#ETHCorporateReserves

Analysts note that corporate interest in Ethereum largely mirrors the strategy seen in corporate Bitcoin reserves, but with a crucial difference — the ability to earn operational yield through staking. With the current annual staking rate around 3%, holders can generate quasi-passive income, which is not possible for BTC holders.

Among the leading corporate Ethereum investors are SharpLink Gaming, BitMine Immersion, Bit Digital, and BTCS. Funding was raised both from public markets and private investors. Standard Chartered analysts predict that ETH holdings on corporate balance sheets could grow to 10% of total supply as institutional adoption continues.

However, Bernstein emphasizes that Ethereum treasury models carry new risks. Unlike Bitcoin reserves, where assets remain fully liquid, staking participation restricts fund withdrawals due to exit queues and risks related to potential smart contract vulnerabilities. Liquidity remains high but aggressive strategies, such as restaking via EigenLayer or similar protocols, substantially increase risk.