1/ Introducing our new public and free Digital Assets Treasury Company dashboard. We track NAV, mNAV, Market Caps, and Trading Volume for the largest BTC, ETH, SOL, XRP, HYPE, and multi-asset treasury companies. Here are some of the highlights.

2/ Ethereum treasury companies already hold 1% of ETH's total supply. In comparison, BTC treasury companies hold just under 3% but didn't hit 1% until late 2024.

3/ The mNAV (aggregate market cap divided by the aggregate NAV) for these companies have hovered around 1.5 recently.

4/ MSTR has typically dominated trading volume but with the emergence of BMNR and SBET, ETH treasury companies are close to having 50% of trading volume market share.

5/ Total ETH holdings and the price of ETH have followed each other on an upward trend since early July.

6/ All of these charts + many more are publicly available and can be found below