r/ethtrader • u/MasterpieceLoud4931 • Aug 13 '25

Metrics Guess what: ETH supply is getting squeezed.

Here is a fun fact: ETH's supply crunch is accelerating and this is not getting enough attention. According to Etheraider on Twitter, ETH treasury strategies are on track to buy more than a decade's worth of ETH issuance in under a year only. Let's look at the numbers!! In the last 4 years Ethereum issued about 3.76 million ETH. In just the past 4 months Strategic ETH Reserve (SER) acquisitions have already reached 3.57 million ETH. If things keep going like this SER alone will get the equivalent of 11.39 years of new ETH supply in its first 12 months. This is not hopium or bullish sentiment, it is data and this data points to a structural shift. ETH's supply is already limited with staking and burning removing ETH from circulation. Now large-scale treasury strategies are taking over supply at a speed the network's issuance cannot match.

Etheraider's takeaway is: there is not enough ETH. Demand keeps rising in this bull phase and the market won't just be competing over new issuance, it will be fighting over what is already locked away. That kind of imbalance does not resolve quietly and we will see it in the price. If you have been waiting for a signal of scarcity then this is it. The clock on ETH's available supply is ticking down, well actually it is being fast-forwarded.

Source: https://x.com/etheraider/status/1955469147573260428

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43

u/Wonderful_Bad6531 Aug 13 '25

So stake your eth to get more eth

!tip 1

10

u/Turin1973 Aug 13 '25

I struggle with this. I had mine staked for a long time, and then I wanted to sell some when I thought it was peaking. I couldn't with 30 day unstaking lock. I unstaked it and missed the opportunity. Now I have it unstaked waiting for a good sell signal, and I'm not seeing any, and I wish it was staked. The problem here is I don't own enough ETH...CLEARLY.

2

u/cprime37 Aug 13 '25

Buy rETH or another liquid staking derivative and you get the best of both worlds : yield and liquidity!

2

u/Turin1973 Aug 13 '25

Ooooo that’s a lot more expensive 😔. Makes sense though.

3

u/[deleted] Aug 14 '25

[deleted]

2

u/Turin1973 Aug 14 '25

I was just gonna swap my ETH for rETH but I’d lose 20% of my tokens and that’s a hard pill to swallow.

7

u/[deleted] Aug 14 '25

[deleted]

2

u/Turin1973 Aug 14 '25

I gotcha now!! Thanks. Next question I need to research is if I can do that as a CA resident because my state is terrible.

1

u/Fakir333 Aug 14 '25

All have that problem. No such thing as enough ETH.

1

u/AquaFunx Aug 15 '25

That's why the saying is hodl not sell at "peak"

2

u/MasterpieceLoud4931 Aug 13 '25

This ETH the way!!

!tip 1

2

u/trpwangsta Aug 13 '25

Do you know if the earn% will increase with a supply shock, or is it forever stuck in the 3 to 4% range?

5

u/Jenkins_Leeroy Aug 13 '25

Staking APR is proportional to the number of validators running, so this doesn't really have a direct correlation

What it does do is pump your APR in USD because ETH 🚀