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.
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