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Corporate Treasuries Are Tightening Ethereum (ETH) Supply – But Risks Remain

Ethereum-focused digital asset treasuries are scaling at a fast pace. This corporate adoption is highlighting the altcoin’s “dual role” as a reserve asset and on-chain yield generator. While this trend is expected to improve liquidity and network engagement, CoinMetrics believes that it also introduces risks related to leverage, funding, and prudent capital allocation. Corporate ETH […]

These Factors Have Driven Ethereum’s Underperformance Against Bitcoin Since The Merge

Since Ethereum underwent the Merge two years ago, its performance relative to Bitcoin has declined significantly. From gradually losing its reputation as ultra-sound money, ether (ETH) is currently a few steps away from falling into the undervaluation territory. Blockchain analytics platform CryptoQuant has identified the major drivers of Ethereum’s underperformance since the Merge, including inflationary […]