Industry experts predict that the Strategic Ethereum Reserve (SER), which tracks entities holding Ethereum (ETH) in the Department of Treasury, could surpass ETH 10 million by May 2026.
This represents an increase of approximately 1,166.3% from its current holdings, reflecting the ongoing trend in accumulation and increased trust in Ethereum as a valuable store.
Strategic Ethereum Reserve is poised to reach 10 million ETH
According to the latest data on the SER website, the reserve currently holds 789,705 ETH, spreading to 23 active participants, including key institutions and the government. This represents the collective efforts of various entities to stock up on ETH over time.
The Ethereum Foundation led with 265,343 ETH, followed by Coinbase with 137,334 ETH. Other notable entities include the Golem Foundation (100,765 ETH), Gnosis DAO (66,587 ETH), and the US Government (59,965 ETH). At current prices, the total holdings are valued at approximately $2.1 billion.
In particular, Anthony Sassano, founder of Daily GWEI, expressed strong confidence in SER’s growth trajectory. In a statement on X, Sassano predicted that the reserve could surpass the 10 million ETH by May 2026.
“Today, it’s under 1 million ETH in the reserve. For years, I’m sure I’ve been firmly above 10 million in the reserve. The ETH gold rush is definitely going to be crazy.”
Similarly, another analyst repeated this sentiment, labeling it “ETH black hole.” He expects protocols, decentralized autonomous organizations (DAOS), the Treasury and Layer 2 solutions to compete more and more, bet, resume and accumulate ETH, and lock over 10 million ETH in the future.
“This is how financial assets slowly become parabolic.
Meanwhile, Ethereum supporter Shingen referenced a recent essay on Ser. He noted that the reserve is still in its early stages where participation is limited, but highlighted the possibility of constructing the essay narrative.
“It’s just the beginning, the quantity is small and it’s just a definition of what was originally an individual movement, but when you read this article it’s written in a very emotional way, and when you think about it, it’s very important in terms of creating a story.
In the essay, the author reflects how the strategic Ethereum Reserve affects the Ethereum ecosystem. The authors emphasized that SER will increase security by increasing muddy ETH, making attacks more expensive, and stabilizing ETH prices.
It also promotes decentralization of staking and reduces reliance on centralized services. Additionally, Ser encourages DAOS to hold ETH for the long term, promoting a more stable financial strategy and a stronger Ethereum ecosystem.
Nevertheless, it also raises concerns about centralization, market instability from large holders, and regulatory challenges for corporate participants. According to the authors, transparency, improved governance and clarity of regulations are needed to ensure long-term success.
As ETH continues its latest price rally, the momentum behind Ethereum Reserve is gaining. On May 13th, Altcoin surged temporarily past the $2,700 mark, hitting its last seen high on February 24th.
ETH price performance. Source: TradingView
Beincrypto data showed that ETH value has been highly valued at 43.1% over the past week. At the time of writing, it is trading at $2,636, representing a daily increase of 7.3%.