Ethereum treasuries are in focus after Standard Chartered raised its 2025 Ether target to $7,500. The bank argues they could outperform rivals during a looming “DAT shakeout.” It cites ETFs, institutional adoption, and scaling upgrades as key drivers for the structural case behind Ethereum treasuries.
Bank boosts ETH price path
Standard Chartered increased its year-end 2025 Ether forecast to $7,500 from $4,000. It also outlines a long-term scenario where ETH reaches $25,000 by 2028. According to the bank, ETF flows and institutional demand may reinforce the thesis around Ethereum treasuries, while network scaling supports fundamentals.
Accumulation has also accelerated. Since early June, Ethereum treasury companies and ETFs have amassed 3.8% of all ETH in circulation. Their pace is reportedly double the fastest rate of Bitcoin accumulation by similar entities during the 2024 U.S. election cycle.
Why treasuries may gain edge
In the anticipated “DAT shakeout,” Standard Chartered highlights a structural advantage for Ethereum treasuries over Bitcoin and Solana. Because ETH can be staked, treasuries can earn yields that bolster cash flows and support higher, more sustainable market-to-net asset values (mNAVs).
The bank adds that this yield component could help treasury firms weather volatility better than peers focused on non-yielding assets. As a result, staking returns may become a key differentiator if market conditions tighten and capital grows more selective.
Key factors the bank cites include:
• ETF-driven demand supporting liquidity and access.
• Institutional adoption strengthening market depth.
• Scaling upgrades improving network efficiency.
For context on staking dynamics, see Binance Academy’s overview of staking. Additionally, readers exploring stable-value mechanics can review our guide on how stablecoins work to compare yield and risk frameworks across crypto instruments.
While projections remain uncertain, Standard Chartered’s view underscores how Ethereum treasuries may leverage staking yields, ETF flows, and institutional interest. If the DAT shakeout materializes, those factors could shape competitive outcomes across crypto treasury strategies.
