2️⃣ $ETH Ethereum’s Supply Squeeze: 3 Vacuums Driving the Price Up
Ethereum is experiencing a rare moment where three key mechanisms are simultaneously reducing supply, putting upward pressure on price.
➡️ Corporate Treasuries (DATs)
🟡 In recent months, companies have accumulated 5.9M $ETH ($24B), nearly 5% of total supply
🟡 These assets are held long-term for yield generation
➡️ ETFs and Institutional Demand
🟡 U.S. spot ETFs hold 6.84M $ETH ($28B) — about 5.6% of supply
🟡 Staking within ETFs hasn’t been approved yet, leaving room for further growth
➡️ Staking and Locked Liquidity
🟡 35.7M ETH ($146B) is currently staked — nearly 30% of supply
🟡 Average unstaking time is 40 days, making most ETH illiquid
➡️ What It Means
Analyst Crypto Gucci says: “ETH has never faced three vacuums at once — with this combo, the price doesn’t just rise, it goes nuclear.”
Experts expect that if ETF staking is approved, ETH could accelerate toward the $8,000–$10,000 range.
📌 Context:
Since transitioning to Proof-of-Stake in 2022, ETH
supply has grown only 0.5%, compared to Bitcoin’s 4%.
If state-level ETH purchases emerge (as hinted by Bhutan), it could become a fourth wave of demand.
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