According to @MilkRoadDaily on X on Sep 9, 2025, the market is being framed as a golden bull driven by institutional participation and growing ETH treasuries, signaling bullish sentiment for ETH and broader crypto (source: @MilkRoadDaily). According to @MilkRoadDaily on X on Sep 9, 2025, the post contrasts this with past crashes like Luna and FTX, highlighting that volatility risk remains a key consideration for traders despite the bullish narrative (source: @MilkRoadDaily). According to @MilkRoadDaily on X on Sep 9, 2025, ETH-specific treasury accumulation places ETH at the center of the current narrative, which traders can treat as a sentiment indicator for momentum-oriented strategies (source: @MilkRoadDaily).

According to @MilkRoadDaily, since July, ETH treasury companies have accumulated more ETH than BTC treasuries have purchased BTC, with ETH outpacing BTC flows every week except one. @MilkRoadDaily reports that this persistent lead in DATs indicates the balance of power in corporate treasury demand is shifting toward ETH.

According to @MilkRoadDaily, Solana (SOL) is now introducing its own treasury management solutions, similar to existing ETH treasuries but with an added decentralized finance (DeFi) component. This development is expected to expand DeFi use cases on the Solana blockchain, potentially increasing demand for SOL and driving new trading opportunities. Active traders should monitor the growth of SOL-based treasury products as they could impact Solana's liquidity, on-chain volume, and overall price action in 2025 (Source: @MilkRoadDaily).

According to Milk Road, ETH treasuries are now able to earn staking yields, introducing a new potential flywheel effect for institutional and DAO treasury management (source: Milk Road, May 27, 2025). This development enables organizations holding large ETH balances to generate passive income through staking, which could increase on-chain ETH demand and reduce circulating supply. As a result, traders should monitor changes in staking participation rates and treasury management strategies, as these factors may lead to greater ETH price stability and upward momentum, influencing short- and long-term trading opportunities.