From crypto treasury to AI data centers: Inside the aggressive 4,375 ETH selloff that just hit a massive collateral wall

Jul. 31, 2026 at 10:25 pm GMT • 2 min read 01 A 1,000 ETH sale generated $1.903 million and an expected JPY 17 million loss. 02 The group can sell 2,471 more ETH, but only 1,714.8 ETH of current holdings are unpledged. 03 Quantum says further ETH sales depend on prices, market conditions, AIDC progress and funding needs.Japan-listed Quantum Solutions expanded the amount of Ether its group may sell through Oct. 30, 2026, after subsidiary GPT Pals Studio sold another 1,000 ETH to help fund its AI data-center push. The group can still sell up to 2,471 ETH, while only 1,714.8 ETH of its present balance is disclosed as outside a lender pledge.The July 30 board action raised the aggregate ceiling from 1,875 ETH to 4,375 ETH. Together with 904 ETH sold on June 16, the latest transaction brought sales under the policy to 1,904 ETH.GPT received $1.903 million in aggregate proceeds, net of transaction fees, at $1,903 per ETH. Quantum expects a roughly JPY 17 million loss because the sale price was below the May 31 carrying value of $2,003.97 per ETH.Why the 756.2 ETH gap is conditionalAfter the sale, Quantum reported holdings of 4,764.8 ETH. Of that balance, 3,050 ETH remained pledged to a S...