By the end of 2025, public companies built massive ETH treasury positions most traders barely noticed.
According to Everstake:
🔹 6.5–7M ETH held by public firms
🔹 ≈ 5.5% of circulating supply
🔹 36M+ ETH staked (29% of supply)
🔹 Staking yield ≈ 3% APY
This is no longer retail institutions are stacking ETH at scale.
Why companies prefer $ETH (not just $BTC)
Bitcoin = scarcity
Ethereum = yield + scarcity
After buying $ETH ,companies can:
✅ Stake
✅ Earn protocol rewards
✅ Grow ETH holdings over time
👉 Basically: ETH that pays yield
So their strategy becomes:
Raise capital
Buy ETH
Stake
Compound rewards
More ETH per share = higher valuation.
Who’s leading?
🏢 BitMine → ~4M ETH
🏢 SharpLink → ~860K ETH
🏢 The Ether Machine → ~496K ETH (100% staked)
These aren’t experiments anymore this is institutional scale accumulation.
Big picture
ETH is turning into:
Staking yield asset
Stablecoin backbone
Tokenized Treasury infrastructure
👉 Institutions aren’t just speculating
👉 They’re treating ETH like productive capital
Risks to watch
⚠️ Validator failures / slashing
⚠️ Stock premium disappears
⚠️ Regulatory pressure
If capital markets slow → the flywheel breaks.
Bottom line:
Companies are quietly buying + staking millions of ETH.
Supply keeps locking. Yield keeps compounding.
Long-term bullish… if the system holds.
Would you treat $ETH as a yield asset or just price speculation? 👇
