By Marco Piccolo Key highlights: Ethereum daily transactions hit a new all-time high of 1.87 million, nearing the historic peak of 1.96 million. Surge driven by rising DeFi activity, stablecoin transactions, and expanding user base with over 332 million unique addresses. Ethereum treasury firms emerge as strong investment alternatives to spot ETH ETFs, holding 1.6% […]
Tag: NAV
By Emir Abyazov Key highlights: Public companies hold over $100B in digital assets, with Strategy (MSTR) leading at $71.8B and $28B in gains. Shares often trade at high NAV premiums; Metaplanet at 179%, Strategy at 58%, reflecting investor demand. The model depends on NAV premiums and liquidity; losing these could cause buybacks and market stress. […]
By Marco Piccolo Key highlights: Ethereum treasury companies have acquired 1% of ETH supply in just two months, nearing $9 billion in holdings. Standard Chartered projects these corporate holdings could rise to 10% of ETH’s total supply over time. Regulatory arbitrage, staking yields, and DeFi access are driving institutional interest in Ethereum over Bitcoin. Ethereum’s […]