Standard Chartered Bank: Corporations can hold 10% of the Ether supply, ETH Financial Company launches a new round of purchasing plan.

A new report from Standard Chartered Bank points out that publicly listed companies holding Ether (ETH) in their corporate treasury represent a unique and rapidly growing asset class, distinct from ETFs or other traditional investment vehicles in the cryptocurrency market. The report states that these companies are not holding ETH for speculative purposes. Instead, they are adjusting their balance sheets around staking yields, DeFi integration, and stock market conditions, thereby pushing their stock valuations above the value of the ETH they hold. This offers investors a regulated form of Ethereum investment while also allowing for leverage and profit strategies that Ethereum ETFs currently cannot provide.

Unique Advantages of Ethereum Vault: Staking Yields and Leveraged Profits

Standard Chartered Bank emphasizes that these companies have significant advantages over US ETFs—under current regulations, ETFs are prohibited from participating in staking. Most Ethereum asset management companies have staked a large amount of their held ETH, successfully raising funds through private placements or convertible bonds, and deploying assets into on-chain protocols to optimize returns.

The report indicates that these companies effectively exploited the loopholes in the regulatory framework and the restricted access for retail investors, resulting in their stock trading prices often being higher than their net asset value (NAV). They essentially operate in the form of shadow Ethereum ETFs, but with built-in staking yields, high operational flexibility, and the ability to leverage their balance sheets.

Leading Ethereum Vault Companies and Industry Transformation

BitMine Immersion Technologies is currently a leader in the field, holding approximately 0.5% of the total circulating supply of Ethereum, and plans to increase its holdings tenfold in the future. Additionally, several other companies, such as SharpLink Gaming, have also announced raising up to $6 billion in funding to implement stake-based fund management strategies. Notably, the amount of ETH held by SharpLink has now surpassed that of the Ethereum Foundation.

Standard Chartered Bank's report also pointed out a broader transformation: companies in the biotechnology, energy, and semiconductor industries are also changing their operating models to implement Ethereum financial strategies. Some well-known companies mentioned in the report include Moss Genomics, Centaurus Energy, and IntChains Group.

BTCS Inc. is also an Ethereum-first operator, strategically leveraging capital market access, staking, and block building operations to accumulate ETH and generate returns, known as the "DeFi/TradFi value-added flywheel" strategy. According to documents submitted on Tuesday, BTCS Inc. stated that it plans to sell up to $2 billion in stock to fund future cryptocurrency acquisitions. The company announced on Monday that it has recently purchased 14,240 ETH, bringing its total holdings to 70,028 ETH (approximately $265.3 million).

Standard Chartered Forecast: Companies Can Hold 10% of Ethereum Supply

If the current trend continues, Standard Chartered Bank estimates that financial companies could control up to 10% of the total supply of ETH, which is 10 times the current holdings, solidifying Ethereum's position as an asset in corporate capital allocation strategies.

The conclusion of the bank is that the Ethereum financial company is not simply replicating the MicroStrategy model of Bitcoin, but is utilizing a brand new digital asset strategy that leverages Ethereum's unique programmability and yield generation mechanisms. Geoffrey Kendrick, Standard Chartered Bank's Global Head of Digital Asset Research, previously pointed out that due to the staking rewards and DeFi leverage of Ethereum bonds, their upward potential is greater than that of Bitcoin bonds.

Conclusion:

Standard Chartered Bank's report outlines a grand blueprint for the Ethereum treasury strategy. Through staking yields and flexible balance sheet management, Ethereum Treasury not only provides investors with new investment vehicles but also lays the foundation for Ethereum's position in enterprise-level applications. If institutional demand continues to grow and the regulatory framework becomes increasingly favorable, Ethereum Finance may become a sustainable component of the global crypto financial ecosystem.