According to Mike Silagadze, the ETH treasury company that most effectively integrates with DeFi will drive the fastest increase in ETH per share. He notes that ETH capital is expected to move out of passive ETFs and underperforming digital asset trusts into vehicles consistently yielding over 10 percent, highlighting a shift toward high-yield DeFi products. This trend may impact ETH price dynamics and trading volumes as investor funds flow toward more active, yield-generating strategies (source: Mike Silagadze).

According to @KookCapitalLLC, the concept of an 'ETH treasury company' is gaining attention as organizations increasingly hold Ethereum (ETH) on their balance sheets to manage digital assets and hedge against fiat volatility. This trend, highlighted in the shared tweet, signals growing institutional adoption of ETH, which could impact liquidity and price stability in the Ethereum market. Traders should monitor ETH treasury strategies as they may influence on-chain activity, supply dynamics, and long-term price trends (source: @KookCapitalLLC, June 12, 2025).