Ethereum News Today: Treasury's Staking Safe Harbor Reshapes Institutional Crypto Strategies

The U.S. Treasury and IRS issued groundbreaking guidance on November 10, 2025, enabling Wall Street-traded crypto products to offer staking rewards to investors, a move expected to accelerate mainstream adoption of proof-of-stake blockchains like Ethereum and Solana Ethereum, Solana ETFs Get Green Light for Staking via US Treasury, IRS Crypto Fund Guidance. The regulatory framework, dubbed a "safe harbor," clarifies that investment trusts can stake digital assets without violating tax or regulatory rules, provided they meet criteria such as holding a single token type and using approved custodians US Treasury and IRS Open Safe Harbor for Crypto Staking in ETFs. Treasury Secretary Scott Bessent hailed the policy as a boost for innovation and a step to maintain U.S. leadership in blockchain technology Ethereum, Solana ETFs Get Green Light for Staking via US Treasury, IRS Crypto Fund Guidance.

The guidance coincides with a surge in demand for Solana-based exchange-traded funds (ETFs).

The Bitwise Solana Staking ETF (BSOL), launched on October 28, attracted $545 million in net inflows within its first month, including $223 million in seed investments, despite a 29% drop in Solana's price over the same period Bitwise Solana ETF Sees Steady Demand as Bitcoin, Ethereum Funds Shed Assets. Meanwhile, the Grayscale Solana Trust ETF (GSOL) added $114 million in inflows. These figures starkly contrast with outflows from Bitcoin and Ethereum funds, which lost $2.1 billion and $579 million, respectively, during the same period Bitwise Solana ETF Sees Steady Demand as Bitcoin, Ethereum Funds Shed Assets. Analysts attribute the shift to Solana's lower fees, high transaction throughput, and institutional confidence in its ecosystem Solana ETF Inflows Surge Past Ethereum Amid Bearish Technical Signals.

Ethereum, while facing a 25% price decline this quarter, has also seen renewed interest through staking-enabled products. Institutional players like SharpLink generated $100 million in annualized yields from Ethereum staking, reinforcing the asset's appeal as a yield-bearing treasury tool Ethereum Price Falls 25% But On-Chain Data and Institutional Staking Signal Q4 Recovery Potential. U.S. spot Ethereum ETFs recorded $12.5 million in inflows on November 6, ending a six-day outflow streak and lifting total assets under management to $21.75 billion Ethereum Price Falls 25% But On-Chain Data and Institutional Staking Signal Q4 Recovery Potential. However, Ethereum's price remains pressured by macroeconomic factors and exchange withdrawals, with on-chain metrics showing a 3% drop in total value locked (TVL) over 24 hours Solana ETF Inflows Surge Past Ethereum Amid Bearish Technical Signals.

Technical indicators suggest a potential rebound for both blockchains. Solana's price near $159 faces bearish signals, with oversold RSI levels and negative Chaikin Money Flow, but experts note that ETF inflows often precede long-term accumulation Solana ETF Inflows Surge Past Ethereum Amid Bearish Technical Signals. For Ethereum, support levels around $3,200–$3,350 and the upcoming Fusaka upgrade on December 3 are seen as catalysts for a Q4 recovery Ethereum Price Falls 25% But On-Chain Data and Institutional Staking Signal Q4 Recovery Potential.

The regulatory clarity and inflows signal a maturing crypto market, where staking yields and ETFs are reshaping institutional strategies. As more capital flows into proof-of-stake ecosystems, the interplay between regulatory frameworks and market dynamics will likely define the next phase of crypto adoption.