Corporate Ethereum Acquisitions Surge: Is a Supercycle Approaching?
Recent data reveals that corporate purchases have led to a significant increase in Ether ownership. Analysts predict a potential price surge based on these acquisitions.
Crypto executives are forecasting a remarkable rise in the price of Ether, possibly reaching 200% by year’s end, driven by significant corporate acquisitions of Ether, ongoing ETF pursuits, and increased staking participation.
Recent insights indicate that a staggering 95% of all ETH owned by publicly traded companies was acquired in just the last quarter, totaling $19.13 billion, which amounts to about 4% of the total ETH supply.
Ether public treasuries added over 4 million ETH tokens in Q3 alone. Source: Bitwise
As of September 30, public balance sheets held approximately 4.63 million ETH, with roughly 4 million added during Q3.
Will Q4 Deliver Gains for Ether?
The significant concentration of ETH acquisitions in Q3 raises questions about Ether’s performance in the upcoming fourth quarter of 2025, usually a challenging period. Prior to a substantial market sell-off, Ether was trading above $4,300 but has since dipped below $4,000.
Ether is down 11.65% over the past 30 days. Source: CoinMarketCap
Despite this, the rise of institutional treasury holdings is fueling optimism for a robust finish to the year.
As reported, BitMine Immersion Technologies claims the largest ETH share at around 3.03 million tokens, with Sharplink Gaming and The Ether Machine following suit with 840,120 and 496,710 ETH respectively.
Chalom believes that Ethereum represents the best institutional choice due to its secure and decentralized nature, aiming to accumulate more ETH moving forward.
Note: 40% OF THE ENTIRE SUPPLY IS GONE FROM CIRCULATION. THIS IS THE SETUP FOR AN ETHEREUM SUPERCYCLE, said Merlijn The Trader.
According to Michaël van de Poppe, the impact of Ether compared to Bitcoin has just begun, hinting at substantial future gains.
