4E: Institutional treasury continues to increase ETH and SOL, stablecoins and macro policies become the market focus

ChainCatcher news, according to 4E observations, Strategic SOL Reserve data shows that currently 13 companies or institutions have disclosed a total holding of 8.277 million SOL, valued at approximately $1.69 billion, accounting for 1.44% of the total supply, of which about 585,000 SOL have entered staking.
On the Ethereum side, the holdings of treasury companies and institutions continue to expand. Bitmine Immersion ranks first with 1.7 million ETH, SharpLink Gaming ranks second with 797,700 ETH, and The Ether Machine holds 345,400 ETH in third place. Recent on-chain monitoring shows that wallets suspected to be related to Bitmine have withdrawn over $120 million in ETH from FalconX, with a current total holding exceeding $260 million.
On the macro regulatory front, the U.S. SEC will hold a roundtable on trading penetration bans in Washington on September 18, discussing the market significance and future path of this system with institutions such as Goldman Sachs, JPMorgan, and Nasdaq. Meanwhile, U.S. Treasury Secretary Yellen emphasized that the implementation of the "GENIUS Act" will expand the global use of the dollar and demand for U.S. Treasury bonds.
Market research in the UK also shows that 27% of British adults are willing to include cryptocurrencies in their retirement plans, and 23% are considering using pension funds for investment, indicating potential inflow space.
From a market analysis perspective, ETH momentum has slowed down, and it is expected to fluctuate in the range of $4,355 to $4,958 in the short term. At the same time, Willy Woo stated that funds are shifting from BTC to ETH, with the current inflow scale approaching that of Bitcoin.
4E reminds investors: Institutional treasury accumulation and macro policy support bring medium to long-term benefits to the market, but short-term volatility remains significant. It is recommended to pay attention to ETH technical range performance and policy trends, and to reasonably allocate positions.