There has been a sharp increase in demand for Ethereum in recent months as ten treasury companies have increased their token reserves. These purchases may impact the market and create a scarcity of ETH.
Acceleration of Ethereum Accumulation
According to the latest report, ten treasury companies acquired over 550,000 ETH worth $1.65 billion in just one month. The majority of these purchases were made by SharpLink Gaming, which accumulated over 75,000 ETH valued at $225 million within five days. These companies are ramping up their reserves, moving 0.5% of the total ETH supply into DeFi contracts, actively participating in staking and lending.
Ethereum Outperforms Bitcoin in Q3 2025
Ethereum recorded positive returns in the third quarter of 2025, unlike Bitcoin, which experienced losses. Performance graphs show that ETH continues to outperform BTC during this period, and the increasing accumulation volumes indicate strong demand for the token. Analysts predict further growth for Ethereum, especially as altcoin season approaches.
Supply Shock Conditions for Ethereum
Recent developments indicate that treasury companies may create a supply shock by purchasing ETH out of circulation and not reinvesting it in the market. This strategy, focused on long-term holding, could lead to an artificial scarcity of tokens. Growing demand combined with favorable regulatory changes in the blockchain industry supports the accumulation, increasing the likelihood of significant price growth for Ethereum in the future.
Thus, the ongoing accumulation of Ethereum by treasury companies and recent favorable performance indicators create an optimistic outlook for the long-term growth of the token. Given the increasing demand and limited supply, Ethereum may emerge as a market leader in the coming months.
