ETH 10th Anniversary: $100B Treasuries & $5.3B ETF Flows
Ethereum marked its 10th anniversary as institutional demand accelerated, with corporate crypto treasuries now exceeding $100 billion in digital assets. Firms have acquired over 1.3 million ETH—around 1.09% of total supply—driven by staking yields and active value generation. Standard Chartered forecasts that corporate holdings could reach 10% of Ethereum’s supply, potentially lifting ETH above $4,000 by year-end. Robust spot ETH ETF flows added $5.3 billion since July 3, while leading firms such as Strategy, Metaplanet and SharpLink expand their Ether reserves. Phoenix Group diversified with 514 BTC and 630,000 SOL, and BitMine Immersion aims for up to 5% of the ETH supply. Japanese company Metaplanet plans a $3.7 billion stock offering to buy 210,000 BTC by 2027. Meanwhile, DeFi platform Veda has appointed ex-SEC counsel TuongVy Le to strengthen compliance. Ethereum’s Total Value Locked in DeFi remains high at nearly $85 billion, underscoring ecosystem growth amid tightening supply.
Bullish
The combined news of corporate treasuries surpassing $100 billion, ongoing spot ETH ETF inflows of $5.3 billion and forecasts of up to 10% corporate Ether holdings point to sustained institutional demand. This demand tightens Ethereum’s supply, creating upward pressure on ETH’s price. In the short term, ETF flows and large-scale treasury purchases should support bullish momentum. Over the long term, staking yields, active value generation and growing DeFi TVL reinforce confidence in Ethereum’s ecosystem, underpinning potential further gains.