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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Disclaimer
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