Ethereum Institutional Demand Surges: Strategic ETH Reserve Nears $10B Milestone
Ethereum’s institutional appeal is surging. The Strategic ETH Reserve (SER) now holds more than 2.32 million ETH, valued at $9.02 billion, marking a major shift in Ethereum’s supply dynamics. This reserve alone controls 1.92% of ETH’s circulating supply and is distributed across 64 high-value participants.
Strategic ETH Reserve Growth Accelerates
Since April 2025, SER has grown from zero to multi-billion-dollar levels. Notably, accumulation spiked in late July, with the pace quickening as ETH’s price surged. Analysts believe this reserve will play a major role in Ethereum’s price stability and institutional credibility heading into Q4 2025.
Alongside SER, ETH ETFs now hold 5.80 million ETH, worth approximately $22.58 billion, or 4.81% of the supply. ETF inflows have sustained a 16-day streak, adding ~122,000 ETH daily—a sign of strong institutional conviction.
SharpLink Gaming: The Institutional Whale
Among institutional players, SharpLink Gaming is leading the charge. The company recently acquired 77,210 ETH (~$295M), pushing their total ETH stash to over 438,000 ETH, worth $1.69 billion. Much of this ETH is staked, reflecting confidence in Ethereum’s long-term value and allowing passive yield generation.
SharpLink is now the largest individual holder within SER, setting a precedent for other corporate treasuries seeking blockchain exposure.
Ethereum Price Targets $4,000 as Bears Face Liquidation Risk
ETH rallied to $3,877 earlier today, inching toward the psychological $4,000 mark. Analysts like Evan Luthra warn that a successful breakout could trigger over $1 billion in short liquidations, putting bearish positions under intense pressure.
Bybit and Binance data confirmed large-scale long liquidations, a common signal during volatile upswings. The dynamic hints at rising momentum among bulls as Ethereum eyes new local highs.
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