Vitalik Buterin says Ethereum treasury is ‘good’ but THIS risk remains
Main Idea
Vitalik Buterin states that Ethereum's treasury firms are 'good' for 2025, providing ETH with a lifeline after a challenging period, while noting ongoing risks.
Key Points
1. Vitalik Buterin supports Ethereum treasury firms, stating they provide more options and are beneficial for ETH.
2. Over 60 players have acquired 3 million ETH (worth $11.8 billion), representing 2.5% of the total supply.
3. BitMine Immersion Technologies (BMNR) leads with 833.1K ETH, followed by SharpLinK Gaming (SBET) with 521.9K ETH and The Ether Machine (DYNX) with $1.35 billion ETH.
4. Treasury demand has rivaled ETFs, with Standard Chartered noting both acquired 1.6% of ETH's supply, and treasury stocks are considered better investments than ETH ETFs.
5. Selling pressure on exchanges increased as ETH neared $4K, contrasting with last week's rally marked by muted exchange inflows.
Description
Most ETH treasury stocks were close to their fair value and discounted levels per mNAV.
Latest News
- AERO jumps 21%, hits 6-month high – Here’s the next KEY level!2025-08-09 11:06:44
- $4.5M rug pull? – CrediX disappears while NFTs outpace DeFi2025-08-09 09:08:58
- PENDLE eyes 116% breakout after HyperEVM launch – UNLESS…2025-08-09 08:11:52
- Cardano – Why ADA’s rally to $1.20 may be just beginning2025-08-09 07:12:56
- Vitalik Buterin says Ethereum treasury is ‘good’ but THIS risk remains2025-08-09 06:25:18