Strategic Ethereum reserves exceed $10 billion! A 50-fold increase in four months, the institutional "Coin Hoarding" wave reshapes the ETH landscape.

The "Strategic Ethereum Reserve" held long-term by listed companies, financial institutions, DAOs, foundations, and other entities has surpassed a total scale of $10 billion, rising 50 times from $200 million at the beginning of April (. BitMine (625,000 ETH), SharpLink (438,000 ETH), and the emerging force Ether Machine (335,000 ETH) rank as the top three institutional holdings. BTCS has submitted a $2 billion fundraising plan, and 180 Life Sciences is transforming into ETHZilla, coupled with Standard Chartered Bank's prediction that "corporate bonds will absorb 10% of circulating ETH," marking that ETH is accelerating to become an institutional-level on-chain reserve asset.

[A 10 Billion Milestone: Behind the 50-Fold Growth in Four Months] The official website of the Strategic Ethereum Reserve shows that the ETH fund pool, which gathers long-term capital holdings, has surpassed $10.5 billion. Its growth trajectory is nothing short of remarkable:

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(Holdings of Ethereum for each entity | Source: Strategic ETH Reserve)

  • Early April: The reserve size was only 200 million dollars
  • End of June: Rapidly rose to 3 billion dollars
  • End of July: In just one month, a big pump of $7 billion, total scale surpassing 10 billion. This exponential growth highlights that institutions' strategic allocation to Ethereum is moving from the margins to the mainstream, with ETH increasingly becoming a core digital asset on corporate balance sheets and sovereign funds.

[The Giants Lead: Three Major Institutions' Whales Surface]

  • BitMine )BitMine(: Holdings 625,000 ETH (approximately $2.35 billion), aiming to hold 5% of the total supply of ETH long-term, firmly at the top of the institutional rankings.
  • SharpLink: Holds 438,200 ETH (approximately $1.69 billion), with unrealized profits exceeding $400 million.
  • New Giant Ether Machine: Launched a reserve strategy on the occasion of Ethereum's tenth anniversary, investing $56.9 million through its subsidiary to acquire 15,000 ETH, reaching total holdings of 334,800 ETH, jumping to third place.

[Expansion Wave: Funding Ammunition Continues to Increase]

  • BTCS Inc.: Submitted a $2 billion shelf offering plan to the SEC, intending to raise funds to continuously increase Holdings in ETH.
  • 180 Life Sciences: Plans to raise $425 million to establish an Ether reserve and rename itself as ETHZilla Corporation.
  • Ecosystem Participants Update: The multiplayer online game StarHeroes has announced the establishment of a reserve pool of 410 ETH, aimed at enhancing the utility of the ecosystem token $STAR.

[Institutional Logic: The Allocation Value Beyond Bitcoin] Vugar Usi Zade, the Chief Operating Officer of Bitget, pointed out that institutions like SharpLink, BitMine, and BTCS are leading the "buy-and-stake" trend, which began two months ago and will continue to strengthen. He analyzed the core reasons for institutions' preference for ETH:

"Institutions are beginning to recognize the multidimensional advantages of ETH compared to BTC: price potential, programmability, network adoption barriers, and the ability to generate passive income from staking... After witnessing the steady growth of ETH, those who have yet to enter the market will undoubtedly join the majority." Unicoin Chief Strategy Officer Silvina Moschini further predicts: "ETH is becoming a standard treasury asset similar to sovereign bonds, and in the future, it will be deeply integrated into corporate financial reports and government digital ecosystems. Its decentralized architecture, continuous operational records, and security provide the trust and execution guarantees required by institutions."

[Future Prediction: Companies may consume 10% of circulating supply] Geoff Kendrick, the head of digital asset research at Standard Chartered Bank, predicts that corporate treasuries may ultimately hold 10% of the total supply of ETH (currently about 120 million tokens). If this comes true, it implies that institutional holdings need to grow several times from the current level, which will have a profound impact on the supply-demand structure and price of ETH.

Conclusion: The strategic breakthrough of Ethereum reserves exceeding 10 billion USD marks a milestone event for the large-scale entry of institutional capital. From mining giants to listed companies, from game studios to biotech firms, diverse entities are voting with real money to recognize ETH's status as "on-chain treasury bonds." Driven by the triple forces of staking yields, ecological applications, and clear regulation, the institutionalization process of ETH has become irreversible. If Standard Chartered's prediction of "10% circulation" gradually materializes, it will completely reshape the market landscape for Ethereum and lay a solid foundation for long-term value. This 10 billion USD is just the beginning; the second half of the institutional coin accumulation wave may be even more surging.

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