Zoltan Vardai reports, <\/a>StanChart attributed some of Ether\u2019s recent price strength to this accumulation trend and the performance of spot Ether exchange-traded funds (ETFs), writing:<\/p>\n

\u201cBuying by these companies, along with the best period for ETH ETFs on record, has certainly contributed to those gains.\u201d<\/strong><\/em><\/p>\n

Standard Chartered added that continued inflows could push ETH above its $4,000 year-end forecast.<\/p>\n

<\/a><\/p>\n

ETH held by Ethereum treasury companies. Source: Standard Chartered<\/em><\/p>\n

Despite the increasing accumulation by corporations and US spot Ether ETFs, ETH\u2019s price remains over 21% below its all-time high of $4,890 set four years ago in November 2021<\/strong>,\u00a0data shows.<\/p>\n

<\/a><\/p>\n

Corporations could reach 10% of all ETH<\/h2>\n

Ether-focused treasury firms have more growth potential compared to Bitcoin treasury firms from a \u201cregulatory arbitrage perspective,\u201d according to Standard Chartered.<\/p>\n

“…this buying of digital assets by corporates makes sense due to inefficiencies in financial markets, mostly stemming from regulation<\/strong>. <\/em><\/p>\n

Specifically, restrictions on investor access to the asset class, which remain significant in a large number of jurisdictions, mean that investors seek alternative vehicles (in this case publicly listed companies) through which to gain exposure to the underlying asset<\/strong>. <\/em><\/p>\n

As a result, these companies\u2019 market cap tends to trade above the net asset value (NAV) of the assets held, at a so-called positive NAV multiple.”<\/em><\/p>\n

Ether treasury firms can \u201ccapture both staking rewards and decentralised finance (DeFi) leverage opportunities, which US Ethereum ETFs currently cannot,\u201d <\/strong>the report said, adding:<\/p>\n

At around 3%, staking yield\u00a0is significant…<\/p>\n

<\/a><\/p>\n

In the Bitcoin treasury space, it took several years for MSTR to spawn significant\u00a0buying by imitators.<\/strong><\/p>\n

For ETH this is likely to happen more quickly, as the broader concept of corporate holdings of digital assets is already accepted. <\/em><\/p>\n

Publicly listed Bitcoin mining company, BitMine Immersion Tech (BMNR), is currently the largest Ether treasury firm, holding 0.5% of the circulating ETH supply.<\/em><\/p>\n

If BMNR can achieve its goal of increasing its ETH holdings to 5% of the total in circulation, then it is fair to assume that ETH treasury companies as a whole will end up holding more than 10% of all ETH in circulation. This would be a 10x increase from today\u2019s corporate treasury holdings<\/strong>.<\/em><\/p>\n

The firm previously announced plans to acquire up to 5% of the Ether supply, which would involve the acquisition of another 6 million ETH tokens, according to Standard Chartered.<\/p>\n

<\/a><\/p>\n

Source:\u00a0<\/em>sassal0x<\/em><\/a><\/p>\n

The report comes a week after a newly-formed company, called\u00a0the Ether Machine<\/a>, announced plans to launch \u201cone of the largest onchain ETH positions of any public entity,\u201d planning to acquire over 400,000 ETH worth more than $1.5 billion<\/strong> and to get listed on the Nasdaq under the ticker symbol \u201cETHM,\u201d Cointelegraph reported on July 21.<\/p>\n<\/div>\n

Tyler Durden<\/a><\/span>
\nTue, 07\/29\/2025 – 13:45<\/span><\/p>\n

\u200bhttps:\/\/www.zerohedge.com\/crypto\/corporations-have-acquired-1-ether-supply-stanchart-sees-growth-10<\/a>\u00a0<\/p>\n","protected":false},"excerpt":{"rendered":"

Corporations To Acquire 10% Of Ether Supply As Regulatory Arbitrage Accelerates Corporations are buying Ether at a faster pace than Bitcoin, signaling a shift in…<\/p>\n","protected":false},"author":0,"featured_media":1549732,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-1549731","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news","wpcat-1-id"],"_links":{"self":[{"href":"https:\/\/bugaluu.com\/news\/wp-json\/wp\/v2\/posts\/1549731","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/bugaluu.com\/news\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/bugaluu.com\/news\/wp-json\/wp\/v2\/types\/post"}],"replies":[{"embeddable":true,"href":"https:\/\/bugaluu.com\/news\/wp-json\/wp\/v2\/comments?post=1549731"}],"version-history":[{"count":0,"href":"https:\/\/bugaluu.com\/news\/wp-json\/wp\/v2\/posts\/1549731\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/bugaluu.com\/news\/wp-json\/wp\/v2\/media\/1549732"}],"wp:attachment":[{"href":"https:\/\/bugaluu.com\/news\/wp-json\/wp\/v2\/media?parent=1549731"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/bugaluu.com\/news\/wp-json\/wp\/v2\/categories?post=1549731"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/bugaluu.com\/news\/wp-json\/wp\/v2\/tags?post=1549731"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}