How Ethereum treasury companies could spark ‘DeFi Summer 2.0’
The post How Ethereum treasury companies could spark ‘DeFi Summer 2.0’ appeared on BitcoinEthereumNews.com.
Since they emerged from stealth mode two months ago, a dozen Ethereum treasury companies have bought 2 million ETH between them, with Standard Chartered analysts estimating they’ll add another 10 million to that pile over time. There’s growing excitement that billions worth of that ETH could flow into DeFi protocols as firms compete to chase yields greater than the 3%-5% on offer from staking and re-staking. Etherealize’s Vivek Raman tells Magazine “healthy competition” between treasury companies for yield could light a fire under the DeFi sector before the end of the year. “I’m actually pretty excited to see it. This could be the stimulus needed for DeFi Summer 2.0 — but on the institutional scale and bigger and better.” GameSquare Holdings, BTCS, BitDigital, The Ether Machine and ETHZilla have all announced plans to juice ETH yields via DeFi, while Tom Lee’s BitMine Digital and Joe Lubin’s SharpLink Gaming are staking and restaking their ETH for now, while they refine their DeFi plans. John Chard, vice president of operations for SharpLink, tells Magazine that he sees “selective DeFi participation as a natural next step beyond staking, leveraging Ethereum-native infrastructure not only to preserve value but also to grow it.” “We also feel that, as more companies adopt ETH as a balance sheet asset, they will realize, sooner than later, DeFi isn’t just a curiosity — it’s a competitive edge,” he says. This is how they make Ether. (The Ether Machine) GameSquare targets up to 14% return from ETH in DeFi CryptoPunk PFP. (GameSquare) GameSquare Holdings is a successful digital media, entertainment and technology business that’s currently sixth on the ETH treasury leaderboard. It’s partnered with Ryan Zurrer’s Swiss crypto investment firm, Dialetic, to help grow its ETH treasury 5x its current size to $250 million. Rhydon Lee, from GameSquare’s advisory board,…
Filed under: News - @ August 7, 2025 9:26 am