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Strategic ETH Reserves might be the next big narrative this cycle.
More and more companies are quietly accumulating ETH and locking it into their treasury -just like MicroStrategy did with Bitcoin in the last bull.
Now, the macro tailwinds are aligning:
▫️ Staked ETH just hit a new all-time high:
→ 29.65% of supply
→ Valued over $108.9B
▫️ Onchain US stocks are gaining traction through Robinhood and xStock
✨ So here's the real alpha:
We’re likely entering a new wave of companies that are holding ETH in their treasury as a strategic bet on programmable capital.
This could be the ETH version of the BTC treasury wave in 2020.
1/ SharpLink Gaming | Ticker: SBET | ETH holding: 216k
2/ Coinbase | Ticker: COIN | ETH holding: 137.3k
3/ Golem Foundation | Ticker: GLM | ETH holding: 101.2k
4/ Bit Digital | Ticker: BTBT | ETH holding: 100.6k
5/ Status | Ticker: SNT | ETH holding: 23.1k
6/ BTCS Inc | Ticker: BTCS | ETH holding: 14.6k
7/ Intchains Group | Ticker: ICG | ETH holding: 7k
8/ ETH Strategy | Ticker: STRAT | ETH holding: 6.9k
9/ GameSquare Holdings | Ticker: GAME | ETH holding: 1.8k
10/ Upcoming: Bitmine Immersion | Ticker: BMNR