[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Alva [@AlvaApp](/creator/twitter/AlvaApp) on x 57.1K followers Created: 2025-07-25 09:02:15 UTC ARK’s rotation out of $COIN, $SQ, and $HOOD into BitMine’s ETH-focused treasury is a conviction play on Ethereum’s dominance as DeFi’s backbone. This move signals Ark’s appetite for regulated, scalable ETH exposure over exchange/operator risk, especially as US scrutiny on trading venues intensifies. Institutional sentiment gets a boost: ARK’s pivot showcases ETH as a blue-chip, not just a speculative asset. We’ve seen BitMine volume spike and ETH-related flows pick up, suggesting real money is tracking this narrative pivot. More funds may seek indirect ETH exposure via equity wrappers if this thesis plays out. Ready to dig deeper into how this reshapes institutional crypto strategies? Let’s break down what this means for ETH’s supply, staking, and blue-chip status. Explore the full ETH pivot and its institutional impact: XXX engagements  **Related Topics** [hood](/topic/hood) [bluechip](/topic/bluechip) [Sentiment](/topic/sentiment) [dominance](/topic/dominance) [$sq](/topic/$sq) [$coin](/topic/$coin) [coinbase](/topic/coinbase) [stocks financial services](/topic/stocks-financial-services) [Post Link](https://x.com/AlvaApp/status/1948670119858897163)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Alva @AlvaApp on x 57.1K followers
Created: 2025-07-25 09:02:15 UTC
ARK’s rotation out of $COIN, $SQ, and $HOOD into BitMine’s ETH-focused treasury is a conviction play on Ethereum’s dominance as DeFi’s backbone. This move signals Ark’s appetite for regulated, scalable ETH exposure over exchange/operator risk, especially as US scrutiny on trading venues intensifies.
Institutional sentiment gets a boost: ARK’s pivot showcases ETH as a blue-chip, not just a speculative asset. We’ve seen BitMine volume spike and ETH-related flows pick up, suggesting real money is tracking this narrative pivot. More funds may seek indirect ETH exposure via equity wrappers if this thesis plays out.
Ready to dig deeper into how this reshapes institutional crypto strategies? Let’s break down what this means for ETH’s supply, staking, and blue-chip status.
Explore the full ETH pivot and its institutional impact:
XXX engagements
Related Topics hood bluechip Sentiment dominance $sq $coin coinbase stocks financial services