Ethereum News Today: Ethereum Bridges Digital and Traditional Finance as Institutional Treasuries Overtake Bitcoin

Ethereum Treasuries Surpass Bitcoin in Market Dynamics

The cryptocurrency market is witnessing a pivotal shift as institutional Ethereum (ETH) treasuries overtake Bitcoin (BTC) in circulating supply dominance, signaling a strategic realignment in corporate and institutional adoption. According to a Yahoo Finance report, Artemis data shows Ethereum treasury firms now hold 3.2 million ETH—0.40% of the total supply—surpassing Bitcoin's corporate investors, who collectively control 0.36% of the 19 million BTC in circulation. This development reflects growing institutional confidence in Ethereum's utility, driven by its energy-efficient proof-of-stake (PoS) model and regulatory-friendly framework.

The surge in Ethereum accumulation is led by firms like BitMine, which added $113 million in ETH to its treasury, boosting its holdings to 3.3 million ETH ($13.2 billion) and cementing its position as the largest corporate ETH holder. CEO Tom Lee has positioned Ethereum as a "neutral chain" poised for institutional adoption, contrasting it with Bitcoin's volatility. Meanwhile, the Ethereum Foundation has launched an institution-focused portal to showcase its role in real-world asset (RWA) tokenization, stablecoin infrastructure, and decentralized finance (DeFi); the portal's emphasis on ZK privacy tech and restaking is highlighted in a Cryptonews piece.

The shift is amplified by geopolitical developments, including the U.S.-China trade agreement that lifted global markets. The deal, which averted 100% tariffs and rare earth export controls, pushed Ethereum to $4,049—a 2.7% gain—while Bitcoin traded near $113,367, according to a Bitget article; a Coinpedia report likewise covered the rally. Some traders cashed in large profits amid the rebound, with a Yahoo Finance feature showing one trader realized $17 million.

Ethereum's technical outlook remains bullish. Despite a recent 1.2% decline to $3,932, the asset holds key support near $3,900, with analysts projecting a gradual ascent to $10,000 by 2028—an outlook Coinotag reports. This forecast is underpinned by Ethereum's non-inflationary supply, institutional accumulation, and growing DeFi adoption. Layer-2 networks like Linea and Starknet now secure over $50 billion in value, while staking protocols such as EigenLayer and RocketPool enable yield generation for institutional ETH holders. Short traders had deployed significant leverage ahead of the summit, per a Yahoo analysis.

However, challenges persist. BitMine's 2.8% ETH stake exposes it to concentration risk, with a 20% price drop threatening to erode $2.76 billion in value. Regulatory scrutiny also looms, as the SEC's potential classification of ETH as a security could impose reporting requirements on large holders. Meanwhile, Bitcoin's dominance faces competition from Ethereum's expanding ecosystem, including tokenized Treasuries and stablecoins like Tether's USDPT, and Tether holds more U.S. Treasuries than South Korea and the UAE.

The market's evolution is further shaped by stablecoin giants like Tether and Western Union, which plans to launch a Solana-based stablecoin in 2026. These moves underscore blockchain's integration into traditional finance, with Ethereum and Solana vying for leadership in cross-border payments and asset tokenization.

As the Trump-Xi summit nears, markets remain cautious. A finalized trade deal could bolster risk-on sentiment, while a breakdown might reignite volatility. For now, Ethereum's institutional momentum suggests it is redefining the crypto landscape, with corporations and regulators increasingly viewing it as a bridge between digital and traditional finance.

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