Ethereum becomes the new favorite of institutions! ETH strategy reserves skyrocketed 50 times, breaking 10 billion USD, the next Bitcoin treasury?

The Ethereum (ETH) strategic reserve is a rapidly expanding ETH pool held by publicly listed companies, treasuries, Decentralized Autonomous Organizations (DAOs), foundations, and other long-term entities, currently exceeding $10 billion in scale. This reflects an astonishing 50-fold growth in Ethereum within just four months. This rapid growth highlights a significant shift in institutional investors' interest in Ethereum, positioning it as a key asset in corporate and strategic investment portfolios.

Ethereum reserves surpass 10 billion USD, what are the driving factors?

(Source: StrategicETHReserve)

According to the latest data from the strategic ETH reserve website, at the beginning of April, the reserve held only $200 million, and the holdings have been continuously increasing. However, as more and more publicly listed companies begin to adopt Ethereum as their primary reserve asset, this trend is accelerating. In about a month, the foreign exchange reserves increased by more than $7 billion, rising from about $3 billion at the end of June to the current $10.5 billion.

This growth is attributed to major institutional investors continuously buying Ethereum. For example, the acquisition by BitMine Immersion Technologies increased its reserves to 625,000 ETH, valued at approximately $2.35 billion. The company plans to gradually hold 5% of the total amount of ETH.

In addition, SharpLink holds approximately 438,200 ETH, worth $1.69 billion. The ETH held by the company has generated over $400 million in unrealized profits.

It is noteworthy that a new entity has risen to become the third largest ETH corporate holder. On the occasion of Ethereum's tenth anniversary, The Ether Machine launched its ETH financial strategy. The company was formed from an unfinished business merger between The Ether Reserve, LLC and Dynamix Corporation, announcing the acquisition of 15,000 ETH for $56.9 million through the former. This acquisition brings its total ETH holdings to 334,757, second only to BitMine and SharpLink.

At the same time, other companies are also seeking to increase their ETH investments. Blockchain infrastructure technology company BTCS Inc. has submitted a registration application for suspension to the U.S. Securities and Exchange Commission (SEC), which will allow the company to raise up to $2 billion for further purchases of ETH.

Institutional Investors' Interest in ETH: Potential and Trust

Unicoin founder and Chief Strategy Officer Silvina Moschini explained in an interview that as Ethereum becomes a standard financial asset, similar to sovereign bonds, it will deeply integrate into corporate balance sheets and government-supported digital ecosystems.

"From the perspective of trust and execution, Ethereum provides the certainty that institutional participants need. When large institutions enter the market, they seek assurance: no preferential treatment, fair execution, and verified finality. The decentralized structure of Ethereum, combined with its stable uptime and security record, precisely meets these requirements," she mentioned.

Future Outlook: Potential Changes in ETH Supply

Geoff Kendrick, Head of Digital Assets Research at Standard Chartered Bank, predicts that corporate finance departments may acquire 10% of all ETH. This represents a significant increase from the current shareholding ratio.

Conclusion:

Ethereum strategy reserves have突破 10 billion USD, marking a significant increase in institutional investors' interest in ETH. As more and more companies incorporate Ethereum into their balance sheets and utilize its staking yields and decentralization characteristics, Ethereum's position in corporate capital allocation strategy assets will increasingly solidify.