Standard Chartered Analyst: Ethereum Treasury Investments Now Outshine U.S. Spot ETFs
Move over, Wall Street—crypto's pulling ahead. According to Standard Chartered, Ethereum treasury strategies have just leapfrogged U.S. spot ETFs in the institutional attractiveness stakes. Here's why smart money's flipping the script.
The ETF Fatigue Factor
Traditional finance's golden child—the spot ETF—is getting shown up by Ethereum's on-chain treasury options. No middlemen, no custody headaches, just programmable yield that cuts out the usual suspects (looking at you, 2-and-20 hedge fund guys).
Yield Hunt Goes On-Chain
While SEC-approved products keep playing regulatory footsie, Ethereum's native staking mechanics deliver real-time returns without the paperwork. Institutions are voting with their wallets—and the network's proof-of-stake upgrade turned it into a yield-generating powerhouse.
The Cynical Kick
Funny how 'innovation' in TradFi means repackaging crypto basics with a 1% management fee. Ethereum's just doing what Satoshi intended—cutting out the rent-seekers.

Kendrick also revealed that since June, ETH treasury firms have acquired 1.6% of the total ETH supply — roughly matching the accumulation pace of U.S. spot ETFs during the same period. Last week, he projected that ETH treasury companies could eventually control up to 10% of all circulating ether, a tenfold increase from current levels.
With U.S. ETFs restricted by regulatory limitations, treasury companies may increasingly become the preferred route for institutional investors seeking full-spectrum Ethereum exposure.