Bernstein analysts warn of growing risks for companies holding $ETH ETH reserves — especially those using staking for yield generation rather than passive storage.
Key concerns:
🟠Ethereum is less liquid than Bitcoin — unstaking can take several days.
🟠Restaking and DeFi strategies increase the risk of exploits and technical failures.
🟠These approaches require active management, not just balance sheet holding.
What this means for the crypto market:
If corporate players mismanage ETH exposure, it could trigger forced sell-offs, increase market volatility, and damage confidence in staking and DeFi as a whole.