Oh, do brace yourselves, dear readers, for the estimable Mr. Matt Hougan, CIO of Bitwise, has declared that Ethereum Treasury Companies are set to waltz into the spotlight with such vigor that even the most jaded investors will be compelled to purchase ether at prices that would make a penguin blush! He posits a 7:1 demand-to-supply ratio, a figure so staggering it could make a stockbroker faint dead away.
The sudden surge in investor interest in ethereum, spurred by America’s latest regulatory diktats, has analysts flapping their calculators like startled chickens, trying to fathom the implications for ETH’s price. Mr. Hougan, with the air of a man who has just discovered a forgotten stash of sherry, believes this institutional frenzy will keep ether’s momentum as buoyant as a dirigible in a thermal.
While bitcoin has been the darling of the corporate set—think Michael Saylor’s ETPs gobbling up 1.5 million BTC since January—ethereum has been the shy wallflower at the ball, overlooked until now. But lo! In May, Ethereum ETPs and the dashing new breed of Ethereum Treasury Companies burst onto the scene, siphoning $5 billion in ETH with the enthusiasm of a stampede of caffeinated elephants.
ETPs and Corporate Treasuries have, with the fervor of a mania-stricken mob, snapped up 2.83 million ETH since May 15—nearly $10 billion at today’s prices! That’s a 32x net new supply, a feat that would make a Wall Street tycoon weep into his monogrammed handkerchief.
Mr. Hougan, ever the optimist, predicts this trend will persist, as investors remain “significantly underweight” in ether compared to bitcoin. And let us not forget the surging tide of tokenization and stablecoins, which could propel this rally with the force of a hurricane in a teacup. “I can imagine ETPs and Treasuries buying $20 billion in ETH next year,” he mused, “or 5.33 million ETH at today’s prices.” Should this come to pass, the “demand shock” might leave the market reeling like a debutante at her first ball who’s just discovered the punch is 90-proof.
The network, poor thing, will only produce 0.8 million ETH in that time, making the demand-to-supply ratio a dizzying 7:1. “Supply and demand,” Mr. Hougan concluded with a twinkle, “are the puppeteers of price. And just now, they’re dancing to a tune where demand is the prima donna and supply is the forgotten understudy.” One can only hope the understudy brings a better scone to the tea party.
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2025-07-25 13:57