Not long ago, choosing ETH as a strategic reserve might’ve sounded speculative. But today, it’s increasingly a rational move, and I think we’re only at the beginning of this shift. What strikes me most is how ETH has quietly transformed from a misunderstood smart contract asset into programmable reserve collateral for the digital economy. The total Strategic ETH Reserve is now 2.32M ETH (~$9B). It has increased almost 2x since July 6th. The top 3 ETH strategic companies are: 🥇 Bitmine: $2.2B ETH 🥈 Sharplink: $1.4B ETH 🥉 Ether Machine: $659M ETH Moreover, buying pressure is not just coming from ETH strategic companies; it’s also from ETF holdings. The cumulative trading volume on the ETF has surpassed $118B, with a 16-day streak of positive ETH amounts since July 3rd. 📌 So, why are they so bullish on ETH? Because Ethereum isn’t just a settlement layer; it’s the financial operating system of modern markets. – ETH provides programmable yield through staking, now made institutionally viable via SEC-approved terms. – Its adaptive monetary policy keeps long-term inflation below 1%, stronger than gold. – It anchors over $130B in stablecoins, secures over $200B in assets, and supports major institutional deployments from #BlackRock, #JPMorgan, and Robinhood. – Most critically, ETH is used to power, secure, and settle every function these companies bring on-chain, from #RWAs to #DeFi rails. The logic is simple: if your infrastructure depends on Ethereum, owning ETH becomes a matter of alignment, not speculation. It’s exactly the kind of buying pressure that quietly builds toward ATH.