An industry analyst recently highlighted an institutional player's growing Ethereum position, now approaching 4% of ETH's total supply. What's particularly striking is their conviction—there's zero intention to offload these holdings. The real kicker? If they were to stake the entire position today, it would pull in over $1 million daily in pure staking rewards. That kind of yield on such a massive ETH bag reshapes how you think about long-term holding strategies in the current market environment.