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Bernstein: Optimistic about ETH, but Ethereum Treasury Strategy Companies Need to Properly Handle Liquidity and Risk
2025-07-28 14:10

Odaily Planet Daily News: Wall Street brokerage firm Bernstein released a report stating that it is still optimistic about ETH. Unlike the Bitcoin treasury strategy, companies that adopt the Ethereum treasury strategy can earn operating income by staking ETH, including BitMine Immersion Technologies (BMNR) and SharpLink Gaming (SBET). However, unlike Strategy's highly liquid Bitcoin reserves, ETH staking introduces liquidity restrictions, because unstaking may take several days, which may cause mismatches during market fluctuations. Analysts remind that liquidity and risks need to be properly handled. (CoinDesk)