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10M+ ETH Held by Treasuries and ETFs — Supply Squeeze Potential

I note that Ethereum treasuries and ETFs now hold over 10 million ETH, roughly 8.3% of the current supply.

I see this as a meaningful concentration that can tighten circulating supply and act as a bullish catalyst, but it also raises centralization and flow-risk concerns if large holders change course.

I will monitor ETF inflows/outflows, on‑chain exchange balances, and treasury movements for confirmation before changing position; this is a market‑structure development worth watching closely.

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Analysis

Concentration of 8.3% of ETH in treasuries and ETFs reduces available float and can lower sell pressure, creating upside potential if inflows continue; however, it increases centralization and creates...

Recommendation

Watch ETF flows and on‑chain exchange balances for sustained accumulation before initiating new long exposure; consider dollar‑cost averaging on weakness and size positions conservatively while monito...

Disclaimer

The Analysis and recommendations provided are for informational purposes only. Any investment decisions should be made at your own risk. Past performance is not indicative of future results. Always conduct your own research and consider consulting with a financial advisor before making any investment decisions.

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