A growing wave of corporate and institutional buying is creating what some market observers describe as the tightest Ethereum supply conditions in history.
Kavita Gupta, founder of Delta Blockchain Fund, says roughly $500 million in new digital asset treasuries have entered the market recently, with more than $4 billion poised to purchase ETH.
“For the first time, we’re seeing a significant shortage in available Ethereum for acquisition,” she explained, pointing to an influx of long-term holders reducing liquid supply.
Beyond Ethereum
Gupta noted that companies aren’t limiting their buying to ETH. Solana and other major cryptocurrencies are also finding their way into corporate balance sheets, mirroring MicroStrategy’s high-profile Bitcoin strategy.
While this trend signals strong confidence in digital assets, she cautioned that the same influx of capital could set the stage for a pump-and-dump cycle if market discipline fades.
Stablecoins and IPO Pipeline
Looking ahead, Gupta expects the stablecoin sector to see a wave of new entrants. Alongside Circle, she predicts that tech platforms like Robinhood, Facebook, and Instagram could launch their own stablecoins within the next 18 months.
Banks and fintech companies are also exploring payment and settlement solutions built around stablecoins, with as many as 20 IPOs in this niche potentially on the horizon.
With billions in capital lining up and supply of key assets tightening, the next year could reshape the digital asset market — but not without risks.
The information provided in this article is for informational purposes only and does not constitute financial, investment, or trading advice. Coindoo.com does not endorse or recommend any specific investment strategy or cryptocurrency. Always conduct your own research and consult with a licensed financial advisor before making any investment decisions.
Alex is an experienced financial journalist and cryptocurrency enthusiast. With over 8 years of experience covering the crypto, blockchain, and fintech industries, he is well-versed in the complex and ever-evolving world of digital assets. His insightful and thought-provoking articles provide readers with a clear picture of the latest developments and trends in the market. His approach allows him to break down complex ideas into accessible and in-depth content. Follow his publications to stay up to date with the most important trends and topics.
Source: https://coindoo.com/ethereum-supply-dries-up-as-billions-in-corporate-buying-loom/