Recent on-chain metrics paint a sobering picture for Ethereum treasury strategies. November saw a mere 370,000 ETH flow into DAO treasury reserves—an eye-watering collapse from August's 1.97 million ETH. That's an 81% nosedive in just three months.
The Treasury accumulation playbook? It's running out of gas fast. What crypto analysts once hyped as the natural evolution beyond traditional altcoin pumps is now facing a serious credibility test. The numbers don't lie: institutional appetite for holding ETH in protocol treasuries has cooled dramatically. Whether this signals a broader shift in DeFi capital allocation strategies or just seasonal fatigue remains the million-dollar question.
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GmGnSleeper
· 19h ago
An 81% crash, that's the reality, man.
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OnlyUpOnly
· 12-03 07:03
81% crash? LOL, this is the so-called "revolutionary" strategy from before.
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ReverseTrendSister
· 12-03 07:03
81% crash? Lol, it's just another story of the so-called geniuses overhyping things again.
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JustHereForMemes
· 12-03 07:03
An 81% crash... it's only been a few months, the institutions have really pulled out.
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BlockBargainHunter
· 12-03 07:02
An 81% drop... so this is the treasury strategy you all were hyping? What a joke.
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LowCapGemHunter
· 12-03 06:57
An 81% drop in just three months—this is what they call the treasury narrative.
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Institutions are no longer expected to buy the dip, and the enthusiasm for ETH entry has really faded.
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Yet another hyped-up story that's fallen apart. Time to wake up.
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A vault strategy crashing in real time—anyone still thinking about buying the dip should be cautious.
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From 1.97 million to 370,000—what can these numbers even say?
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Are institutions really turning cold, or is it just cyclical fatigue? Honestly, it's hard to tell.
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It's always like this: a new narrative gets hyped to the moon and then suddenly crashes. That's just how it goes.
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How did this whole treasury accumulation thing lose its momentum so quickly?
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An 81% plunge—I can't tell if this is a mechanism innovation or collective delusion.
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Is it just seasonal fatigue or is it really over? Either way, there's no sign of a turnaround in the short term.
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SchroedingerMiner
· 12-03 06:55
81% plunge? This time the DAO treasury has indeed gone bust in a grand fashion
Recent on-chain metrics paint a sobering picture for Ethereum treasury strategies. November saw a mere 370,000 ETH flow into DAO treasury reserves—an eye-watering collapse from August's 1.97 million ETH. That's an 81% nosedive in just three months.
The Treasury accumulation playbook? It's running out of gas fast. What crypto analysts once hyped as the natural evolution beyond traditional altcoin pumps is now facing a serious credibility test. The numbers don't lie: institutional appetite for holding ETH in protocol treasuries has cooled dramatically. Whether this signals a broader shift in DeFi capital allocation strategies or just seasonal fatigue remains the million-dollar question.