Key Takeaways:
- No credible evidence Thiel or Founders Fund dumped ETH treasury shares.
- Headlines cite a 95% drop, but offer no primary documentation.
- Required SEC forms and identifiers absent; exit claims remain unverified.
There is no credible confirmation that Peter Thiel or Founders Fund dumped โETH treasuryโ shares tied to an entity nicknamed โEthereumโs MicroStrategy.โ Headlines and snippets cite a 95% drop, but provide no primary evidence.
In U.S. markets, sizable shareholder positions and disposals in public issuers are ordinarily disclosed through specific regulatory forms. According to the U.S. Securities and Exchange Commission, holders report via Schedules 13D/13G, insiders via Form 4, and issuers in periodic 10โK/10โQ filings.
The claims surveyed do not name a ticker, a CIK, a form type, or an accession number that would allow independent verification. Absent those details, assertions of a full exit remain unverified.
Based on the language in recent coverage, โEthereumโs MicroStrategyโ reads as an analogy rather than a registered corporate name. The snippets instead reference an โEthereum treasury firmโ labeled โETHZilla,โ implying a comparison to a bitcoinโtreasury playbook.
One outlet framed the status of holdings as a completed exit. โPeter Thielโs Founders Fund held zero shares in ether treasury firm ETHZillan at the end of 2025, per SEC filings,โ as reported by CoinDesk (https://www.coindesk.com/markets/2026/02/18/peter-thiel-dumps-all-his-stock-in-ether-treasury-firm-ethzilla).
Without a cited filing, issuer name, or timeโstamped form, the โ95% since Augustโ drawdown and any complete divestment cannot be corroborated. Readers should expect precise identifiers before treating such claims as confirmed.
At the time of this writing, Coinbase Global (COIN) most recently closed near 166.02, based on data from NasdaqGS, with an intraday range reported between 158.40 and 170.43.
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Ether holds as filings show Thiel exit after ETHZilla plunge
Peter Thiel Ethereum, SEC filings, Ethereum's MicroStrategy: filings show Founders Fund exited ETHZilla after a 95% fall; we outline how to verify claims.
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