XT 博客

Crypto Treasury Stocks Fuel ETH Unstaking Surge, Says Cathie Wood

Crypto Treasury Stocks Fuel ETH Unstaking Surge, Says Cathie Wood

2025-07-27

crypto

  • Cathie Wood says Robinhood’s 2% crypto transfer reward is attracting digital asset holders.
  • VCs move staked ETH holdings to Digital Asset Treasury firms for structured crypto returns.
  • Treasury stocks like MicroStrategy and Bitmine Immersion offer indirect Bitcoin exposure.

Ark Invest CEO Cathie Wood has revealed that Robinhood is offering a 2% customer reward on cryptocurrency transfers on its platform. In a recent post on X (previously Twitter), Cathie Wood pointed to this incentive as a key strategic move. She pointed out that Robinhood’s proposal closely coincides with the larger market trends, especially moves related to Ethereum (ETH) staking unlocks.

The crypto market is evolving as the staking lockups in Ethereum expire, which impacts investment patterns. Robinhood’s decision to reward digital asset transfers indicates the platform’s strategic approach. It also targets digital asset owners who seek more yield opportunities amid increased market activity related to Ethereum unstaking.

Investors Shifting ETH to Digital Asset Treasuries

Cathie Wood highlighted that venture capitalists (VCs) and institutional investors are currently actively moving staked ETH holdings into Digital Asset Treasury (DAT) firms. These DAT firms are often comparable to conventional treasury companies, except that they specialize in digital assets.

Moreover, when the ETH staking lockups expire, investors embrace such firms as a structured means of potentially doubling returns on their investments.

The recent transfer of ETH to treasury firms indicates increased adoption of crypto investment approaches. Investors are increasingly seeking stable, professionally managed platforms that offer steady returns. DAT companies provide these structured solutions, moving beyond traditional staking rewards and introducing layered asset management methods.

Additionally, investors view Digital Asset Treasury (DAT) companies as less risky because of their structured approach. Notably, these companies establish a bridge between direct digital asset ownership and traditional financial practices, which attracts investors who prefer regulated investment markets.

Also Read | Ethereum Surges on Staking ETF Buzz, Eyes $3,800 Breakout

Treasury Stocks Offer Indirect Crypto Access

In addition to the shift towards DAT companies, Cathie Wood highlighted the increased popularity of treasury stocks linked to cryptocurrencies. She noted that Stocks like MicroStrategy (MSTR) and Bitmine (BMNR) have become popular investment vehicles.

These equities offer indirect exposure to digital assets such as Bitcoin (BTC) and Ethereum, which increases the appeal to investors who are cautious of direct digital asset holdings.

According to Cathie Wood, wirehouse advisors recommend treasury stocks to clients who seek to participate in the crypto market with simplified tax and regulation compliance. These investments simplify the complexities linked to direct ownership of digital assets, exposing investors to the fluctuations of the crypto markets through familiar stock investments.

Furthermore, Ark Invest has adopted this approach. According to recent disclosures, Ark bought about 4.4 million shares of Bitmine Immersion Technologies (BMNR), a stake worth approximately $175 million.

In contrast, Ark Invest has decreased its holdings in traditional crypto platforms like Coinbase and Robinhood. This move reflects the company’s strategic shift toward crypto exposure via treasury stocks.

Also Read | Bitcoin Hits Peak as ARK Invest Cashes Out $8.7 Million ETF Shares

分享帖子
🔍
guide
免费注册,开启你的加密交易之旅