Ethereum Treasury Firms May Ignite 'DeFi Summer 2.0'
Ethereum treasury companies have quietly accumulated 2 million ETH and could acquire 10 million more, sparking hopes of a DeFi revival.
With staking yields at 3–5%, these firms are eyeing higher returns in DeFi. Etherealize’s Vivek Raman believes this “healthy competition” could trigger an institutional-scale DeFi boom.
Companies like GameSquare, BTCS, BitDigital, The Ether Machine, and ETHZilla are planning to tap into DeFi to boost ETH yields. Meanwhile, BitMine Digital and SharpLink Gaming are staking for now, but plan deeper DeFi moves soon.
SharpLink VP John Chard says DeFi offers more than just curiosity — it’s becoming a strategic edge for ETH treasury holders.