Corporate treasuries are rapidly accumulating Ethereum (ETH), tightening its supply while leveraging staking and DeFi for yield. This trend enhances liquidity but introduces risks like leverage and capital allocation challenges. CoinMetrics warns of potential price sensitivity as demand surges.
- Five major firms hold 1.8% of ETH supply, with Bitmine targeting 5%.
- Staking yields 2.15% real returns, while DeFi integration expands liquidity.
- Corporate ETH holdings exceed post-Merge net supply growth (454.3K ETH).
📎 Related coverage from: cryptopotato.com
