A new report from Standard Chartered identifies listed Ethereum (ETH) Treasury companies as a separate and rapidly evolving activa class, apart from exchange-related funds (ETFs) and traditional crypto investment vehicles.
According to the report, these companies do not hold ETH for speculative purposes. Instead, they position their balance about setting up yields, Defi integrations and stock market conditions that enable them to act in relation to their ETH companies.
This gives investors regulated exposure to Ethereum, together with yield and lever strategies that are not available to recognize ETFs.
Standard Chartered emphasized that these companies benefit from a structural lead compared to ETFs regulated by the US, which are forbidden to turn off.
Many of the treasury companies have set out most of their ETH, put forward capital through private placements or convertible debts and assets deployed in on-chain protocols to generate extra returns.
According to the report, these companies use legal inefficiencies and retail restrictions. As a result, they often act above the net asset value and serve as de facto ETFS with built -in yield, operational flexibility and balance leverage.
Bitmine Immersion Technologies leads the cohort, with around 0.5% of the circulating range of Ethereum and focuses on an increase of 10 times in the future.
Other companies, including Sharplink-Gaming, have collected hundreds of millions in ETH-oriented financing rounds and launched stab-driven treasury strategies. The ETH Holdings of the gaming-oriented company recently made up the Ethereum Foundation.
Standard Chartered documented a broad industrial shift, with companies in biotechnology, energy and semiconductors who re -use operations to adopt ETH Treasury strategies. Moss Genomics, Centaurus Energy and Intchains Group were cited as examples of this trend in the sector.
The report expected that if the current trends last, Treasury companies could ultimately control up to 10% of the ETH delivery. This would be an increase of 10 times compared to the current level and solidify the role of Ethereum in strategies for assigning capital capital.
Standard Chartered Framed Ethereum Treasuries as an emerging counterpart of ETFs, but with various structural benefits: income, composability and strategic stock optionality in public markets.
The report emphasized that this is not only a repetition of the Bitcoin (BTC) Corporate Treasury model, but rather a new class of digital asset strategy powered by the programmability of Ethereum and yield mechanics.
If the institutional question continues in addition to favorable regulatory conditions, ETH Treasury companies can become a long-term education in the crypto-financial ecosystem.
