Source: Blockchain Knights

Microsoft’s growing interest in Crypto asset investments has raised questions about the tech giant’s potential adoption of spot Ethereum ETFs once they enable tracking capabilities. speculation.

Microsoft Chief Financial Officer Amy Hood delivered a relevant speech at the company's annual shareholder meeting, which subsequently sparked discussion.

While shareholders overwhelmingly rejected proposals to treat BTC as a fiscal asset, Hood’s comments underscore the tech giant’s openness to exploring digital assets.

Hood noted at the meeting that Microsoft began accepting Crypto asset payments in 2014 and will continue to evaluate its potential as an asset class.

In addition, Hood also outlined the company's investment criteria, emphasizing liquidity, capital preservation and income generation as top priorities.

Hood explained that Microsoft's finance team works with the board of directors to evaluate all available asset classes. He also emphasized that the company will preserve capital, maintain liquidity to support operations, cooperation and investment, and generate income as the main goals of its investment strategy.

Matthew Sigel, VanEck’s director of digital asset research, interpreted Hood’s comments as a signal that Microsoft may consider Ethereum investment products, especially those that utilize tracking.

Sigel noted that the company’s focus on yield is consistent with the potential benefits of staking-backed ETFs, which generate rewards by participating in Ethereum’s proof-of-stake network.

Sigel added that income-generating assets are more likely to be in line with Microsoft's investment objectives. Sigel believes: "The board has begun and will continue to evaluate digital asset reserves."

Currently, the U.S.-based Ethereum ETF does not include marking capabilities, mainly due to regulatory uncertainty surrounding marking services. and its classification by the SEC (U.S. Securities and Exchange Commission)

However, analysts believe that with potential changes in SEC leadership, regulatory attitudes may change under the incoming Trump leadership.

Advocates of Ethereum ETFs with marking enabled argue that the inclusion of marking rewards could make these products more attractive by lowering administrative fees and providing an additional revenue stream.

This advancement could also help the Ethereum ETF compete with the BTC ETF, which currently dominates the Crypto asset investment market.

ETF Store President Nate Geraci also expressed the same optimism. He believes that the inclusion of tracking in the Ethereum ETF is "a matter of when, not if."