最新报道:Standard Chartered's digital assets research head Geoffrey Kendrick states Ethereum treasury companies are now "very investable," offering stronger value than U.S. spot ETH ETFs due to normalized NAV multiples above 1. These firms provide regulatory arbitrage, ETH price exposure, staking rewards, and DeFi access—unlike ETFs, which cannot stake. SharpLink Gaming (SBET), backed by Consensys and Joe Lubin, exemplifies this trend with its NAV multiple stabilizing just above 1. ETH treasury firms have acquired 1.6% of circulating ETH since June, matching ETF inflows. Kendrick predicts they could hold 10% of ETH supply, driven by institutional adoption and yield potential. BitMine (BMNR) leads with plans to accumulate 5% of ETH. ETH trades near $3,650, up 2% in 24 hours.