Ethereum (ETH) Surge Driven by DAT Companies’ Accumulation as Funds Rotate from Bitcoin, Presto Analyst Says

COINOTAG News, Sept. 4 — Citing The Block, Presto research analyst Min Jung said market buying pressure is being sustained by continued accumulation from Digital Asset Treasury (DAT) entities, and that the midweek upswing in Ethereum likely reflected those inflows. Jung observed that ETH benefited from rotation of capital, with institutional and corporate treasuries reallocating from Bitcoin into Ethereum as traders captured profits after Bitcoin’s July–August highs. She cautioned that the durability of this theme depends on DATs’ capacity to maintain sizeable purchase volumes. Market participants should therefore monitor DAT balance-sheet disclosures and net inflow metrics to assess near-term liquidity and trading risk rather than assume prolonged momentum.