Ethereum Overtakes Bitcoin in Digital Asset Treasuries

Ethereum has officially surpassed Bitcoin in terms of the percentage of total supply held by institutional digital asset treasuries. According to recent data, Ethereum’s share has risen to 4.1%, compared to Bitcoin’s 3.6%. Solana trails in third with 2.7%. This shift marks a pivotal moment in the evolution of institutional crypto strategies, highlighting Ethereum’s growing role as a preferred asset among major players.

GENIUS Act Fuels Ethereum’s Institutional Surge

The recent signing of the GENIUS Act by former President Donald Trump has played a crucial role in this shift. As a landmark stablecoin regulation, the act has provided legal clarity and strengthened the framework for on-chain finance. This move has been warmly welcomed by institutions seeking to operate within a regulated, secure digital asset environment.

Ethereum, which already powers a majority of stablecoin and DeFi infrastructure, stands to benefit the most from such a regulation. Since the act’s introduction, data shows a noticeable spike in ETH acquisitions by institutional treasuries. The combination of regulatory clarity and Ethereum’s existing dominance in decentralized finance has made it the go-to infrastructure asset.

ETH Positioned as the Core of DeFi Infrastructure

As decentralized finance continues to grow, Ethereum is becoming the foundational layer for this digital economy. With protocols, stablecoins, NFTs, and tokenized assets relying on its network, institutions now view Ethereum not just as a currency but as infrastructure.

This trend reflects a broader change in how large entities approach crypto investments. While Bitcoin remains a strong store of value, Ethereum’s utility and relevance in modern finance are driving its adoption. The GENIUS Act seems to have accelerated this momentum, reinforcing ETH’s role in the future of global finance.