🧵1/ There’s a direct link between the value of crypto assets and how much of it companies are locking up in reserves or ETFs. As corporate & institutional holdings grow, so does price. It happened with Bitcoin. It’s happening now with Ethereum. Let’s compare 👇

2/ 🟠 Bitcoin 📊 199 entities hold 3.475M BTC 💰 Worth $413B 📈 That’s 16.55% of all BTC supply Bitcoin became a macro treasury asset. Companies raced to add it to their balance sheets, and price followed.

3/ 🔵 Ethereum (today) 📊 Just 57 entities hold 7M ETH 💰 Worth only $26.45B 📉 That’s just 5.8% of ETH supply ETH is still early in its treasury adoption curve. But the pattern is echoing Bitcoin’s earlier response.

4/ 🚀 Several major firms have announced plans to buy billions worth of ETH in the coming months. If ETH treasury holdings reach 15% of supply by year-end, we’d see: 📊 18M ETH 💰 ~$68.4B held 🆙 That’s a potential + $42B in added demand.

5/ The upside for ETH will be massive. The blueprint is already there. It’s called Bitcoin. 📈 As Ethereum increses its strategic reserve asset footprint, its valuation will respond in kind. The ETH treasury era has only just begun.

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