In a strategic shift, Ethereum surpasses Bitcoin with institutional treasury reserves. ETH holds 4.1% of total supply by companies, edging out BTC at 3.6%, reshaping the institutional asset hierarchy. This transition signifies more than just numerical changes.
Ethereum ‘s overtaking of Bitcoin in institutional treasuries reflects a fundamental shift in how crypto assets are perceived. Companies are no longer merely seeking a deflationary asset to protect their treasury against inflation. They now prioritize blockchains offering concrete utility and potential yields through staking, which currently generates between 3% and 4% annual yield on ETH.
Ethereum’s improved scalability since the Shanghai upgrade and the transition to Proof-of-Stake has significantly reduced friction for institutional users. More predictable gas fees and the ability to process more transactions make ETH more attractive for enterprise applications. Major corporations are actively exploring real asset tokenization, cross-border payments, and supply chain systems on Ethereum, justifying the strategic accumulation of ETH on their balance sheets.
This trend is also evident in spot ETF flows. Despite persistent volatility, regulated Ethereum investment products have recorded sustained inflows for several weeks. CryptoRank notes that BTC and ETH ETF inflows have continued for two consecutive days, demonstrating institutional conviction that transcends short-term corrections. Wealthy investors are accumulating while perpetual funding turns negative, signaling strategic positioning rather than speculation.
With 2.7% of its supply held in institutional treasuries, Solana has already positioned itself in third place in this strategic ranking. This remarkable performance for a blockchain launched in 2020 confirms institutions’ appetite for ecosystems offering execution speed and low transaction costs. However, the gap with the two leaders remains substantial and reflects the premium placed on security and decentralization in long-term capital allocations.
Bitcoin nevertheless maintains its status as an essential asset in institutional portfolios. Its position of 3.6% in treasuries represents a colossal absolute value given its superior market capitalization. Strategies like MicroStrategy’s, which holds more than 200,000 BTC, demonstrate that Bitcoin remains the primary anchor for crypto allocations for many companies. Ethereum’s overtaking in terms of supply percentage by no means signifies BTC’s obsolescence.
The current dynamic suggests a market maturation where different digital assets fulfill complementary functions. Bitcoin remains the ultimate store of value, while Ethereum establishes itself as the infrastructure for programmability and utility. At the time of writing, ETH is trading around $3,900 despite a 2% correction over 24 hours, but shows an increase in volume of over 9%, a sign of sustained interest despite price consolidation.
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