Key Points Lower interest rates will make Ether more appealing. Its next network upgrades will attract more developers. New staking ETFs could draw in more retail and institutional investors. 10 stocks we like better than Ethereum › Ether (CRYPTO: ETH), the native token of the Ethereum blockchain, generated massive gains for its earliest investors. If you had invested just $100 at its earliest trading price of $0.75 10 years ago, your investment would be worth more than $500,000 today. With a mar ...

Core Insights - Grayscale has partnered with Figment for institutional staking as the SEC approaches deadlines for altcoin ETFs [1][2] - The partnership aims to integrate Proof-of-Stake rewards into Grayscale's ETPs, allowing passive income generation for investors [3] - Solana's treasury holdings have increased significantly, reaching $2.9 billion, indicating strong corporate demand ahead of SEC ETF decisions [4] Group 1: Grayscale and Figment Partnership - Grayscale selected Figment as its institutional staking partner to enhance staking operations for its US Ethereum ETPs and Solana Trust [1] - Figment's infrastructure will enable Grayscale to offer staking rewards directly within its ETPs, facilitating passive income for investors [3] - Figment manages $6.19 billion in total staked assets, with 39.1% allocated to Solana as of October 9, 2025 [3] Group 2: Solana's Market Position - Solana's treasury holdings rose by 22.7% to $2.9 billion, reflecting ongoing corporate interest despite market fluctuations [4] - New projects like America.Fun are launching on Solana to promote the USD1 stablecoin, enhancing its utility and liquidity [5] - DevvStream in Canada reported a $2.7 million investment in SOL, surpassing its Bitcoin holdings, indicating a shift in asset preference [7]

Core Insights - U.S. investors can now receive staking rewards through Grayscale's Ethereum Trust ETF and Ethereum Mini Trust ETF, marking a significant development in the market [1][2] - Grayscale's Ethereum ETFs have been pivotal in the traditional financial market since their inception, with the firm converting its products into spot Ethereum ETFs after SEC approval [4][6] - The introduction of staking rewards is expected to enhance the attractiveness of Ethereum ETFs, which have lagged behind Bitcoin ETFs in terms of net assets [5][6] Group 1: Staking and ETF Developments - Grayscale has activated staking for its Ethereum Trust ETF (ETHE) and Ethereum Mini Trust ETF (ETH), allowing investors to earn rewards for the first time [1] - Staking has also been initiated in the Grayscale Solana Trust, which is pending regulatory approval for ETF conversion [2] - The absence of staking rewards has previously hindered the adoption of Ethereum funds since their launch in summer 2024 [4] Group 2: Market Performance and Growth - Ethereum's price has surged by 156% over the past six months, significantly outperforming Bitcoin's 50% gain, reaching an all-time high near $5,000 in September [6] - The total net assets in Bitcoin ETFs stand at $164.5 billion, while Ethereum ETFs have net assets of $30.5 billion, indicating a growing demand for Ethereum products [5] - Grayscale's CEO emphasized that staking represents a first-mover innovation that the company aims to leverage for investor value [6][7] Group 3: Competitive Landscape - Grayscale is the leading digital asset-focused ETF issuer by assets under management (AUM) and plans to expand staking to more products as the digital asset ecosystem evolves [7] - The introduction of staking rewards could help Grayscale compete more effectively with BlackRock, which currently dominates the Bitcoin and Ethereum ETF market [7]

Market Overview - Ethereum's trading volume is experiencing significant growth, reaching a few hundred billion in daily trading volume, with $36 billion recorded in mid-July [1] - The current market cap of Ethereum stands at approximately $534 billion, with ETH recently hitting a new all-time high of $4,965 in August [3] - Institutional inflows from spot Ethereum ETFs and a resurgence in DeFi have revitalized the market, particularly after a slump to $1,796 in April [4][3] Institutional Involvement - Ethereum adoption is surging, driven by massive inflows from institutions, ETF products, and Web3-native companies [8] - Publicly traded companies now hold over 2.4 million ETH, valued at over $10 billion, with significant recent increases in holdings [32] - The top 10 Ethereum holders control around 83.9 million ETH, accounting for roughly 70% of the circulating supply, valued at over $300 billion [9][7] Major Holders and Their Roles - The Ethereum Beacon Deposit Contract holds approximately 68.2 million ETH, representing 56% of the total supply, actively staked to secure the network [12] - Coinbase holds around 6.9 million ETH, valued at $23.5 billion, serving as a gateway for mainstream finance [14] - Binance holds between 4.2 to 7.2 million ETH, contributing significantly to Ethereum's liquidity and infrastructure [16] ETF Landscape - Over 1.2 million ETH, roughly $4.1 billion, have flowed into spot ETH ETFs recently, surpassing Bitcoin inflows on multiple occasions [37] - BlackRock's iShares Ethereum Trust has become the dominant player among Ethereum ETFs, with $15.9 billion in net assets [39] - Grayscale's Ethereum Trust remains a major holder with $4.42 billion in net assets, despite experiencing outflows [40] Notable Individuals - Vitalik Buterin, co-founder of Ethereum, holds approximately 244,000 ETH, with total holdings estimated at around 280,908 ETH, valued at nearly $960 million [25] - Rain Lohmus, an early investor, has around 250,000 ETH locked in a wallet, currently worth about $850 million [27] - The Winklevoss twins are estimated to control between 150,000 and 200,000 ETH, valued at $510–$680 million [28]

Group 1: Ethereum Validator Exit Queue - Ethereum's proof-of-stake system is experiencing a significant bottleneck, with approximately 2.5 million ETH (valued at around $11.25 billion) waiting to exit the validator set as of mid-September [1] - The exit wait times have reached over 46 days, the longest in Ethereum's staking history, with a previous peak of 18 days in August [1] - The backlog was primarily triggered by Kiln, a large infrastructure provider, exiting all its validators due to security concerns, which added around 1.6 million ETH to the queue [1] - The current situation is compounded by a rise in stakers taking profits after ETH's price increased by over 160% since April, alongside institutional players adjusting their portfolio exposure [1] - Ethereum's churn limit, which restricts the number of validators that can enter or exit the network, is currently set at 256 ETH per epoch (approximately 6.4 minutes), affecting the speed of validator transitions [1] Group 2: Ethereum's DeFi Landscape - Despite Ethereum's ether reaching record highs in late August, DeFi activity on Ethereum's layer-1 (L1) has seen a decline, with fees collected in August dropping to $44 million, a 44% decrease from the previous month [2] - Layer-2 (L2) networks like Arbitrum and Base are experiencing significant growth, with total value locked (TVL) at $20 billion and $15 billion respectively, raising questions about the impact on Ethereum's L1 DeFi activity [2] - AJ Warner from Offchain Labs suggests that Ethereum is evolving into a multi-layered financial architecture, where L1 serves as a global settlement layer for high-value issuance and institutional activities [2] - The shift towards L2s is driven by their ability to handle transactions faster and at lower costs, making DeFi more practical for everyday users [2]

Ethereum Network Update - Ethereum transitioned to a proof-of-stake (PoS) consensus mechanism three years ago [1] - The Ethereum Foundation announced a new privacy roadmap [1] Privacy Features - The roadmap aims to bring end-to-end privacy features to the Ethereum network [1] - Updates will make private transactions as seamless and cost-effective as public ones [1] - The roadmap includes Private Writes, Private Reads, and Private Proving [1]

Three years ago today, The Ethereum Merge transitioned Ethereum from Proof-of-Work to Proof-of-Stake.This upgrade cut energy use by ~99.99% and laid the foundation for future scalability.Learn more. https://t.co/2idBFB7xOi ...

Core Insights - Forward Industries Inc has acquired 6.8 million Solana tokens for approximately $1.58 billion, marking the initial deployment of its $1.65 billion fundraising round [1][2] - The acquisition positions Forward Industries as a leading Solana treasury company, differentiating its strategy from Bitcoin-focused firms [5] Acquisition Details - The tokens were acquired through traditional open market purchases and on-chain transactions, including a $1 million trade via DFlow, a decentralized exchange aggregator [2] - The purchase represents the first major execution of Forward Industries' Solana-focused treasury strategy, funded by a private investment round led by Galaxy Digital, Jump Crypto, and Multicoin Capital [1][2] Treasury Strategy - Forward Industries' strategy focuses on Solana's proof-of-stake mechanism, with all acquired SOL tokens staked to generate additional yield [5] - The company aims to increase SOL per share at a faster rate than passive holding, marking a significant milestone in executing its treasury strategy [5]

Market Analysis - Wall Street 从 2019 年到 2024 年都在研究比特币，现在正在研究以太坊 [1] - 这不是以太坊的 Microstrategy 时刻 [1] Ethereum Key Features - 以太坊拥有 5000 亿美元的抵押品 [2] - 以太坊采用权益证明 (Proof-of-Stake) 机制 [2] - 以太坊是稳定币和 DeFi 的中心 [2] Asset Categorization - 以太坊是一种全新的资产类别 [2]

Ethereum staking has long been the ultimate “set and forget” crypto trade. Simply stake ETH, secure the network, and collect passive rewards!But amid the run-up for ETH prices, Crypto Twitter's attention has recently centered on the record two-plus-week wait times for staking withdrawals.But what is the withdrawal queue, how does it work, and why is everyone suddenly obsessed with this obscure aspect of Ethereum’s architecture?Let's dig in👇~~ Analysis by @JackInabinet ~~📤 What is the Withdrawal Queue?The su ...