🧐 Analysts at Bernstein warn of risks for companies with ETH reserves
More companies are starting to use ETH not just as a balance sheet asset but as a source of income through staking.
However, with higher yields come greater risks:
- Ethereum is less liquid than BTC—unstaking can take several days.
- The use of restaking and DeFi solutions increases the risk of hacks and technical failures.
- These strategies require active management, not just passive holding.
What this means for the crypto market:
If corporate players make mistakes in managing ETH, it could trigger a wave of sell-offs, increase volatility, and undermine trust in staking and DeFi as a whole.
👉 Minor impact: ETH staking risks are company-specific, not systemic; watch SEC's spot-SOL ETF decision by July 31 for institutional adoption signals.
